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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 main page

3 - Click on Supplier Center (beta).

 User-added image

4 - Please select the Supplier Name or Supplier Number and the UI will guide towards an overview of the supplier data on Taulia. 

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5 - Please select the exact supplier.

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6 - 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.

User-added image

3 - Click on Supplier Center (beta).

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4 - Please select Upload Contacts

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5 - 
Download the template, enter the needed contacts and upload the file.


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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


6 - 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.

7 - Search the supplier in the Supplier Center (beta) and click on the supplier name to open up the supplier details.

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


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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 can I connect to the Taulia Connector?: 000010535

The Taulia Connector is the communication solution which directs connectivity between the Taulia Platform and your ERP.

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. Does Taulia support Single Sign On (SSO) for suppliers?: 000008736

Information on Taulia’s supplier Single Sign On policy.

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. What is the process flow for Taulia Dynamic Discounting?: 000008759

End-to-end diagram of the Taulia Dynamic Discounting process.

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