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Q. How do I access or switch customer accounts?: 000003466

Article Number: 000003466

Note - This feature may not be available in your portal.

Many users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access to different customers using one user account. If you currently have multiple user accounts in Taulia to access different customers that you would like to combine into one for easier access, please see Q. How do I merge/combine my Taulia accounts into one? to learn how.

You can easily discern that you have access to more than one Taulia account via merge by first logging into your account:

1 - Log into the portal.

2 - As soon as you log in, if you get the page below, this means you have access to more than one Taulia account under different customers:

User-added image

3 - From the Customers section, you can pick the customer you would like to see and it will take you to that specific customer's Taulia portal.

4 - Once you are logged in, you can also switch customer accounts by selecting Customers:

User-added image

5 - Selecting Customers will bring a new page with a list of your merged customer accounts. Select the customer you want to see and it will take you to that customer's portal.

Note - Even though the accounts are merged, they all act as separate accounts. The portals do not interact with each other in any way. This also means different features will apply to each account based on your customer's portal customizations.

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