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Technical Support Services

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

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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Support Topic

Q. How do I enroll/register to use the Taulia platform?: 000006479

Article Number: 000006479



You must be invited by your customer in order to use the Taulia platform. If you have been invited by your customer to use Taulia, you should have received an email invitation with an activation code, and a link to complete the activation process. For more information about the activation process, please see Q. How do I activate my Taulia account?.

If you haven't been invited, please contact your customer directly to request an invitation. Taulia Support can only provide activation details once your customer have invited you to use Taulia.


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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 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 add or deactivate users?: 000003731

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

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 change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

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