Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

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

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

Article Number: 000009220

It sometimes happens that a supplier loses access to the only account that they have enrolled on the Taulia supplier portal. Now you can add a new user to the supplier record either one by one or at bulk using a CSV file. Please find below instructions on how to add a new admin user:

Adding individual users: 

1 - Log into the Taulia Buyer UI with your buyer admin account, at https://login.na1prd.taulia.com/login (NA platform) or https://login.eu1prd.taulia.com/login (EU platform).

2 - Click on Suppliers > Supplier Center

 User-added image

3 - Please select the Supplier Name and the UI will guide you towards an overview of the supplier data on Taulia. 

 User-added image

4 - Please select the exact supplier.

User-added image

5 - Click on Add a Contact and enter email, first name, and last name. You can just Save the contact or save and send an invite to the new user by clicking on the respective buttons.

User-added image

Adding multiple users for different vendors at once using a CSV file:

1 -
Log into the Taulia Buyer UI with your buyer admin account.

2 - Click on Suppliers > Supplier Center.

User-added image

3 - Please select Upload Contacts

User-added image

4 - 
Download the template, enter the needed contacts and upload the file.


User-added image

The fields in the file:

ColumnUse
SupplierNumber_RequiredEnter the existing vendor number already enrolled Make sure to add leading zeroes to make the vendor number 10 long. You can do this in Excel by starting the field value with a ',

e.g. '0000123456
EmailAddressEmail address for the new supplier admin
FirstNameFirst name for the new supplier admin
LastNameLast name for the new supplier admin
PhoneNumberoptional
MobileNumberoptional
FaxNumberoptional
Departmentoptional
RoleSet to Admin
Notesoptional
ErpClientIdLeave blank
Note: The first row (header) is used to read the csv and needs to remain in the csv.Just a note


5 - The results will show if the uploaded records were processed correctly or not.

 User-added image

If any records are Ignored you can check why by downloading the detailed results.

6 - Search the supplier in the Supplier Center and click on the supplier name to open up the supplier details.

7 - At the bottom of the screen, find the added supplier user and click on the Invite button on the right.


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Taulia Add-on for SAP integration suite, managed gateway SP04 Release Notes: 000010715

Summary of service pack 04 for the Taulia Add-on for SAP integration suite, managed gateway, released November 2024.

Taulia Add-on for SAP 5.0 Release Notes: 000010691

Summary of the 5.0 version of the Taulia Add-on, released September 2023.

Q. Why are my AR Financing invoices not available for early payment?: 000010710

This article will explain the most common reasons why an AR Financing invoice may not be in Available status.

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.

AR Financing Receivables Payments: 000010699

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

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

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