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User Types in Procurify

What Are License Types in Procurify?

Procurify accounts consume two license types, Basic and Pro. Administrators don't assign licenses directly. An administrator assigns a Role, that Role carries permissions, and those permissions automatically determine which license the user consumes.

Key Benefits: Basic Licenses are free in most pricing plans, letting every employee submit requests without added cost. Pro Licenses concentrate cost around the users who approve, control, and report on spend. The Consolidated Licensing Model prevents duplicate charges when one person needs access across multiple domains.

What's the Difference Between a Basic and Pro License?

Basic License

Pro License

Who consumes it

Role has only request-level permissions

Role has at least one Pro-level permission

Can do

Submit purchase, expense, or travel requests; use a Spending Card; view read-only Order status, details, and audit log; view budgets if enabled

Approve requests and convert them to Purchase Orders; manage Spending Cards, vendors, contracts; access Accounts Payable; access reporting and Spend Analytics; admin settings

Cannot do

Cannot receive items or services unless separately assigned the Receiver role; cannot edit or approve the Order

Not applicable

Cost

Free in most plans

Paid in most plans

Standard roles

Requester, Receiver

Approver, Purchaser, Reporter, Accounts Payable, Superuser

What's the Difference Between an Order and a Purchase Order?

A Requester submits and tracks an Order, the umbrella object Procurify uses to follow a request from submission through Submitted, Approved, Pending Purchase, and Received stages. The Purchase Order is the formal document a Purchaser generates against an approved Order once it moves into procurement, and it can include vendor and pricing details the Requester never directly edits.

A Basic License holder sees their Order's status, details, and audit log, but this view is read-only. Submitting an Order is not the same as creating or controlling a Purchase Order.

Why Can't I Receive My Order?

Receiving is gated behind the Receiver role, not the Requester role. A user with only the Requester role can track their Order through every stage but cannot mark items as received. If a Requester needs to confirm receipt themselves, an administrator must separately assign them the Receiver role, since Requester and Receiver are independent role assignments even though both consume a Basic License.

Can One User Access Multiple Domains Without Extra Cost?

Yes. Under the Consolidated User Licensing Model, if an Order Form covers multiple domains, one Pro License can cover the same email address across several domains at no added cost.

What Happens During a License Entitlement Audit?

Procurify may audit license usage under Section 11.b of its Terms and Conditions. If actual usage exceeds the Pro License thresholds on the Order Form, Procurify issues an updated Order Form reflecting the difference and bills the excess at current unit pricing, unless the agreement states otherwise.

How Does This Differ Under Legacy Pricing?

Plan Type

Billing Basis

Notes

Legacy P2P plans

Total user count, regardless of role

No Basic/Pro distinction

Platform+

Basic/Pro model

Unlimited Basic Licenses

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