Granting support access for individuals to Bill to IDs Instructions for Navigating in the Training Module This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen. To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard. To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard. To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

Granting support access to a single Bill to ID for one or more individuals

Granting Support Access to a single Bill to ID for one or more Individuals To Enable Support Access using the Manage by Number screen: 2 3 Enter a Bill to ID that you manage. 1 Select Add Bill to ID and Enable Support Access. Click the Submit button. OR OR 1 Choose a Bill to ID. 3 Select Add Bill to ID and Enable support access. 2 Click on the Submit button.

Granting Support Access to a single Bill to ID for one or more Individuals Once a Bill to ID has been chosen and the action Add Bill to ID and Enable Support access has been selected: Search for an individual by selecting a value from the drop-down list and then typing the information in the text box, or click the Add Name button to add someone not visible on the page 1 2. Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for that Bill to ID as well as each individual. 2 Note: If you cannot locate an individual in the tool, see the “Add Name” instructions.

Granting Support Access to a single Bill to ID for one or more Individuals If you cannot locate an individual, in Manage by Number do the following: Screen 1 of 3: Enter or Select a Bill to ID, select Add Bill to ID to and Enable support access, and click Submit. 1 1 2 Screen 2 of 3: Click the Add Name button. 2 A new screen will appear. 3 3 Enter one to 10 Cisco.com IDs. 4 4 Click on the Search button.

Granting Support Access to a single Bill to ID for one or more Individuals Screen 3 of 3: A list of users will appear. 1 Select one or many users. User Last, First Name, email 1 2 Click on Submit. A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as the individual. 2

Grant support access for a single individual to one or more Bill to IDs

Granting Support Access for a Single Individual to one or more Bill to IDs To Enable Support Access using the Manage by Name screen: 2 3 Select a search attribute from the drop down list. 1 Enter the information you want to search for. Click on the Search button. A list of individuals who match the search attribute and criteria you entered will appear. Choose the individual. 4 6 Select Add Bill to ID and Enable support access. Click on the Submit button. 5 Note: If you cannot locate an individual in the tool, see the “Add Name” instructions.

Granting Support Access for a Single Individual to one or more Bill to IDs All the Contract Numbers under the Bill to IDs you select on this screen will be added to the individual’s Cisco.com profile so they can be used for service access. New contracts purchased using that Bill to ID will automatically be added. Once an individual has been chosen and the action Add Bill to ID and Enable support access has been selected: 1 Select one, many, or all Bill to IDs from the list. Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for that Bill to ID as well as the individual. 2 Note: A message will be displayed if the individual you chose already has all the Bill to IDs that you manage in his Cisco.com profile and enabled for support access.

Granting Support Access for a Single Individual to one or more Bill to IDs If you cannot locate an individual in order to add Bill to IDs, on the Manage by Name screen: 1 Screen 1 of 3: Click the Add Name button. 1 2 Screen 2 of 3: A new screen will appear. 2 Enter the individual’s Cisco.com ID. 3 3 Click on the Submit button. 10

Granting Support Access for a Single Individual to one or more Bill to IDs A list of all the Bill to IDs that you manage will appear. Once a valid Cisco.com ID has been entered and the Submit button has been selected: 1 1 Screen 3 of 3: Select one, many, or all Bill to IDs from the list. 2 Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for that Bill to ID as well as the individual. 2 11