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Q. How do I add or deactivate users?: 000003731

Article Number: 000003731


 

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.

 

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.

 

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:

  • CFO
  • President/Owner
  • Treasurer
  • Collections Manager
  • Credit Manager
  • AR Manager
  • Senior Accountant
  • Controller

Billing role:

  • Accounts Receivable
  • Billing Manager
  • Accountant
  • Bookkeeper

Read-Only

  • Anyone you want to have view/read only access to the account. These users cannot create invoices, accept early payment, confirm POs etc.



Account admins can add other users by doing the following:

1- Log onto the Home page of the portal.

2 - Go to Settings > User Manager (menu bar on top right).

User-added image

3 - In the Create New User section, add the new user Email, First Name, Last Name and choose a Role (see the list of role types below).

User-added image

 

4 - Click Create User.

  • An email will be sent to the new user inviting them to enroll in the portal.

5 - Scroll down to the Update Users section to manage all users.

User-added image

  • If you need to resend an invite, deactivate a user or reactivate a previous user, you can do so under the Actions column. You can only delete a user if the status is showing "Pending Setup by User". If you try adding a user that is already enrolled in the Taulia platform for another customer, you will receive an error. You will need to merge the account together if you want to continue adding this user to your account. Please see How do I merge my Taulia accounts for more information.
  • For information about assigning specific branch companies to your portal users, click here.
     

The table below lists the rights associated with each user role:

User-added image

 


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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 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 record my screen?: 000008516

Information on how to record your screen for troubleshooting purposes.

How to send invite from SAP?: 000003238

How to send invite from SAP?

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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