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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 deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I start/stop receiving email notifications?: 000003472

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

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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