1 / 9

Contract Number - Manage by Group

Contract Number - Manage by Group. The Manage by Group screen allows you to:. Create a New Group. Or, choose an existing group and select:. Add individuals or Contract Numbers to the group Delete individuals or Contract Numbers from the group Rename the group Delete the group.

fathi
Download Presentation

Contract Number - Manage by Group

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Contract Number - Manage by Group The Manage by Groupscreen allows you to: Create a New Group Or, choose an existing group and select: • Add individuals or Contract Numbers to the group • Delete individuals or Contract Numbers from the group • Rename the group • Delete the group

  2. Contract Number - Manage by Group: Create New Group To Create a New Group using the Manage by Group screen: 1 2 • Screen 1 of 3: • Enter a group name and description. 3 • Click on the Next button. • Screen 2 of 3: • Select the Contract Number(s) to add to the group. 4 • Click on Nextbutton. • Screen 3 of 3: • Select the individuals to add to the group. 5 • Click on the Submit button. 6

  3. Contract Number- Manage by Group: Add Contract to Group To Add Contract Number(s) to a Group using the Manage by Group screen: 1 • Screen 1 of 2: • Choose a group. • Select Add contract to group. 3 2 • Click on the Submit button. • Screen 2 of 2: • Select the Contract Number(s) to add to the group. 4 • Click on the Submit button. A success message will be displayed. An email confirmationwill be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 5 Note: You cannot see a Contract Number in the tool unless that number is in your Cisco.com profile and you are set up to manage it. See slide 118 for how to add Contract Number(s) to your profile.

  4. Contract Number - Manage by Group: Add Name to a Group To Add Name(s) to a Group using the Manage by Group screen: 1 • Screen 1 of 2: • Choose a group. 3 • Select Add name to group. 2 • Click on the Submit button. • Screen 2 of 2: • Select the Name(s) to add to the group (or click Add Name and enter the Cisco.com ID). • Click on the Submit button. A success message will be displayed. An email confirmationwill be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 4 5

  5. Contract Number - Manage by Group: Delete Contract from Group To Delete Contract Number(s) from a Group using the Manage by Group screen: 1 • Screen 1 of 2: • Choose a group. 3 • Select Delete contract from group. 2 • Click on the Submit button. • Screen 2 of 2: • Select the Contract Number(s) to delete from group. 4 • Click on the Submit button. A success message will be displayed. An email confirmationwill be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 5 Note: You cannot see a Contract Number in the tool unless that number is in your Cisco.com profile and you are set up to manage it. See slide 119 for how to add Contract Numbers to your profile.

  6. Contract number - Manage by Group: Delete Name from a Group To Delete Name(s) from a Group using the Manage by Group screen: 1 • Screen 1 of 2: • Choose a group. 3 • Select Delete name from group. 2 • Click on the Submit button. • Screen 2 of 2: • Select the Name(s) to delete from the group. • Click on the Submit button. A success message will be displayed. An email confirmationwill be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 4 5

  7. Contract Number - Manage by Group: Rename Group To Rename a Group using the Manage by Group screen: 1 3 • Screen 1 of 2: • Choose a group. 2 • Select Rename group. • Click on the Submit button. • Screen 2 of 2: • Enter the new group name and description. • Click on the Submit button. 4 5

  8. Contract Number - Manage by Group: Delete Group To Delete a Group using the Manage by Group screen: 1 3 • Screen 1 of 2: • Choose a group. 2 • Select Delete group (Note: deleting a group does not delete the Contracts from the Cisco.com profiles of the individuals in the group). • Click on the Submit button. • Screen 2 of 2: • Click on the Yes button. 4

  9. Contract Number - Manage by Group: Share/Unshare Group To Share/Unshare a Group using the Manage by Group screen: 1 3 • Screen 1 of 2: • Choose a group. 2 • Select Share/Unshare Group Access. • Click on the Submit button. • Screen 2 of 2: • Click on the Share Group Access button to share the group with Administrators • . Click on the Unshare Group Access button to unshare the group from Administrators 4 5

More Related