Overview of managing

access for a Bill to ID

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

Cisco Confidential

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. All rights reserved.

Last Updated: April 2014

If the Bill to ID is
enabled for
support access,
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
individuals Cisco
Account profile,
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

Service Access Management Tool

Bill to ID Admin Features (cont.)

Administrators can perform the following actions: ADD, REMOVE, ENABLE,

DELETE
ADD BID
Add Bill to IDs to Cisco.com
profiles for access to certain
tools (order status, licensing,
etc.) 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.

Last Updated: April 2014

Cisco Confidential

Service Access Management Tool

Bill to ID Admin Features (cont.)

Administrators can perform the following actions: BLOCK, UNBLOCK, LOCK,

UNLOCK
BLOCK BID
Block Bill to IDs in a Cisco.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

UNBLOCK BID
Unblock Bill to IDs in a
Cisco.com profile (an unblocked
individual can now have the
BIDs added to his Cisco.com
profile)

UNLOCK BID
Unlock Bill to IDs so that Cisco
can add them to Cisco.com
profiles

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

Last Updated: April 2014

Cisco Confidential

Service Access Management Tool

Bill to ID Admin - Features (cont.)
Automated emails are generated when the following actions
are completed:
Action

Recipient

Cisco adds an administered Bill to ID to a

Cisco.com profile

All Administrators of that Bill to ID

A Bill to ID is added, deleted, blocked,

unblocked, locked or unlocked, or support is
enabled or removed using the tool

All Administrators of that Bill to ID

Any action is taken on the individuals

Cisco.com profile by an Administrator
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

Affected Individual

Cisco Confidential

Bill to ID - Manage by Number

The Manage by Number
screen allows you to:
1. Enter a single Bill to
ID you administer and
1
select an Action.
2. Or, choose a single Bill
to ID from a list of all Bill 2
to IDs that you
administer and select an
Action.
3. 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. All rights reserved.

Cisco Confidential

Bill to ID Manage by Name

The Manage by Name
screen allows you to:

1. Click Add Name to add

someone that you cannot
see
2
2. 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

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

Last Updated: April 2014

Cisco Confidential

Bill to ID - Manage by Group

The
The Manage
Manage by
by
Group
Group
screen
screen allows
allows you
you
to:
to:

1.
1. Create
Create aa New
New Group
Group
2.
2. Or,
Or, choose
choose an
an
existing
group
existing group and
and
select:
select:

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. All rights reserved.
LastBill
Updated:
April
2014 from the
Bill to
to IDs
IDs
from the

Cisco Confidential

Bill to ID - Lock/Unlock

The Lock/Unlock
screen allows you to:

1. Enter one Bill to ID that you

Administer and select an
Action.
2. Or, choose one or many Bill to
IDs.

3. 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. All rights reserved.

Cisco Confidential

Bill to ID - 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.com ID

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

Cisco Confidential

10

Bill to ID Other Tool Functions

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 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 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).

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

Last Updated: April 2014

Cisco Confidential

11