Quick Start Steps

Overview of managing access for a Bill to IDInstructions 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 2014Service Access Management: Using Bill to ID Using Bill to IDCisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20142Service Access Management ToolBill to ID Admin Features (cont.)Administrators can perform the following actions: ADD, REMOVE, ENABLE, DELETEREMOVE ACCESSRemove support access for Bill to IDs (individuals cannot obtain Cisco services)DELETE BIDDelete Bill to IDs from Cisco.com profiles ENABLE ACCESSEnable Bill to IDs for support access (individuals can obtain Cisco services)ADD BIDAdd Bill to IDs to Cisco.com profiles for access to certain tools (order status, licensing, etc.) but individuals cannot obtain Cisco services

Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20143Service Access Management ToolBill to ID Admin Features (cont.)Administrators can perform the following actions: BLOCK, UNBLOCK, LOCK, UNLOCKLOCK BIDLock Bill to IDs so that only an Administrator who manages BIDS can add them to a Cisco.com profileUNLOCK BIDUnlock Bill to IDs so that Cisco can add them to Cisco.com profilesUNBLOCK BIDUnblock Bill to IDs in a Cisco.com profile (an unblocked individual can now have the BIDs added to his Cisco.com profile)BLOCK BIDBlock Bill to IDs in a Cisco.com profile (a specific individual cannot have them added to his profile)

Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20144Service Access Management ToolBill to ID Admin - Features (cont.)ActionRecipientCisco adds an administered Bill to ID to a Cisco.com profileAll Administrators of that Bill to IDA Bill to ID is added, deleted, blocked, unblocked, locked or unlocked, or support is enabled or removed using the toolAll Administrators of that Bill to IDAny action is taken on the individuals Cisco.com profile by an AdministratorAffected IndividualAutomated emails are generated when the following actions are completed:Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20145Bill to ID - Manage by NumberThe Manage by Numberscreen allows you to:Enter a single Bill to ID you administer and select an Action.The Actions you can select are: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 accessRemove Support AccessAdd BIDDelete BIDBlock BIDUnblock BID

123Cisco 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 20146Bill to ID Manage by Name

The Manage by Namescreen allows you to:Click Add Name to add someone that you cannot seeSelect an Action to perform for that individualThe Actions you can select are:Add BID and Enable support accessRemove Support AccessAdd BIDDelete BIDBlock BIDUnblock BID

Locate an individual using a search attribute123Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014Bill 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 groupAdd individuals or Bill to IDs to the group and enable support accessRemove support access from the groupDelete individuals or Bill to IDs from the groupRename the groupDelete the groupShare / Unshare group12Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 20148Bill to ID - Lock/UnlockEnter one Bill to ID that you Administer and select an Action.Or, choose one or many Bill to IDs.Lock Bill to ID(s)Unlock Bill to ID(s)Lock Collaborative Contracts only The Actions you can select are:The Lock/Unlockscreen allows you to:

123Cisco 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 20149Bill to ID - AdministrationObtain ReportsOpen Profile Manager in order for the Administrator to perform/request updates to his profileInform Cisco about individuals who have left the companyInform Cisco about individuals who are obtaining support and may not be authorizedRegister a new individual to obtain a Cisco.com IDThe Administrationscreen allows you to:

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 201410Bill to ID Other Tool FunctionsIf Cisco attempts to add a blocked or locked Bill to ID to a Cisco.com profile using Ciscos 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 individuals information, and 2) to the individual with the Administrators 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 individuals information, and 2) to the individual with the Administrators 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).

Cisco Confidential# 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 201411