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

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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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P. ¿Cómo activo o desactivo cuentas de usuario? (ES): 000003358

Article Number: 000003358

Nota: Si usted es el administrador y necesita anular/cerrar su cuenta de Taulia, póngase en contacto con el equipo de cuentas por pagar de su cliente.
Solamente los usuarios con derechos de Administrador pueden crear un nuevo usuario.

 
1 - Inicie sesión en la página principal del porta

2 - Vaya a Ajustes > Gestión de usuario (barra de menú en la parte superior derecha)
 


 

3 - En la pantalla Crear nuevo usuario, añada el  correo electróniconombre y apellido del usuario y elija el rol (puede ver una lista de roles en la parte inferior de esta página)  
 


 

4 - Haga clic en Crear usuario
Se le enviará un correo electrónico al nuevo usuario, invitándole a inscribirse en el portal.

NOTA: Si necesita reenviar la invitacióndesactivar el usuario reactivar el usuario,  puede hacerlo bajo la columna Acciones seleccionando  :

 


 

La tabla de abajo muestra una lista de los derechos asociados a cada rol de usuario:

Nota: Cualquier persona puede aprobar ofertas de pronto pago, excepto aquellas que tengan roles de solo lectura.
 

 

 

 

 


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TOP FREQUENTLY ASKED QUESTIONS

AR Financing Receivables Payments: 000010699

Easily view and download AR Financing payment data from the Receivables Payments page.

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

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.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. How do I retransfer data in bulk from SAP to Taulia?: 000008750

Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.

Q. How can I pull log files for the Taulia POD?: 000008757

Explanation of how to pull log files for the Taulia POD service.

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