Technical Support Services
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New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.
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You can change the email address that you use to log into the portal by doing the following:
1 - From the homepage, selecting Settings > Profile.
2 - Click on Change Email next to your current email address.
3 - Enter your new email address and your current password.
4 - Select Save New Email.
5 - Make sure you select Save Profile. If not saved, the email address update will not be completed. You will see your updated email address after refreshing the page. This is the email address you should use the next time you log into the portal.
See How do I add or deactivate users to learn how to add and deactivate other users.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
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.
You can update the email address that you use to access Taulia.
Please note that only account admins have the ability to manage users and change user roles.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
Taking a desktop screenshot.
Vanessa, Technical Services Manager
