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D. Come aggiungo o disattivo gli account degli utenti? (IT): 000003398

Article Number: 000003398

Nota: Se sei l’Amministratore e vuoi cancellare/chiudere il tuo account Taulia, contatta il team AP del tuo cliente.

Solo gli utenti con diritti di Amministratore possono creare un nuovo utente:

1- Accedi alla pagina Home del portale

2 - Vai su Impostazioni > Gestione Utente (barra del menu in alto a destra)


3 - Nella schermata Crea Nuovo Utente, aggiungi Email, Nome e Cognome del nuovo utente e scegli il Ruolo (vedi la lista di posizioni qui in basso) 


4 - Clicca su Crea Utente

Verrà inviata una email al nuovo utente, contenente l’invito ad iscriversi al portale.

Nota - Se hai bisogno di Inviare un nuovo invitoDisattivare l’account di un utente Riattivare l’account di un utente puoi farlo nella colonna Azioni selezionando :


La tabella in basso elenca i diritti associati ai diversi ruoli degli utenti:

Nota: Tutti gli utenti possono approvare un’offerta di pagamento anticipato tranne quelli con ruolo di Sola Lettura.




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


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.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. How do I view PO, invoice or payment information by business unit/branch location?: 000003608

Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".

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

Create an invoice against a PO through the portal.

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I change user roles?: 000003385

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

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