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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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Note - This feature may not be available in your portal.
Branch permissions allow account admins to manage access to various areas in the portal based on the branches that are assigned to a specific user. This allows account admins to better control the information other users can view and the operations they can perform.
For instance, If you want some users to only see POs created for a specific branch, you can use this feature to control that access. To see a complete list of how branch assignment is enforced, click here. If you have users reporting that they are not able to see certain information in their account, it could be because of the branch assignment rules being enforced.
Admins can configure user branch assignments by doing the following:
1- Log onto the Home page of the portal.
2 - Go to Gear button > User Manager (menu bar on the top right).
3 - Scroll down to the Update Users section to see the list of users.
4 - Find the user to configure the branch assignment. Click on the three dots and select Edit Branch Permission.
5 - From the Edit Branch Permission screen you can select Full Access or Apply Supplier Branch Restrictions, and select which branch/branches you want the user to have access to. Selecting Full Access will provide access to all available data in the portal.
The information below shows how branch permission is enforced:
Email Notifications
There is already the ability for the user to set preferences on what branches they want to get notifications for.
When setting preferences for their notifications, users will only be able to choose only among branches they have access to.
No transactional emails would be sent to users that don't have access to the supplier branch the transactional data is related to.
Purchase Orders
Branch permissions are enforced on the Purchase Orders.
Invoices
Branch permissions are enforced on the Invoices:
Payment Search
Quick Links (homepage)
Messages and Notifications
Supplier Details Management
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Manage your bank information through the portal!
You can manage your account users in the portal and provide different levels of access.
You can update the email address that you use to access Taulia.
Use the email notification settings feature to manage your email notifications.
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.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.