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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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How to enable two-factor authentication?: 000008703

Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I update my company name?: 000003500

Q. How do I update my company name?

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

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

Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Create a credit note for an invoice you have submitted.

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