Overview of managing

access for a Contract

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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To proceed to the next step, click the mouse, or use the PgDn or Down Arrow key on your keyboard.
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To end the presentation, right click and select End Show from the menu, or use the Esc key on your
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Last Updated: April 2014

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Service Access Management Tool

Contract Number Features
Administrators can perform the following actions: ADD, DELETE

ADD CONTRACT NUMBERS

Add Contract Numbers to
Cisco.com profiles (individuals
can obtain Cisco services.

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

Last Updated: April 2014

DELETE CONTRACT
NUMBERS
Delete Contract Numbers from
Cisco.com profiles (individuals
cannot obtain Cisco services.

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Service Access Management Tool

Contract Number Features (contd)
Administrators can perform the following actions: BLOCK, UNBLOCK, LOCK,
UNLOCK
BLOCK CONTRACT NUMBERS
Block Contract Numbers in a
Cisco.com profile (a specific
individual cannot have them
added to his profile)

LOCK BID
Lock Contract Numbers so that
only an Administrator who
manages Contract Numbers can
add them to a Cisco.com profile

UNBLOCK BID
Unblock Contract Numbers in a
Cisco.com profile (an unblocked
individual can now have them
added to his Cisco.com profile)

UNLOCK BID
Unlock Contract Numbers so
that Cisco can add them to
Cisco.com profiles

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

Last Updated: April 2014

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Service Access Management Tool

Contract Number Admin - Features (cont.)
Automated emails are generated when the following actions
are completed:
Action

Recipient

Cisco adds an administered Contract Number to a

Cisco.com profile

All Administrators of that

Contract Number

A Contract Number is added, deleted, blocked,

unblocked, locked, or unlocked using the tool

All Administrators of that

Contract Number

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

An Individual

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Service Access Management: Contract Number

Using Contract Number

Enables
Administrators to
place Contract
Numbers in Cisco
Account profiles
so those
individuals can
obtain Cisco
services
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

When a new
service Contract is
purchased, it must
be manually
added to Cisco
Account profiles

Primary users:
companies who
did not purchase
their contract
from Cisco directly
but are obtaining
support from
Cisco and have
less than 500
service Contracts
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Contract Number - Manage by Number

The Manage by Number
screen allows you to:
1
1. Enter a single
Contract Number
you administer and
select an Action.
2. Or, choose a single 2
Contract from a list
of all Contracts that
you administer and
select an Action.
3.

The Actions you can

select are:

Add Contract Number

Delete Contract
Number
Block Contract Number
Unblock Contract
Number
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

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.
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Contract Number - Manage by Name

The Manage by Name
screen allows you to:
1. Click Add Name when
you cannot find an
individual in the tool.
2. Or, Search for a user.
Then, select an Action.

1
2

3. The Actions you can

select are:
3
Add Contract Number
Delete Contract Number
Block Contract Number
Unblock Contract Number
Modify Expiry date

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

Last Updated: April 2014

Cisco Confidential

Contract Number - Manage by Group

The Manage by Group
screen allows you to:
1. Create a New Group 1
2. Or, choose an existing
2
group and select:
Add individuals or
Contract Numbers to
2
the group
Delete individuals or
Contract Numbers
from the group
Rename the group
Delete the group

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

Last Updated: April 2014

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Contract Number - Lock/Unlock

The Lock/Unlock
screen allows you to:
1. Enter one Contract
1
Number that you
Administer and select an
Action.
2. Or, choose one or many
contract numbers.
2
3. The Actions you can
select are:
Lock Contract
Number(s)
Unlock Contract
Number(s)

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

Last Updated: April 2014

Cisco Confidential

SAMT Grant, Revoke, Update Software Access

The
The Manage
Manage by
by Number
Number
Software
Software Access
Access
screen
screen allows
allows you
you to:
to:
1
1.
1.Enter
Enter aa single
single Contract
Contract
Number
you
administer
Number you administer
and
and select
select an
an Action.
Action.

2.
2. Or,
Or, choose
choose aa single
single
Contract
Contract from
from aa list
list of
of all
all
Contracts
Contracts that
that you
you
administer
administer and
and select
select an
an
Action.
Action.
You
You can
can choose
choose aa contract
contract
and
select
one
of
the
and select one of the
following
following Actions
Actions
.
.Grant
Grant software
software access
access
.
.Revoke
Revoke software
software access
access
.
. Update
Update software
software access
access
expiry
expiry
date
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Cisco date
and/or
its affiliates. All rights reserved.
Last Updated: April 2014

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10

Contract Number - 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

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

Last Updated: April 2014

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11

Contract Number Other Tool Functions

If an individual attempts to request a blocked or locked
Contract Number 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 Contract
Number.
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 Contract

Number to a Cisco.com profile using Ciscos internal tools, a
message will be displayed indicating the Contract Number
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 Contract Number to a Cisco.com profile, all

Administrators will be informed via email (you can request not
to receive this email).

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Last Updated: April 2014

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12