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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

  1. During assignment or in seat details, set the Owner Group to the correct purchasing group.

  2. 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.

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