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Overview of managing

access for a Bill to ID
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© 2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

Cisco Confidential

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Service Access Management: Using Bill to ID Using Bill to ID Enables Administrator to identify which Bill to IDs associated with Cisco Account profiles can be utilized to obtain Cisco services © 2013-2014 Cisco and/or its affiliates. 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 Cisco Confidential 2 . 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. All rights reserved. Last Updated: April 2014 If the Bill to ID is enabled for support access.

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

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

deleted. All rights reserved. unblocked.com profile All Administrators of that Bill to ID A Bill to ID is added. locked or unlocked. Last Updated: April 2014 Affected Individual Cisco Confidential 5 .Features (cont.com profile by an Administrator © 2013-2014 Cisco and/or its affiliates. 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. blocked.Service Access Management Tool Bill to ID Admin .) Automated emails are generated when the following actions are completed: Action Recipient Cisco adds an administered Bill to ID to a Cisco.

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

Last Updated: April 2014 Cisco Confidential 7 . All rights reserved. Locate an individual using a search attribute  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 3 © 2013-2014 Cisco and/or its affiliates.Bill to ID – Manage by Name The Manage by Name screen allows you to: 1 1. Click Add Name to add someone that you cannot see 2 2.

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

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

Administration The Administration screen allows you to:  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.Bill to ID . All rights reserved. Cisco Confidential 10 .com ID © 2013 Cisco and/or its affiliates.

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