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In Zoho Procurement, there are four default user roles that define the level of access and permissions for each user.

The default user roles are:

• Admin: Unrestricted access to all modules.
• Approver: Create, submit, and approve purchase requests, as well as approve purchase orders and bills.
• Purchaser: Unrestricted access to the Procurement and Payables modules.
• Requestor: Create and submit purchase requests for approval.

No, users in the Inactive status will not use up licenses in Zoho Procurement.

Marking a user inactive will not downgrade their license automatically. You will have to remove them from Zoho Procurement. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Subscription under Organization. You will be redirected to the payments page where you can remove the users.
• Click Downgrade Add-Ons.
• Select the number of users you want to remove and click Proceed.
• Confirm your action by clicking Proceed again to remove the users.

Once Vendor Onboarding is enabled, you can invite a vendor to your organization. Here’s how: Vendor Onboarding.

• Go to Vendors on the left sidebar.
• Click the dropdown next to + New and select Invite Vendor.
• Enter the vendor’s Display Name and Email Address.
• Click Send Invite.

An email will be sent to the vendor’s email address. Learn how your vendor can accept the invite and fill in their details.