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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.

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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. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

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

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

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 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 contact my customer through the portal?: 000003470

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

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