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 - 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.


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. 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.

Q. Why is the portal invoice number different from my invoice number?: 000003331

There are a few reasons why your invoice number might be slightly different than the number you submitted.

Q. How do we change user access to our account?: 000008655

Information on how to manage user access to your Taulia accounts.

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.

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

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

Important Message
Got It