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Q. How can I add or remove users in the Buyer UI?: 000008765

Article Number: 000008765

Taulia customers are given access to the Buyer UI to view the information that suppliers are viewing. Suppliers should never be given access to the Buyer UI. 

You can add a user within your organization and assign a role depending on what activity you expect the user to perform. You can also deactivate an existing user, which will completely disable the user from logging into the Buyer UI to view supplier information.

Admins can add other users by doing the following:

1 - Log into the Taulia Buyer UI. Go to your company name on the top right corner of the screen an and select User Manager as shown below:

user manager

2 - In the User Manager screen you will have the following options:

  • To search for existing users by their email, first name or last name 
  • To view the status of existing users to see if they have already enrolled and started using the Buyer UI
  • To view the role of each user and modify/change user roles 
  • To invite a new user, as described in the next steps
  • To deactivate an existing user, as described in the following section

3 - Click Invite a new User. 

invite user

4 - 
Enter the email address, first name and last name of the new user and define the access type.
Select the Role that best describes the user from the following: 

  • Admin - Has all rights including the creation of new users and deactivating the current users. 
  • Search Only - Restricted to Search features only.
  • User - Same rights as Admin but cannot create new users / deactivate existing users. 
  • Document Search Only - Restricted to search features for supplier documents.
  • Supplier Launch + Search - Restricted to inviting new suppliers via Supplier Launch and document search only.
  • Choose the business units the user needs to access, or leave the default No Restriction to provide access to all business units.

user manager

5 - Click Create User.

6 - The user will receive an email invitation to enroll on the Buyer UI with the provisioned access. 

Admins can deactivate an existing user by doing the following:

1 - Log into the Taulia Buyer UI. Go to your company name on the top right corner of the screen an and select User Manager as shown below:

user manager

2 - In the User Manager screen search by email, first name or last name to pull up the user you want to deactivate. 

3 - Click on the gear button under Actions and select Deactivate User.

deactivate users

4 - 
The user’s status will switch to Disabled and the user will no longer be able to log into the Buyer UI. Note that the user will not receive a notification that their account is disabled. 

disabled

You can reactivate the user in the future to give them access again to the Buyer UI. Click on the gear button under Actions and select Reactivate User. Again, the user will not receive a notification that their account has been reactivated. 

reactivate user

In conjunction with your initial Taulia implementation, a Buyer UI admin user was provisioned for your organization. From that point forward, access to the Taulia Buyer UI is completely controlled from within your organization. Taulia does not maintain new users or deactivate current users.

It should be noted that access for suppliers is not controlled through the User Manager tool in the Buyer UI. To enroll a supplier user, initialize them from your ERP, and follow the supplier enrollment procedures shared during your initial Taulia implementation. 


Additional FAQs

Why can’t I see all the features shown in the steps above?
You may not have authorization to perform user maintenance. Only Taulia Buyer UI users with the Admin role have access to add new users or deactivate existing users. Please contact your Taulia Buyer UI administrator to perform the above procedure. 


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TOP FREQUENTLY ASKED QUESTIONS

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

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

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. Will existing invoices update if the EP Rate group is changed in SAP?: 000008760

This article explains what happens to existing invoices in case you adjust a supplier’s Early Payment rate group in SAP. This article is applicable if you use SAP and the Taulia Dynamic Discounting solution.

Q. What invoice status information can my suppliers see?: 000008758

Information about the various invoice statuses and how a supplier can see a detailed status description.

Q. How can I add or remove users in the Buyer UI?: 000008765

New users can be added to the Buyer UI or existing users can be deactivated at any given point in time. This can be done by any Admin user that has access to the Buyer UI.

Q. How can I add missing supplier data and transaction details on the Buyer UI?: 000008738

Information on how to troubleshoot missing supplier data and transaction details such as invoices, purchase orders and payments.

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