Access Management page is available for you the Metro admins to maintain the access for suppliers for different sections of SCOT pages.  


The Access Management page can be accessed by selecting the Padlock icon in the left-side menu, as highlighted in the image. 

 

There are two filters - Portfolio and Supplier Number-Name - allowing you to narrow down results and set the access to supplier for various sections in SCOT.

You can also save the filters for later quick access. Once you save a filter, you can find it under the Saved Filters section. The Clear Filter button allows you to quickly clear any of the preset filters and enables you to start a new search.



The sections available to manage access for suppliers are:

From Forecast sharing page:

  1. Order Forecast 
  2. Sales Forecast
  3. Sales Forecast Split
  4. Forecast Exchange : This section lets the suppliers upload their own forecasts. Once you give access here, they will see a button called upload forecast in the forecast sharing page.

From Supplier homepage:

     5. Lost Sales Visibility : Access to the KPI Lost sales Opportunity present in the home page and              also in the contributors page.


How to work with access management:

  1. To enable or disable access you can check or uncheck the box below each section next to the supplier number.
  2. You can add a comment to note down why the access was enabled or disabled.
  3. Once you uncheck or check the access box and add the comments, the assigned by and assigned date will get updated with your username and current time.
  4. Condition acceptance section refers to the number of users from that supplier who accepted the Forecast disclaimer terms. For example supplier A has 3 user accounts and if only 1 accepted the terms, then you'll see condition acceptance as 1/3. 


Bulk Update:

You can use the Bulk Update feature to edit the access of multiple suppliers to the data. First select the suppliers you want to change, then click on the Bulk Update button. 


Select the sections you want to enable or disable the access, Add the comments, which is optional and click on Give access or Remove access

 


Give Access:

You can use this button to provide the selected suppliers with the accesses only mentioned in the Report Access field. For instance, if a Supplier ‘A’ has access for Order Forecast access, but if you select Supplier ‘A’ during the Bulk Update and select Sales Forecast in the Report Access field, then Supplier ‘A’ will be provided Sales Forecast access, but will be revoked of his default Order Forecast access. So, it is imperative to select all the applicable accesses for a supplier before selecting the Give Access button.

Remove Access: 

You can use this button to revoke selective accesses (mentioned in Report Access field) to selected suppliers. For instance, if a Supplier ‘A’ has access for Order Forecast and Sales Forecast accesses, but if you select Supplier ‘A’ during the Bulk Update and select Sales Forecast in the Report Access field, and click Remove Access button, then the Supplier ‘A’ will only have Order Forecast access. So, it is important to select only the accesses that you do not wish for the supplier to have before selecting Remove Access button. In case nothing is selected in drop-down and Remove Access button  is clicked, all accesses will be removed.


A confirmation message will appear as mentioned below once you select Give/Remove access.