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Q. How do I add or deactivate users?: 000003731

Article Number: 000003731



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).

User-added image

3 - Click on the Invite New User button. 


User-added image

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.

User-added image

 

  • An email will be sent to the new user inviting them to enroll in the portal.

5 - Scroll down to the User manager section to manage all users.

User-added image

  • If you need to resend an invite, deactivate a user, or reactivate a previous user, you can do so from the three dots.
  • You can only delete a user if the status is showing "Pending Setup by User". Users can only be deactivated (not deleted) if they were once active.
  • If you try adding a user that is already enrolled in the Taulia platform for another customer, you will receive an error. You will need to merge the account together if you want to continue adding this user to your account. Please see How do I merge my Taulia accounts for more information.
  • For information about assigning specific branch companies to your portal users, click here.
     

The table below lists the rights associated with each user role:

User-added image


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 Management screen, scroll down to the Update Users section 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:

  • CFO
  • President/Owner
  • Treasurer
  • Collections Manager
  • Credit Manager
  • AR Manager
  • Senior Accountant
  • Controller

Billing role:

  • Accounts Receivable
  • Billing Manager
  • Accountant
  • Bookkeeper

Read-Only

  • Anyone you want to have view/read-only access to the account? These users cannot create invoices, accept early payments, confirm POs, etc.

 


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