For Teams

Set up a team account with approvals

Create a Printonic for Teams account, invite the colleague who approves spending, learn what owners, approvers and requesters can do, and see how a team order goes from request to approval to production.

Printonic for Teams is the same Printonic account, arranged for ordering as a company: a quieter dashboard with your team's orders, a Team page for the people who can order and approve, and one balance that finance controls. The person who orders is usually not the person who pays, so every team has an approver role.

One team per account. The account that creates the team is the owner; everything the team orders is billed to that account.

1. 1

   printonic.com/teams/signup

   Create your team

   Enter your company name, your name, your work email and a password (or use Sign up with Google). Add your logo now or later. Confirm your email if we send you a link. You land on the team dashboard: Home, Team orders, Collections, Team, Billing and Settings.

   Already have a Printonic account? Open the same page while signed in and choose Turn this account into a team account. Your existing orders and balance stay exactly where they are.
2. 2

   Dashboard > Team > Invite a colleague

   Invite an approver

   Enter your colleague's work email, choose Approver, and click Send invite. They receive a link that works once and expires in 7 days. When they open it they either sign in with that email or create an account, and they land on the same team dashboard.

   The invite must be accepted with the email address it was sent to. If it was not, ask them to sign in with the right email and open the link again. You can revoke an invite from the Pending invites list.
3. 3

   Dashboard > Team > Invite a colleague

   Add requesters

   Invite the people who put team orders together (office managers, sales, HR) as Requesters. They can build a team order and send it for approval but cannot pay, invite, or change the team.

   Owners and approvers can invite. Only the owner can change someone's role or remove them from the team.
4. 4

   Dashboard > Team

   Know what each role can do

   Owner: runs the team, pays, approves, invites, removes people, and manages billing. Approver: approves and pays for team orders from the team balance, invites colleagues, and can start orders too. Requester: builds team orders and sends them for approval.

   The team balance belongs to the owner's account. Only the owner can add funds under Billing; approvers spend it when they approve.
5. 5

   Dashboard > Team orders > Start a team order

   Send a team order for approval

   A requester builds the order as usual: pick the products, upload the recipient list, check the quote. Instead of paying, they send it for approval. The approvers get a notification in the dashboard and an email with the total and the number of recipients. Nothing is charged and nothing ships yet.

   A team order waits for approval for 7 days. If nobody decides in time it expires, and the requester can send it again.
6. 6

   Dashboard > Home > Waiting for approval

   Approve or decline

   An owner or approver sees the request on Home (and in the bell). Approve and pay charges the team balance once and sends the order to production, exactly as if they had paid at checkout. Decline sends it back with an optional note. The requester is notified either way, in the dashboard and by email.

   If the team balance does not cover the order, approving pauses with the amount that is missing. The owner adds funds under Billing, then approves again; the request stays waiting in the meantime.
7. 7

   Dashboard > Home > Recent team orders

   Follow the order

   Every team order shows where it is: waiting for approval, not yet paid, in production, or shipped. Open a team order to see each recipient's shipment and tracking once it ships.