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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 

 

 

 

 

 

 


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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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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

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

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