An organization is made up of an invited group of Business profiles that can place orders for the business through Instacart.

Any business profile that isn’t already associated with an organization can create their own organization. When creating an organization, you get the Admin role by default. You must also specify an organization name.

Create an organization

To create an organization on the website—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team members.
  3. Select Create next to Create an organization.

To create an organization in-app—

  1. Tap the account icon at the top right corner.
  2. Tap Team members.
  3. Tap Create next to Create an organization.

Invite team members to your organization

You can add team members to your organization to manage spend and receipts, and have visibility into your organization’s purchasing patterns. You can give everyone their own log in, but have the option to centralize billing with invoicing and share Instacart+ membership perks. 

To invite others to join your organization on the website—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team members.
  3. Select Invite members.
  4. Select the role and enter the email address of the member(s) you want to invite.
    • If multiple members, separate each email by a comma.
  5. Select Send invites.

To invite others to join your organization in-app—

  1. Tap the account icon at the top right corner.
  2. Tap Team members.
  3. Tap Invite members.
  4. Select the role and enter the email address of the member(s) you want to invite.
    1. If multiple members, separate each email by a comma.
  5. Tap Send invites.

Note, members must join an organization using the same email address provided to the person who created the organization. Members can’t be a part of more than 1 organization at a time.

Invites expire after 1 week. If you need to resend an invite on the website—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team members.
  3. Select Pending.
  4. Select Resend next to the member you want to resend the invite to.

Invites expire after 1 week. If you need to resend an invite in-app—

  1. Tap the account icon at the top right corner.
  2. Tap Team members.
  3. Tap Pending.
  4. Tap the member you’d like to resend an invite to.
  5. Tap Resend invite.

At this time, you can’t share payment methods with invited team members. 

Switch team member’s role

A Buyer can place orders on behalf of your business. An Approver can approve orders placed by members of your team. An Admin can place orders on behalf of your business, manage members and view analytics.

You can change the role of a team member from Buyer to Approver or Admin or vice versa at any time on the website—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team members.
  3. Under Active, select the team member whose role you want to change.
  4. Select Change under the Role section..
  5. Select the role of Buyer, Approver, or Admin.
  6. Select Save.

You can change the role of a team member from Buyer to Approver or Admin or vice versa at any time in-app—

  1. Tap the account icon at the top right corner.
  2. Tap Team members.
  3. Under Active, tap the team member whose role you want to change.
  4. Tap the member’s current role under the Role section.
  5. Select the role of Buyer, Approver, or Admin.
  6. Tap Save.

Transfer ownership of Business account

If you need to change who owns the Business account on the website—

  1. Open the current owner’s Business account.
  2. Go to the Team Members page.
  3. Select the email of the team member that you want to be the new owner.
  4. Select Change under the Role section.
  5. Scroll down to Transfer Account ownership and select Transfer ownership.
  6. Select Confirm transfer.

If you need to change who owns the Business account in-app—

  1. Open the current owner’s Business account.
  2. Tap the account icon at the top right corner.
  3. Tap Team members.
  4. Tap the email of the team member that you want to be the new owner.
  5. Tap the member’s current role under the Role section.
  6. Scroll down to Transfer Account ownership and tap Transfer ownership.
  7. Tap Confirm transfer.

The previous and new owner will receive an email confirming the transfer of ownership.

Reactivate and Deactivate team members

If you’re an owner or admin on an Instacart Business account, you can deactivate and reactivate team members from the Team members page. Before you start:

  • You must be signed in with an Owner or Admin role on the business account.
  • Deactivated members:
    • Immediately lose access to your business organization.
    • Can’t place orders or manage settings for your business.

To deactivate a team member on the website—

  1. Open the current owner or admin’s Business account.
  2. Go to the Team Members page.
  3. Select the email of the team member that you want to deactivate.
  4. Select Deactivate member.

To deactivate a team member in-app—

  1. Tap the account icon at the top right corner.
  2. Tap Team members.
  3. Under Active, tap the team member that you want to deactivate.
  4. Tap Deactivate member.

To reactivate a team member on the website—

  1. Open the current owner or admin’s Business account.
  2. Go to the Team Members page.
  3. Select the Deactivated tab.
  4. Select the email of the team member that you want to reactivate.
  5. Select Reactivate member.

To reactivate a team member in-app—

  1. Tap the account icon at the top right corner.
  2. Tap Team Members.
  3. Tap the Deactivated tab.
  4. Under Deactivated, tap the team member that you want to reactivate.
  5. Tap Reactivate member.