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Pfizer - 我如何添加或停用用户账户?: 000006320

Article Number: 000006320

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 - 在创建新用户屏幕,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。


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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 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.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

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Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

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You can manage your account users in the portal and provide different levels of access.

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Branch permissions allow account admins to give access to specific data in the portal.

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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