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User guide
  1. 01Getting started
  2. 02The company's ERP
  3. 03Financing, on the company side
  4. 04The deal desk, on the bank side
  5. 05Collateral and third-party custody
  6. 06Platform administration
  7. 07Annex
  8. 08The company workspace and module access
  9. 09Tenders, favorites and alerts
  10. 10Track commercial activity in CRM
  11. 11Prepare a bid and execute the contract
  12. 12Bonds and Banking Connect
  13. 13Prepare a Collateral dossier
  14. 14Human resources and team capacity
  15. 15Subscription, entitlements and Founders programme
  16. 16Assistance, notifications and tracking
  17. 17Data & integrations
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User guide

Annex

7.1 Accessing your workspace

Use your personal account to sign in. If your company or institution has invited you, open the link received by email, sign in or create your account, then accept the invitation. Your administrator assigns the roles needed for your work; the institution concerned grants permissions within its workspace.

If you cannot find your invitation or the link has expired, ask its sender to renew it. If you have forgotten your password, use « Mot de passe oublié » (Forgot password) on the sign-in screen.

For help exploring modules and preparing to use them, ask the Tauraco Assistant (§1.5) or write to support from the Help & support screen.

7.2 Where to find help

  • The in-app guide, /guide, accessible from any authenticated screen.
  • The Tauraco Assistant (round button at the bottom right) for usage questions, then the Help & support screen (? icon in the top bar): the guide, the documentation and the team's address, [email protected], to be written with your company and your role. No screen in the application rereads the assistant's conversations, which are not kept. On the public tauraco.io site, the assistant Aïssa and the contact form play that role.
  • For a technical blocker (a document that stops progressing, a screen that does not show what is expected), provide the module, file or document reference, action time and displayed message, without sharing your password.
  • An "Access denied" message or a refusal that names a rule is never a glitch to work around: it is an answer. If the rule cited seems incorrect for your situation, contact your administrator (platform role) or the institution concerned (space authorization) rather than looking for a workaround.