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Bill to ID - Manage by Number: Add to Cisco.com Profile Bill to ID - Manage by Number: Add to Cisco.com Profile

Bill to ID - Manage by Number: Add to Cisco.com Profile - PowerPoint Presentation

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Uploaded On 2015-09-20

Bill to ID - Manage by Number: Add to Cisco.com Profile - PPT Presentation

Screen 1 of 2 To Add a Bill to ID to a Ciscocom profile using the Manage by Number screen Choose a Bill to ID Screen 1 of 2 Enter a Bill to ID that you manage OR 1 1 2 3 Select ID: 134543

add bill cisco profile bill add profile cisco individual screen manage select access click button search submit list support

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Presentation Transcript

Slide1

Bill to ID - Manage by Number: Add to Cisco.com Profile

Screen 1 of 2

To

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.

OR

1

1

2

3

Select

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.

OR

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

slide 7

1 for how to add Bill to IDs to your profile

.

2

3Slide2

Bill to ID - Manage by Number: Add to Cisco.com Profile

Screen 2 of 2

Once 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:

Select one, many, or all individuals from the list.

Note: If you cannot locate an individual in the tool, see the “Add Name” instructions on the next slide.1

Click 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.

2

Adding 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.

Or, search for an individual and select them.

#####Slide3

Bill to ID - Manage by Name: Add to Cisco.com Profile

Screen 1 of 2

To

Add a Bill to ID to a Cisco.com profile

using the Manage by Name screen:

Note: If you cannot locate an individual in the tool, see the

“Add Name” instructions on slide 28.

12

3

5

6

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.

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.

4Slide4

Bill to ID - Manage by Name: Add to Cisco.com Profile

Screen 2 of 2

Once 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.

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.1

Click 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.

2

Adding 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.