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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 do I remove a supplier from my Early Payment program in SAP?: 000008749

Instructions to deactivate Early Payment offers for a supplier.

Q. I have suppliers with Needs Attention status in the Taulia Buyer UI. How do I enroll them in the Taulia Platform?

Information on how to address suppliers with Needs Attention status in the Buyer UI.

Q. How can I provide information to all my suppliers at once?

Steps to create an announcement that all suppliers or a list of suppliers can see when they log into their Taulia account.

Q. My supplier did not receive the Taulia enrollment invitation email. How can I resend it?: 000008748

Explanation of how to adjust a supplier email address and resend a supplier enrollment invitation.

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

Information on Taulia’s supplier deactivation policy.

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Important Message

TLS 1.1 Deprecation 02/27/2020

Taulia Users,

Please note, as part of our March 3-5 release, we will be deprecating TLS 1.1 support on the Taulia platform. TLS 1.1 is an out-of-date protocol that does not support modern cryptographic algorithms, and contains security vulnerabilities that may be exploited by attackers.

We have reviewed access logs and do not anticipate any customer impact as the vast majority of our clients are already using TLS 1.2

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