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Technical Support Services

TAULIA SUCCESS GUIDE

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Q. I tried to reset my password but I am not receiving the password reset email.: 000006478

Article Number: 000006478

If you tried to reset your password but did not receive the password reset email, please check that you used the same email address registered for the portal when trying to reset your password. 

For the security of your account, the password reset option will not verify if the email address you are using is valid. If you are not able to confirm the validity of the email address you are using, please contact Taulia Support. You will not be able to reset your password if the email address is invalid or not an enrolled/registered user.


1 - Double check that you used a registered email address to reset your password. Also, make sure that you are resetting your password in the correct platform. The password reset will not work if you are resetting your password in the wrong platform:

 

2 - After making sure that you used a registered email address to reset the password. Please check your other inboxes. The password reset email will come from a "@taulia.com" email domain.

  • Junk Inbox
  • Spam Inbox
  • Trash (some users may have rules about automatically trashing certain emails)
 

3 - After validating the email address you used and checked your spam/junk box,  please contact your IT department to whitelist the information below. This will prevent Taulia emails from getting blocked by your email security system. 

  • Taulia's domain "taulia.com"
  • Your customer's domain. e.g., "XXXXXX.com" (X = customer name)
 

After following the steps above and you are still having issues receiving your password reset email, please contact Taulia Support.

 

 


 


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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 deactivate users?: 000003731

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

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 change user roles?: 000003385

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

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

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