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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-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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 change my Taulia account's email address?: 000003383

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

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 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 remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

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