Cisco Confidential 1 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 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.

Cisco Confidential 2 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 3 Bill to ID - Manage by Number: Unblock from Cisco.com Profile Screen 1 of 2 To Unblock a Bill to ID to allow it to be added to a Cisco.com profile using the Manage by Number screen: 1. Choose a Bill to ID. Screen 1 of 2: 1. Enter a Bill to ID that you manage. OR Select Unblock Bill to ID to allow addition to Cisco.com profile. 3. Click the Submit button. 2. Select Unblock Bill to ID to allow addition to Cisco.com profile. 3. Click on the Submit button. OR 23 Note:You cannot see a Bill to ID in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 4 Bill to ID - Manage by Number: Unblock from Cisco.com Profile Screen 2 of 2 Once a Bill to ID has been chosen and the action Unblock Bill to ID to allow addition to Cisco.com profile has been selected: Screen 2 of 2: 1. Select one, many, or all individuals from the list Click on the Submit button. A success message will be displayed. An confirmation will be sent to all Administrators for that Bill to ID as well as each individual. 2 Unblocking allows an Administrator or Cisco to add the Bill to ID to the individual’s Cisco.com profile. Or, search for an individual and select them. Note:You cannot see a Bill to ID in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

Cisco Confidential 5 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 6 Bill to ID - Manage by Name: Unblock from Cisco.com Profile Screen 1 of 2 To Unblock a Bill to ID to allow it to be added to a Cisco.com profile using the Manage by Name screen: 5. Select Unblock Bill to ID to allow addition to Cisco.com profile. 6. Click on the Submit button. 4. Choose the individual. Screen 1 of 2: 1. Select a search attribute from the drop down list. A list of individuals who match the search attribute and criteria you entered will appear. 2. Enter the information you want to search for. 3. Click on the Search button

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 7 Bill to ID - Manage by Name: Unblock from Cisco.com Profile Screen 2 of 2 Once an individual has been chosen and the action Unblock Bill to ID to allow addition to Cisco.com profile has been selected: Screen 2 of 2: 1. Select one, many, or all Bill to IDs from the list Click on the Submit button. A success message will be displayed. An confirmation will be sent to all Administrators for that Bill to ID as well as the individual. 2 Unblocking allows an Administrator or Cisco to add the Bill to ID to the individual’s Cisco.com profile. Note:A message will be displayed if the individual you chose does not have any Bill to IDs that you manage blocked in his Cisco.com profile.

Cisco Confidential 8 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID – Unblocking Issue  The individual will be displayed in the Manage by Name list.  Search for the individual and Select an action Unblock BIDs to allow addition to Cisco.com profile and click on the Submit button.  Select the blocked Bill to ID(s) and click on the Submit button.  If desired, delete the Bill to ID you initially added. Note: If you have blocked all Bill to IDs you manage from the individual and receive an error, please open a support request. open a support request.  If you have blocked a Bill to ID from an individual and can no longer locate him in the tool, but want to unblock him:  On the Manage by Name screen, click on the Add Name button.  Enter the Cisco.com ID of the individual and click on the Add Bill to IDs button.  Select a Bill to ID in the list and click on the Submit button.