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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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TOP FREQUENTLY ASKED QUESTIONS

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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 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 we change user access to our account?: 000008655

Information on how to manage user access to your Taulia accounts.

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