Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

We’re here when you need us.
Contact Support

Home /

Support Topic

Pfizer - ¿Cómo activo o desactivo cuentas de usuario?: 000006220

Article Number: 000006220
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 electrónico, nombre 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 invitación, desactivar el usuario o 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.

Was this article helpful?

   

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.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

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.

Q. How do I add or deactivate users?: 000003731

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

Q. How do I assign branches to our portal users?: 000008574

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.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It