Taulia experience center


What are suppliers currently asking Taulia?


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


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 - Come aggiungo/disattivo utenti nel mio account?: 000006230

Article Number: 000006230

Nota: Se sei l’Amministratore e vuoi cancellare/chiudere il tuo account Taulia, contatta il team AP del tuo cliente.

Solo gli utenti con diritti di Amministratore possono creare un nuovo utente:

1- Accedi alla pagina Home del portale

2 - Vai su Impostazioni > Gestione Utente (barra del menu in alto a destra)

3 - Nella schermata Crea Nuovo Utente, aggiungi Email, Nome e Cognome del nuovo utente e scegli il Ruolo (vedi la lista di posizioni qui in basso) 

4 - Clicca su Crea Utente

Verrà inviata una email al nuovo utente, contenente l’invito ad iscriversi al portale.

NOTA: Se hai bisogno di Inviare un nuovo invito, Disattivare l’account di un utente o Riattivare l’account di un utente puoi farlo nella colonna Azioni selezionando :

La tabella in basso elenca i diritti associati ai diversi ruoli degli utenti:

Nota: Tutti gli utenti possono approvare un’offerta di pagamento anticipato tranne quelli con ruolo di Sola Lettura.

Was this article helpful?



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


Q. How do I enroll/register to use the Taulia platform?: 000006479

Information on how to enroll to start using Taulia.

Q. How do I search for a PO/purchase order?: 000003615

Searching for purchase order information in 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 add or deactivate users?: 000003731

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

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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.

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

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

Important Message
Got It