1. Cisco Confidential 1 © 2013-2014 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.

2. Cisco Confidential 2 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Service Access Management: Using Bill to ID Enables Administrator to identify which Bill to IDs associated with Cisco Account profiles can be utilized to obtain Cisco services If the Bill to ID is enabled for support access, the individual will be able to use all the Contract Numbers under that Bill to ID to obtain support When a new service Contract is purchased under the enabled Bill to ID in the individual’s Cisco Account profile, it is automatically available to obtain support Primary users: companies who purchased their contracts directly from Cisco and want automatic association for their technical team when new contracts are purchased Using Bill to ID

3. Cisco Confidential 3 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Service Access Management Tool Bill to ID Admin – Features (cont.) Administrators can perform the following actions: ADD, REMOVE, ENABLE, DELETE REMOVE ACCESS Remove support access for Bill to IDs (individuals cannot obtain Cisco services) DELETE BID Delete Bill to IDs from Cisco.com profiles ENABLE ACCESS Enable Bill to IDs for support access (individuals can obtain Cisco services) ADD BID Add Bill to IDs to Cisco.com profiles for access to certain tools (order status, licensing, etc.) but individuals cannot obtain Cisco services

4. Cisco Confidential 4 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Service Access Management Tool Bill to ID Admin – Features (cont.) Administrators can perform the following actions: BLOCK, UNBLOCK, LOCK, UNLOCK LOCK BID Lock Bill to IDs so that only an Administrator who manages BIDS can add them to a Cisco.com profile UNLOCK BID Unlock Bill to IDs so that Cisco can add them to Cisco.com profiles UNBLOCK BID Unblock Bill to IDs in a Cisco.com profile (an unblocked individual can now have the BIDs added to his Cisco.com profile) BLOCK BID Block Bill to IDs in a Cisco.com profile (a specific individual cannot have them added to his profile)

5. Cisco Confidential 5 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Service Access Management Tool Bill to ID Admin - Features (cont.) ActionRecipient Cisco adds an administered Bill to ID to a Cisco.com profile All Administrators of that Bill to ID A Bill to ID is added, deleted, blocked, unblocked, locked or unlocked, or support is enabled or removed using the tool All Administrators of that Bill to ID Any action is taken on the individual’s Cisco.com profile by an Administrator Affected Individual Automated emails are generated when the following actions are completed:

6. Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 6 Bill to ID - Manage by Number The Manage by Number screen allows you to: 1. Enter a single Bill to ID you administer and select an Action. 3. The Actions you can select are: 2. Or, choose a single Bill to ID from a list of all Bill to IDs that you administer and select an Action.  Add BID and Enable support access  Remove Support Access  Add BID  Delete BID  Block BID  Unblock BID 1 2 3

7. Cisco Confidential 7 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID – Manage by Name The Manage by Name screen allows you to: 1. Click Add Name to add someone that you cannot see  Select an Action to perform for that individual 3. The Actions you can select are:  Add BID and Enable support access  Remove Support Access  Add BID  Delete BID  Block BID  Unblock BID 2. Locate an individual using a search attribute 1 2 3

8. Cisco Confidential 8 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID - Manage by Group The Manage by Group screen allows you to: 1. Create a New Group 2. Or, choose an existing group and select: Add individuals or Bill to IDs to the group Add individuals or Bill to IDs to the group and enable support access Remove support access from the group Delete individuals or Bill to IDs from the group Rename the group Delete the group Share / Unshare group The Manage by Group screen allows you to: 1. Create a New Group 2. Or, choose an existing group and select: Add individuals or Bill to IDs to the group Add individuals or Bill to IDs to the group and enable support access Remove support access from the group Delete individuals or Bill to IDs from the group Rename the group Delete the group Share / Unshare group 1 2

9. Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 9 Bill to ID - Lock/Unlock 1. Enter one Bill to ID that you Administer and select an Action. 2. Or, choose one or many Bill to IDs.  Lock Bill to ID(s)  Unlock Bill to ID(s)  Lock Collaborative Contracts only 3. The Actions you can select are: The Lock/Unlock screen allows you to: 1 2 3

10. Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 10 Bill to ID - Administration  Obtain Reports  Open Profile Manager in order for the Administrator to perform/request updates to his profile  Inform Cisco about individuals who have left the company  Inform Cisco about individuals who are obtaining support and may not be authorized  Register a new individual to obtain a Cisco.com ID The Administration screen allows you to:

11. Cisco Confidential 11 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID – Other Tool Functions  If Cisco attempts to add a blocked or locked Bill to ID to a Cisco.com profile using Cisco’s internal tools, a message will be displayed indicating the Bill to ID cannot be added.  An email will automatically be sent: 1) to the Administrator with the individual’s information, and 2) to the individual with the Administrator’s information.  If an individual attempts to request a blocked or locked Bill to ID be added to his Cisco.com profile using the Cisco.com Profile Manager, a message will be displayed directing him to the Administrator(s) for that Bill to ID.  An email will automatically be sent: 1) to the Administrator with the individual’s information, and 2) to the individual with the Administrator’s information. The request will not be sent to Cisco.  If Cisco adds a Bill to ID to a Cisco.com profile, all Administrators will be informed via email (you can request not to receive this email).