Managing Access Using BID Groups

Quick Start Steps

Managing access using Bill to ID groups

Instructions for Navigating in the Training Module

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2013-2014 Cisco and/or its affiliates. All rights reserved.

Last Updated: April 2014

Bill to ID - Manage by Group

The Manage by Groupscreen 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

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Bill to ID - Manage by Group: Create New Group

To Create a New Group using the Manage by Group screen:

Screen 1 of 3:

Enter a group name and description.

Click on the Next button.

Screen 2 of 3:

Select the Bill to ID(s) to add to the group.

Click on either the Add Bill to IDs or on the Add Bill to IDs and Enable Support Access button.

Screen 3 of 3:

Select the individuals to add to the group or click on Add Name if you cannot find an individual.

Click on the Submit button.

Note:If you cannot locate a Bill to ID in the tool, you are not set up to manage it.

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Bill to ID - Manage by Group: Add Bill to ID to Group

To Add Bill to ID(s) to a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Select the Bill to ID(s) to add to the group.


Select Add Bill to ID to group (does not provide support access).


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A success message will be displayed. An email confirmation will be sent to all Administrators for the Bill to ID(s) as well as each individual in the group.

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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.

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Bill to ID - Manage by Group: Add Bill to ID and Enable Support Access for Group

To Add Bill to ID(s) and Enable support access for a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Select the Bill to ID(s) to add and enable.


Select Add Bill to ID and Enable support access for group (provides support access).



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Bill to ID - Manage by Group: Add Name to a Group

To Add Name(s) to a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Search for an individual and select the name(s) to add to the group (or click Add Name and enter the Cisco.com ID).


Select Add name to group.


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Bill to ID - Manage by Group: Remove Support Access from Group

To Remove Support Access from a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Select the Bill to ID(s) to remove access from.


Select Remove support access from group (does not delete BIDs from group).


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Bill to ID - Manage by Group: Delete Bill to ID from Group

To Delete Bill to ID(s) from a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Select the Bill to ID(s) to delete from group.


Select Delete Bill to ID from group (removes access and deletes BIDs from group).


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Bill to ID - Manage by Group: Delete Name from a Group

To Delete Name(s) from a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Select the Name(s) to delete from the group.


Select Delete name from group.


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Bill to ID - Manage by Group: Rename Group

To Rename a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Enter the new group name and description.


Select Rename group.


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Bill to ID - Manage by Group: Delete Group

To Delete a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

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Screen 2 of 2:

Click on the Yes button.

Select Delete group (Note: deleting a group does not delete the Bill to IDs or support access from the Cisco.com profiles of the individuals in the group).


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Bill to ID - Manage by Group: Share / Unshare Group

To Share/Unshare a Group using the Manage by Group screen:

Screen 1 of 2:

Choose a group.

Select Share/Unshare group.


Screen 2 of 2:

To Share

Click Share Group Access and Enter the CCO id to share

To Unshare

Click on the Unshare Group Access and select Administrators to Unshare.

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Documents

Managing Access Using BID Groups