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Granting support access for individuals to contracts

Learn how to grant support access to one or more individuals for a single contract using the Manage by Number or Manage by Name screens. Follow step-by-step instructions in this training module.

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Granting support access for individuals to contracts

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  1. Granting support access for individuals to contracts 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 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.

  2. Granting support access for one or more individuals to a single contract

  3. Granting support access to a single contract To grant support access to a Contract for one or more individuals, use the Manage by Number screen: Screen 1 of 2: Enter a Contract Number that you manage. Select Add contract to Cisco.com profile. Click the Submit button. ORChoose a Contract Number. Select Add contract to Cisco.com profile. Click the Submit button. 2 3 1 1 OR 2 3 1 3 2 1 2 3 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.

  4. Granting support access to a single contract Once a Contract Number has been chosen and the action Add contract to Cisco.com profile has been selected: Screen 2 of 2: Search for an individual and select them. Click on the Submit button. A success message will be displayed and an email confirmation will be sent to all Administrators for that Contract Number, as well as each individual. If you do not see the name of the person you want to add, click “Add Name” and follow the instructions on the next page. 1 2 3 1 2 3

  5. Granting support access to a single contract If you cannot locate an individual, in Manage by Number do the following: Screen 1 of 3: Enter or Select a contract number, select Add contract to Cicco.com profile, and click Submit. 1 1 2 Screen 2 of 3: Click the Add Name button. 2 A new screen will appear. Enter one to 10 Cisco.com IDs. 3 3 4 4 Click on the Search button.

  6. Granting support access to a single contract Screen 3 of 3: A list of users will appear. Select one or many users. 1 1 2 Click on Submit. User Last, First Name, email A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as the individual. 2

  7. Granting support access to one or more contracts for a single individual

  8. Granting Support Access for a Single Individual To Add one or more Contract Numbers to a single individual, use the Manage by Name screen 3 2 Screen 1 of 2: 1 Select a search attribute from the drop down list. 1 Enter the information you want to search for. 2 Click on the Search button. 3 A list of individuals who match the search attribute and criteria you entered will appear. 4 6 4 Choose the individual. Select Add contract to Cisco.com profile. 5 5 Click on the Submit button. 6 Note: If you cannot locate an individual in the tool, use the “Add Name”button.

  9. Granting Support Access for a Single Individual Once an individual has been chosen and the action Add Contract to Cisco.com profile has been selected: Screen 2 of 2: Select one, many, or all Contract Numbers from the list. 1 1 2 Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as the individual. 2 2 Note: A message will be displayed if the individual you chose already has all the Contract Numbers that you manage in his Cisco.com profile.

  10. Granting Support Access for a Single Individual If you cannot locate an individual on the Manage by Name screen: 1 Screen 1 of 3: Click the Add Name button. 1 2 Screen 2 of 3: A new screen will appear. Enter the individual’s Cisco.com ID. 2 3 Click on the Submit button. 3

  11. Granting Support Access for a Single Individual A list of all the Contract Numbers that you manage will appear. Once a valid Cisco.com ID has been entered and the Submit button has been selected: 1 Screen 3 of 3: Select one, many, or all Contract Numbers from the list. 1 2 Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as the individual. 2

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