Taulia experience center


Quick tips and tidbits

What’s happening at Taulia?


What is Taulia

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

Support Policies

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 /

Support Topic

Best practices to secure Taulia accounts.: 000010635

Article Number: 000010635

Account administrators and company IT can do a lot to ensure only the right people have access to their account at the Taulia Portal and possess the right privileges.

We would like to share our best practices for securing customer accounts and performing security reviews:
- Administrators should regularly review the list of users associated with the account. and reviewing each account to ensure:

  • If there are any accounts that look to be on a shared email address, we strongly encourage you to remove these accounts and set up individual named accounts. Never share passwords for accounts across users for any reason.
  • Review the roles associated with each user to ensure they have the least access necessary for their job. Especially review Admins on the account, and ensure only required users are set up as Admins. See this article for Roles access rights.
  • Turn on two-factor authentication (2FA) for yourself and encourage other users to do the same. We strongly advise that you enable the setting that will require all users on your account to activate 2FA on their next login. See this article for information on how to enable 2FA.
  • Only corporate email addresses should be used for accounts. If personal email addresses are used, we strongly encourage you to work with the users to change to corporate emails addresses.

- If your company has an IdP (Identity Provider), we encourage you to set up SSO (Single Sign-On) for your account. You should engage your IT team as well as Taulia Support for assistance with that. If you can’t set up SSO, then you should incorporate updated Taulia users' access into your IT off-boarding process for people who leave your company.
- While the Admin users should be kept at a minimum, we encourage you to have at least 2 Admin users, to ensure no Admin is a single point of failure.
- Install an antivirus software and keep it updated always.
- Clear your Cache memory regularly. 
- Do not use the “Save Password” feature in your web browser. We do not recommend this feature. 
- We encourage you to use more complex and longer passwords containing digits and special characters. 

Was this article helpful?



Q. How to add a supplier admin for vendor account through Buyer UI?: 000009220

In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.

Q. What is 2FA authentication and how do I enable/disable two-factor authentication?: 000010637

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

Q. How can I deactivate a supplier or a list of suppliers?: 000008755

Information on Taulia’s supplier deactivation policy.

Invoice failing with Transmission Error.: 000010633

This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.

Q. How to create a supplier segment in Supplier Center through Buyer UI?: 000010561

Easily group different suppliers for analyzing or reporting purpose.

Q. What is the process flow for Taulia Dynamic Discounting?: 000008759

End-to-end diagram of the Taulia Dynamic Discounting process.

Still can’t find what you’re looking for? Contact Support

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It