Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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Users are an essential part of your Taulia account. Providing Taulia access to the right set of individuals in your company will help streamline access to information between you and your customer.
Account admins can add other users by doing the following:
1 - Log onto the Home page of the portal.
2 - Go to the Gear button > User Manager (menu bar on the top right).
3 - Click on the Invite New User button.
4 - Add the new user's Email, First Name, and Last Name, and choose a Role (see the list of role types below). Click Create User.
5 - Scroll down to the User manager section to manage all users.
The table below lists the rights associated with each user role:
Additional FAQs
Who can add other users to Taulia?
Only users with Admin rights can create new users. If you are not an Admin, the User Manager option will not be available to you. If your company's Taulia account admin is not active and cannot manage users, please contact Taulia Support.
How do I check a list of users for my account?
From the User Management screen, scroll down to the Update Users section to see a list of all users and their current status.
Can I delete/remove users from our company account?
You can only delete users if they are in the "Pending Setup by User" status. Users can only be deactivated (not deleted) if they were once active. You can deactivate users by selecting the Actions option.
Who should I add as users under each role?
It is best practice to have more than one account Administrator enrolled. Others can be added and assigned a different role. Having more than one admin will ensure a resource in your company will always have access to the account. Depending on your company size, the specific amount of users to add may vary. We recommend adding the following users:
Admin or Finance roles:
Billing role:
Read-Only
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Create an invoice against a PO through the portal.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
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.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
