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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)
 

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


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

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

User-added image


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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 create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

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 change my Taulia account's email address?: 000003383

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

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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