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Pfizer - Hur lägger jag till eller inaktiverar användarkonton?: 000006290

Article Number: 000006290

Observera: Om du är administratör och behöver radera/stänga ditt Tauliakonto, kontakta din kunds bokföringsavdelning.


Endast användare med Administratörsrättigheter kan skapa en ny användare:

1- Logga in på portalens Startsida 

2 - Gå till Inställningar > Hantera användare (via menyraden högst upp) 

3 - På skärmen Skapa ny användare, lägg till den nya användarens E-postadress, Förnamn och Efternamn  och välj Roll  (se listan över roller nedanför denna sida). 

4 - Klicka på Skapa användare

Den nya användaren kommer att få ett e-postmeddelande med en inbjudan att registrera sig i portalen.

OBSERVERA: Om du behöver Skicka inbjudningen igen, Inaktivera en användare eller Återaktivera en användare kan du göra det i kolumnen Åtgärder genom att välja  :

Tabellen nedan visar vilka rättigheter som hör till varje användarroll:

Observera: Vem som helst kan godkänna erbjudanden om tidigare betalningar, utom de användare som bara har läsrättigheter.

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


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.

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