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Q. How do I change user roles?: 000003385

Article Number: 000003385

Note - Only account admins have the ability to manage users and change user roles.


Each user has a role associated with them which allows them to perform certain actions. Admins can change these roles as needed by following the instructions below:


To manage user roles, follow the steps below:

1 - Log into the portal.


2 - Go to Gear button > User Manager. (menu bar on the top right)

User-added image

3 -
 Under the three dots on the right side, click on Edit Role from the drop-down menu.


User-added image

4 - A pop-up screen will show. Please select the desired role from the list and click on the Change role button.

User-added image

The table below lists the rights associated with each user role:

user_roles_EN.png


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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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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. The payment I received is incorrect: 000003519

Information on who to contact if you have payment related questions.

Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

Confirming or Acknowledging a PO from your customer.

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I add or deactivate users?: 000003731

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

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