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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. Granting support access for individuals to contracts

Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

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Page 1: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

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.

Granting support access for individuals to contracts

Page 2: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 2© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting support access for one or more individuals to a single contract

Page 3: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 3© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting support access to a single contract

To grant support access to a Contract for one or more individuals, use the Manage by Number screen:

Screen 1 of 2:Enter a Contract Number that you manage.

Select Add contract to Cisco.com profile.

Click the Submit button.

OR

Choose a Contract Number.

Select Add contract to Cisco.com profile.

Click the Submit button.

OR

Note: You cannot see a Contract Number in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

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Page 4: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 4© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting support access to a single contract

Once a Contract Number has been chosen and the action Add contract to Cisco.com profile has been selected:

Screen 2 of 2:

Search for an individual and select them.

Click on the Submit button.

A success message will be displayed and an email confirmation will be sent to all Administrators for that Contract Number, as well as each individual.

If you do not see the name of the person you want to add, click “Add Name” and follow the instructions on the next page.

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Page 5: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 5© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting support access to a single contract

If you cannot locate an individual, in Manage by Number do the following:

Screen 2 of 3:Click the Add Name button.

A new screen will appear.

Click on the Search button.

Enter one to 10 Cisco.com IDs.

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Screen 1 of 3:Enter or Select a contract number, select Add contract to Cicco.com profile, and click Submit.

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Page 6: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 6© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Screen 3 of 3:A list of users will appear.

Select one or many users.

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.

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User Last, First Name, email

Granting support access to a single contract

Page 7: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 7© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting support access to one or more contracts for a single individual

Page 8: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 8© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting Support Access for a Single Individual

To Add one or more Contract Numbers to a single individual, use the Manage by Name screen

Note: If you cannot locate an individual in the tool, use the “Add Name” button.

Select Add contract to Cisco.com profile.

Click on the Submit button.

Choose the individual.

Select a search attribute from the drop down list.

A list of individuals who match the search attribute and criteria you entered will appear.

Enter the information you want to search for.

Click on the Search button.

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Page 9: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential 9© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Granting Support Access for a Single Individual

Once an individual has been chosen and the action Add Contract to Cisco.com profile has been selected:

Select one, many, or all Contract Numbers from the list.

Note: A message will be displayed if the individual you chose already has all the Contract Numbers that you manage in his Cisco.com profile.

Click on the Submit button.

A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as the individual.

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Page 10: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential© 2013 Cisco and/or its affiliates. All rights reserved. 10

Granting Support Access for a Single Individual

If you cannot locate an individual on the Manage by Name screen:

Screen 1 of 3:Click the Add Name button.

Screen 2 of 3:A new screen will appear.

Click on the Submit button.

Enter the individual’s Cisco.com ID.

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Page 11: Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training

Cisco Confidential© 2013 Cisco and/or its affiliates. All rights reserved. 11

Granting Support Access for a Single Individual

Once a valid Cisco.com ID has been entered and the Submit button has been selected:

Screen 3 of 3:Select one, many, or all Contract Numbers 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 Contract Number as well as the individual.

A list of all the Contract Numbers that you manage will appear.

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