Purchasing Groups
Purchasing groups organize seats owned by an organization and define which purchasing agents can manage them.
Key concepts
Purchasing Agent: A user who buys seats for others and manages assignments.
Purchasing Group: The organization unit that owns seats.
Owner Group: The group recorded on each seat/redemption for tracking and permissions.
Visibility and management
Admins with permission can view all groups that a customer manages as a purchasing agent.
Admins can view invoice items (seats) for each purchasing group to audit remaining capacity.
Setting the Owner Group on a seat
During assignment or in seat details, set the Owner Group to the correct purchasing group.
Owner Group drives visibility and reporting for that seat.
Purchasing without a group
Some stores allow purchasing agents to buy seats without specifying a group at checkout.
Admins can assign the Owner Group after the order is placed, before assignment.
Related
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