Quick Start Steps

Granting other tool BID access without support access

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

By NumberGranting other tool BID access without support accessCisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Bill to ID - Manage by Number: Add to Cisco.com ProfileScreen 1 of 2To Add a Bill to ID to a Cisco.com profile using the Manage by Number screen:Choose a Bill to ID.Screen 1 of 2:Enter a Bill to ID that you manage.OR1123Select Add Bill to ID to Cisco.com profile.Click the Submit button.Select Add Bill to ID to Cisco.com profile.Click on the Submit button.

ORNote:You cannot see a Bill to ID in the tool that you are not set up to manage it.

23Cisco Confidential 2013 Cisco and/or its affiliates. All rights reserved.#Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20143

####Bill to ID - Manage by Number: Add to Cisco.com ProfileScreen 2 of 2Once a Bill to ID has been chosen and the action Add Bill to ID to Cisco.com profile has been selected:Screen 2 of 2:Search for an individual and select them or click on Add Name to Add someone you cannot see.Select the individual from the list.Note:If you cannot locate an individual in the tool, see the Add Name instructions.1Click 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.2Adding a Bill to ID to a Cisco.com profile does not allow the individual to use the Bill to ID for support access. If you want to provide service access, select Add Bill to ID and Enable support access instead.Cisco Confidential 2013 Cisco and/or its affiliates. All rights reserved.#Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20144

By Name Granting other tool BID access without support accessCisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Bill to ID - Manage by Name: Add to Cisco.com ProfileScreen 1 of 2To Add a Bill to ID to a Cisco.com profile using the Manage by Name screen:1

Select Add Bill to ID to Cisco.com profile.Click on the Submit button.Choose the individual.Screen 1 of 2:Select a search attribute from the drop down list (or select Add Name if you cannot see the user in the tool).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.4

Note:If you cannot locate an individual in the tool, see the Add Name instructions.2356Cisco Confidential 2013 Cisco and/or its affiliates. All rights reserved.#Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20146

Bill to ID - Manage by Name: Add to Cisco.com ProfileScreen 2 of 2Once an individual has been chosen and the action Add Bill to ID to Cisco.com profile has been selected:Screen 2 of 2:Select one, many, or all Bill to IDs from the list.1Click 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.2Adding a Bill to ID to a Cisco.com profile does not allow the individual to use the Bill to ID for support access. If you want to provide service access, select Add Bill to ID and Enable support access instead.

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.Cisco Confidential 2013 Cisco and/or its affiliates. All rights reserved.#Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20147