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Pfizer - ユーザーアカウントの追加、無効化の方法を教えてください。: 000006310

Article Number: 000006310

注: 管理者としてTauliaのアカウントを削除/閉鎖する必要がある場合は、カスタマーの支払いチームに連絡してください。

新規ユーザーを作成できるのは、管理者権限があるユーザーのみです。

1 - ポータルの [ホーム] ページにログオンします 

2 -  [設定] > [ユーザーマネージャー] (右上のメニューバー) にアクセスします

3 - [新規ユーザーの作成] 画面で、新規ユーザーのメールアドレス、名、姓を入力し、役割 (このページの下の役割の一覧表を参照)を選択します。

4 - [ユーザーを作成] をクリックします

新しいユーザーに対し、ポータルへの登録に招待するメールが送信されます。

注: 招待メールを再送信したり、ユーザーを無効化したり、ユーザーを再度有効化する必要がある場合は[操作] の下の  から行うことができます。

以下の表は、各ユーザーの役割に関連づけられた権限の一覧です。

注: 早期支払いのオファーを承認することは、[読み取りのみ] の役割のユーザーを除くすべてのユーザーが行えます。


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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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