Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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.
Home /
Users are an essential part of your Taulia account. Providing Taulia access to the right set of individuals in your company will help streamline access to information between you and your customer.
Account admins can add other users by doing the following:
1 - Log onto the Home page of the portal.
2 - Go to the Gear button > User Manager (menu bar on the top right).
3 - Click on the Invite New User button.
4 - Add the new user's Email, First Name, and Last Name, and choose a Role (see the list of role types below). Click Create User.
5 - Scroll down to the User Manager section to manage all users.
The table below lists the rights associated with each user role:
Additional FAQs
Who can add other users to Taulia?
Only users with Admin rights can create new users. If you are not an Admin, the User Manager option will not be available to you. If your company's Taulia account admin is not active and cannot manage users, please contact Taulia Support.
How do I check a list of users for my account?
From the User Manager screen, scroll down to see a list of all users and their current status.
Can I delete/remove users from our company account?
You can only delete users if they are in the "Pending Setup by User" status. Users can only be deactivated (not deleted) if they were once active. You can deactivate users by selecting the Actions option.
Who should I add as users under each role?
It is best practice to have more than one account Administrator enrolled. Others can be added and assigned a different role. Having more than one admin will ensure a resource in your company will always have access to the account. Depending on your company size, the specific amount of users to add may vary. We recommend adding the following users:
Admin or Finance roles:
Billing role:
Read-Only
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Define what each PO status mean in the portal.
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.
Use Cash Planner to get paid early on your approved invoices.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
Managing your company tax ID numbers through the platform.
