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Support Topic

Q. How do I assign branches to our portal users?: 000008574

Article Number: 000008574

Note - This feature may not be available in your portal.

Branch permissions allow account admins to manage the 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. An account admin can confirm this 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 - Scroll down to the Update Users section to see the list of users. 

4 - Find the user to configure the branch assignment for. Under the Branches column, select the Branches link.

User-added image

5 - From the Branch Assignment section, select which branch/branches you want the user to have access to. Selecting All Branches will provide access to all available data in the portal.

User-added image


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.

  • Latest POs on the home page is filtered based on the assigned to the user supplier branches.

  • PO URL for POs from supplier company branches the supplier user does not have permissions to see are not accessible.

  • The home page, Latest POs List displays only POs from supplier company branches the user is allowed to see.

  • Search by PO on My Purchase Orders page displays only POs from supplier company branches the user is allowed to see. 

  • Advanced Search on My Purchase Orders page shows only the accessible supplier company branches as values in the Branch drop-down field.

  • Search by PO on Create Shipment Notice/ Create ASN displays only POs from supplier company branches the user is allowed to see.

  • Search by PO on My Shipments displays only POs from supplier company branches the user is allowed to see.

  • Search by PO on Create Invoice and Create Credit Note pages display only POs from supplier company branches the user is allowed to see.


Invoices

Branch permissions are enforced on the Invoices:

  • Invoice search returns only invoices for the assigned to the user supplier branches.

  • Advanced Search on My Invoices page shows only the accessible supplier branches as values in the Branch drop-down field.

  • Access a direct URL for an invoice is successfully only if the supplier branch is assigned to the user opening the page.

  • Pending Review page returns invoices for the assigned to the user supplier branches.

  • Prevent users to access direct links for documents that are not relevant for the branches allowed.

  • When submitting Non-PO invoice and Non-PO credit note, the Supplier Company selection is restricted by the allowed supplier branches for the user.

  • PO-based invoices: If user has access to the PO based on allowed branches they can flip it.


Payment Search

  • Document search is restricted by the assigned to the user supplier branches.

  • Document access is restricted by the assigned to the user supplier branches.

  • Advanced Search on My Payments page shows only the accessible supplier company branches as values in the Branch drop-down field.


Quick Links (homepage)

  • Quick Access links bar on Supplier Home page shows the last documents available for the supplier with link to them. This information is filtered by the assigned to the user supplier branches as well.

 
Messages and Notifications

  • “My Messages” section on the home page is restricted based on the assigned to the user supplier branches.

  • “Recent Notifications” section on the home page is filtered based on the assigned to the user supplier branches.

  • Messages menu and page are filtered based on the assigned to the user supplier branches as well. Messages menu is shown only for supplier users that have notifications for the branches assigned to them.


Supplier Details Management

  • SIM details such as Address, Tax ID, Bank Info, Certifications, Contacts, Compliance Settings are restricted per branch.

  • When managing the information in these pages, the supplier branches listed in the drop-down fields is restricted by the supplier branches assigned to the user.

 


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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 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 add or deactivate users?: 000003731

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

Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

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