Skip to main content
Operator Playbooks

Buyer company user invites in a wholesale portal

2 min read

A wholesale portal should let a buyer-company admin invite teammates and assign roles so ordering is not stuck on one login. Week one on Parcel Build is that first working version: invite, role, and revoke for known accounts. You own the code. Flat monthly. See custom software for wholesalers. If buyer company user invites in a wholesale portal is the gap, start a free 30-day build.

Which buyer roles belong in a week-one company invite path?

Week one can cover a company admin invite by email, a small set of buyer roles such as viewer, orderer, and admin, and revoke when someone leaves. Full procurement policy engines, SSO federation as the primary job, and multi-supplier RFQ desks can wait until that path earns its keep.

On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.

Why sharing one password across a buying team creates audit and approval mess

The whole buying team uses one login. Nobody knows who placed the order. Approvals blur because every action looks like the same person. When someone leaves, the shared password still works and audit trails stay muddy.

Separate invites and roles keep each teammate on their own login with a clear role under the known company account.

What stays out of month one

Defer full procurement policy engines. Defer SSO federation as the primary job. Defer multi-supplier RFQ desks. Month one is invite, role, and revoke for buyer-company teammates on known accounts.

FAQ

Is inviting company users the same as buyer-company order approvals?

No. Inviting company users adds teammates and assigns who can quote or order. Order approvals are a separate workflow that gates submit after a cart is ready. They can sit together later. Week one can prove invites and roles without cloning the full approval engine as the primary path.

Does week one need custom roles for every permission bit before invites work?

No. Week one can start with a small set of roles such as viewer, orderer, and admin. Custom roles for every permission bit can wait until that path earns its keep.

Next step

If buyer company user invites in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.