Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

We’re here when you need us.
Contact Support

Home /

Support Topic

问题. 我如何添加或停用用户�: 000003344

Article Number: 000003344

注意:如果您是管理员并且需要删除/关闭您的 Taulia 账户,请联系您的客户应付账款团队。

只有具有管理员权限的用户可以创建一个新用户:
 
1 - 登录到门户主页
 
2 - 前往设置 > 用户管理器 (右上方的菜单栏)

 

 
3 -创建新用户屏幕,添加新用户电子邮件,名字,姓氏并选择角色 (请参阅本页下方的角色列表)

 

 

4 - 点击创建用户
 
将会向新用户发送一封电子邮件邀请他们加入门户。
注意:如果你需要重新发送邀请、停用用户或者重新激活用户,你可以在操作栏目下通过选择User-added image来进行操作:

 


 

下面的表格列出了与每个用户角色相关联的权利:
注意:除了只读角色外任何人都可以批准提前付款的出价。

 

User-added image 

 

 

 

 

 

 


Was this article helpful?

   

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. How do I search for my payments?: 000003320

Search for your invoice remittance details.

Q. What is company-wide two-factor authentication and how to enable/disable CW2FA?: 000009203

Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It