Taulia experience center
SUPPLIER SUPPORT SERVICES
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SUPPLIER SUPPORT SERVICES
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 are not locked down to use a particular email address to access your account. You can change it anytime! Just be sure to use an email address where you can receive emails. This becomes especially important if you need to reset your password or receive important notifications from your customer.
You can change the email address that you use to access Taulia 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.
Would you like to learn how to manage users? See How do I add or deactivate users for more information.
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.
Create an invoice against a PO through the portal.
Please note that only account admins have the ability to manage users and change user roles.
Information on how to enroll to start using Taulia.
Branch permissions allow account admins to give access to specific data in the portal.
Vanessa, Technical Services Manager
