You can update your Instacart Business account information in the Instacart app or on the website.

To update in-app or on the website—

  1. Tap Profile or select the drop down in the upper right of the screen.
  2. Tap Business Profile Settings.
  3. Tap Business Profile Info.
  4. Edit Contact or Business information.

Switch between Business and personal account

When you open Instacart in-app or on the web, a pop-up screen asks whether you want to use your business or personal account.

To switch between profiles—

  • Tap Profile and select Switch while in-app, or
  • Select the drop-down in the upper right of the screen and click Switch on web.

To see the carts for either profile, select the Cart icon. Then select Continue Shopping to open and view the cart associated with either your business or personal account.

Unlink Business and personal account

At this time, you can’t unlink your personal and Business accounts.

Create an organization

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.

To create an organization—

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

Before inviting others to join your organization, you must verify your email address—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team management.
  3. Select Verify next to Verify business email.
  4. Confirm your business email address and select Continue.
  5. Enter the 6-digit code we sent to your email.

Invite team members to your organization

If you add team members to your organization, you give them visibility into spend, total savings, and spend-by-category through the business dashboard. As Admin, you also have access to individually view all orders by other organization members placed through their Business profiles.

Note, you currently can’t export your dashboard spend but be on the lookout for future updates.

Once you verify your email address, you can invite others to join your organization—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team management.
  3. Select Invite team members.
  4. 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.

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—

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

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 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 Admin or vice versa at any time—

  1. Select the 3 horizontal lines in the upper left corner.
  2. Select Team management.
  3. Under Active, select the team member whose role you want to change.
  4. Under Role, select the drop down menu.
  5. Select the role of Buyer or Admin.
  6. Select Save.

View Task Center

This centralized section in the Instacart app, lists out a variety of tasks that you can complete in order to get the most out of your Instacart Business account. 

Tasks include, but are not limited to, adding business details, signing up for Instacart+, adding tax exemption forms, inviting team members to join, and referring other businesses. These features may not be available in all locations.

Select Get started under each task and follow the prompts in order to complete and have the task automatically removed from your task center. If you don’t want to complete a task or don’t want it showing in your task center, select the x in the top right of the task to remove.

View and export receipts

You can export your order receipt history to PDF.

In the app—

  1. Tap Account.
  2. Tap Your orders.
  3. Tap Export at the top right to export receipt(s) and get email notifications and the files of your choosing.
  4. Tap the relevant order.
  5. Select the Receipt icon.

On the website—

  1. Click the 3 horizontal lines in the upper left corner
  2. Click Your Orders.
  3. Click Export at the top right to export receipt(s) and get email notifications and the files of your choosing.
  4. Click View order detail on the relevant order.
  5. Click View Receipt.