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P. ¿Cómo activo o desactivo cuentas de usuario? (ES): 000003358

Article Number: 000003358

Nota: Si usted es el administrador y necesita anular/cerrar su cuenta de Taulia, póngase en contacto con el equipo de cuentas por pagar de su cliente.
Solamente los usuarios con derechos de Administrador pueden crear un nuevo usuario.

 
1 - Inicie sesión en la página principal del porta

2 - Vaya a Ajustes > Gestión de usuario (barra de menú en la parte superior derecha)
 


 

3 - En la pantalla Crear nuevo usuario, añada el  correo electróniconombre y apellido del usuario y elija el rol (puede ver una lista de roles en la parte inferior de esta página)  
 


 

4 - Haga clic en Crear usuario
Se le enviará un correo electrónico al nuevo usuario, invitándole a inscribirse en el portal.

NOTA: Si necesita reenviar la invitacióndesactivar el usuario reactivar el usuario,  puede hacerlo bajo la columna Acciones seleccionando  :

 


 

La tabla de abajo muestra una lista de los derechos asociados a cada rol de usuario:

Nota: Cualquier persona puede aprobar ofertas de pronto pago, excepto aquellas que tengan roles de solo lectura.
 

 

 

 

 


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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 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 contact my customer through the portal?: 000003470

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

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 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.

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