Q: How to assign portfolio to Admin users?


A: Step 1. Log in into your SCOT|A account ("Employee" section) using your Metro account username and password:


https://scot.metronom.com/




Step 2. Click on "Portfolio Definition"



Step 3. Name your Portfolio -> Assign Suppliers -> Assign portfolio to your name and, to finish the process, press on "Add"


NOTE: For all Admin accounts on SCOT|A, supplier portfolio(s) can be assigned. It is not mandatory, but highly recommended, in order to make your daily work easier. 

If you don't have any portfolio assigned, system will show a message, asking to define a portfolio, every time you access SCOT.


Same portfolio can be assigned to several users. 

Important: Portfolios can be assigned also to users with other roles than Admin. Please note that:

 

1) The user search function only works with first name and last name, NOT with email of the user.

2) When creating a portfolio, please don't forget the NAME of the portfolio. If the name is missing, we receive the "Internal Error" message.