Procurify accounts include two types of users: Basic Users and Pro Users. Each user type provides a different level of access and responsibility to support how your organization manages spend.
1. Basic Users
Basic Users are team members who can initiate spend requests within Procurify. Key characteristics:
Can submit purchase, expense, or travel requests
Can request and use Spending Cards
Can receive orders (for customers using Procurify Purchasing)
May have budget visibility if enabled by the account administrator
In most pricing plans, Basic Users are free
Free Basic Users enable organizations to scale while maintaining control over spend and empower everyone in your organization to request what they need without increasing license costs.
2. Pro Users
Pro Users are responsible for approving and managing spend across the organization. They typically hold roles that require financial oversight, procurement management, or reporting access.
Key characteristics:
Approve and control spend, manage Spending Cards
Access to purchase orders (view and create), vendors, product catalog, and contracts
Access to Procurify Accounts Payable
Access to reporting
Access to Spend Analytics
Include administrators who manage system settings and permissions
In most pricing plans, Pro Users are paid licenses
Pro Users may also have been referred to as Advanced Users or Power Users in some legacy price plans. The number of Pro Users a customer is entitled to is specified in the Order Form.
Legacy Price Plans and Entitlements
Customers on some older P2P price plans are charged for the total number of users, regardless of user type. If you would like to grow with Procurify, we invite you to transition to our new price plan, Platform+, which offers unlimited Basic Users. This ensures your team can continue to scale while maintaining full visibility and control over organizational spend.
User Entitlement Audits
In accordance with Procurify’s Terms and Conditions, section 11.b, Procurify may, from time to time, conduct audits to verify customer user entitlements.
If a customer’s usage exceeds any thresholds set out in their Order Form, including the number of Users specified, Procurify will issue an updated order form reflecting the difference between the purchased quantity and the actual consumption. Unless otherwise stated in the Order Form, fees for such excess use will be based on Procurify’s then-current unit costs. The customer agrees to pay for any excess usage in accordance with the payment terms in their agreement.
User Types vs. Roles
User types are not the same as roles in Procurify. Roles are defined by specific permissions and actions a user can perform within the platform, while user types are related to pricing and licensing mechanisms.
A detailed overview of Procurify roles and permissions is available here: User Roles & Permissions.
From the list of standard Procurify roles, Requesters are considered Basic Users. All other roles fall under the Pro User category.
If you have custom roles in your organization, depending on the permissions selected for that respective role, it can fall under Basic or Pro user.