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TAULIA SUCCESS GUIDE

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Q. How do I access or switch customer accounts?: 000003466

Article Number: 000003466

Note - This feature may not be available in your portal. 


Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

You can easily discern that you have access to more than one Taulia account via merge by first logging into your account:

1 - Log into your portal.

2 - As soon as you log in, if you get the page below, this means you have access to more than one Taulia account under different customers:

User-added image

3 - From the Customer Selection drop down, pick the customer you would like to see and it will take you to that specific customer's Taulia portal.

4 - Once you are logged in, you can also switch customer accounts by selecting Change Client:

User-added image

5 - Selecting Change Client will bring a drop down menu option that contains a list of your merged customer accounts. Select the customer you want to see and it will take you to that customer's portal.


Note - Even though the accounts are merged, they all act as separate accounts. The portals do not interact with each other in any way. This also means different features will apply to each account based off your customer's portal customizations.


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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. 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 manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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