Bill to ID - Manage by Number: Add to Cisco Profile Screen 1 of 2

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© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 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: 1.Choose a Bill to ID. Screen 1 of 2: 1.Enter a Bill to ID that you manage. OR 1 1 2 3 2.Select Add Bill to ID to Cisco.com profile. 3.Click the Submit button. 2.Select Add Bill to ID to Cisco.com profile. 3.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 71 for how to add Bill to IDs to your profile. 2 3

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Bill to ID - Manage by Number: Add to Cisco.com Profile Screen 1 of 2. 2. 3. To Add a Bill to ID to a Cisco.com profile using the Manage by Number screen:. Screen 1 of 2: Enter a Bill to ID that you manage. 1. OR. Select Add Bill to ID to Cisco.com profile . Click the Submit button. - PowerPoint PPT Presentation

Transcript of Bill to ID - Manage by Number: Add to Cisco Profile Screen 1 of 2

Page 1: Bill to ID - Manage by Number: Add to Cisco Profile Screen 1 of 2

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1

Bill to ID - Manage by Number: Add to Cisco.com ProfileScreen 1 of 2

To Add a Bill to ID to a Cisco.com profile using the Manage by Number screen:

1. Choose a Bill to ID.

Screen 1 of 2:1. Enter a Bill to ID that you

manage.

OR

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2

3

2. Select Add Bill to ID to Cisco.com profile.

3. Click the Submit button.

2. Select Add Bill to ID to Cisco.com profile.

3. 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 71 for how to add Bill to IDs to your profile.

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Page 2: Bill to ID - Manage by Number: Add to Cisco Profile Screen 1 of 2

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2

Bill to ID - Manage by Number: Add to Cisco.com ProfileScreen 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 2:1. 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.

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2. 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.

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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.

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Page 3: Bill to ID - Manage by Number: Add to Cisco Profile Screen 1 of 2

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3

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

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5. Select Add Bill to ID to Cisco.com profile.

6. Click on the Submit button.

4. Choose the individual.

Screen 1 of 2:1. Select a search attribute

from the drop down list.

A list of individuals who match the search attribute and criteria you entered will appear.

2. Enter the information you want to search for.

3. Click on the Search button.

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Page 4: Bill to ID - Manage by Number: Add to Cisco Profile Screen 1 of 2

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4

Bill to ID - Manage by Name: Add to Cisco.com ProfileScreen 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 2:1. 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.

12. 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.

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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.