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Q. How do I add other customers to my current Taulia account?: 000008659

Article Number: 000008659

If you are being asked by a customer to use Taulia, your customer must first invite your company to start the enrollment process. However, there are two common scenarios that may apply to you:

1 - Your company already has a Taulia account for another customer and you would like to link another customer account

2 - Your company does not have an existing Taulia account for any customer


Your company already has a Taulia account for another customer and you would like to link another customer account

If you already have a Taulia account and another customer have asked you to use Taulia, have the new customer invite the email address that you use to access your current Taulia account. This will merge the accounts together and you can easily switch accounts. See Q. How do I merge/combine my Taulia accounts into one? for more information.


Your company does not have an existing Taulia account for any customer

Please ask the customer asking you to use Taulia to extend an invitation to your company.  See Q. How do I activate my Taulia account? for more information.




Contact Taulia Support if you need assistance.
 


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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 update my bank account/information?: 000003497

Manage your bank information through the portal!

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 create a Credit Memo/Note to offset an over payment?: 000003334

Create a credit note for an invoice you have submitted.

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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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