Managing access using Bill

to ID groups
Instructions for Navigating in the Training Module
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2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

Cisco Confidential

Bill to ID - Manage by Group

The
The Manage
Manage by
by
Group
Group
screen
screen allows
allows you
you
to:
to:

1.
1. Create
Create aa New
New Group
Group
2.
2. Or,
Or, choose
choose an
an
existing
group
existing group and
and
select:
select:

Add
Add individuals
individuals or
or Bill
Bill
to
to IDs
IDs to
to the
the group
group
Add
Add individuals
individuals or
or Bill
Bill
to
to IDs
IDs to
to the
the group
group
and
and enable
enable support
support
access
access
Remove
Remove support
support
access
from
access from the
the
group
group
2013-2014
Delete
individuals
Delete
individuals or
or
Cisco and/or its affiliates. All rights reserved.
LastBill
Updated:
April
2014 from the
Bill to
to IDs
IDs
from the

Cisco Confidential

Bill to ID - Manage by Group: Create New Group

To
To Create
Create aa New
New Group
Group using
using
the
Manage
by
Group
screen:
the Manage by Group screen:

Screen
Screen 11 of
of 3:
3:
1.
1. Enter
Enter aa group
group name
name and
and
description.
description.
2.
Click
2. Click on
on the
the Next
Next button.
button.
Screen
Screen 22 of
of 3:
3:
3.
3. Select
Select the
the Bill
Bill to
to ID(s)
ID(s) to
to add
add
to
the
group.
to the group.
4.
4. Click
Click on
on either
either the
the Add
Add Bill
Bill to
to
IDs
IDs or
or on
on the
the Add
Add Bill
Bill to
to IDs
IDs
and
Enable
Support
Access
and Enable Support Access
button.
button.
Screen
Screen 33 of
of 3:
3:
5.
5. Select
Select the
the individuals
individuals to
to add
add to
to
the
group
or
click
on
Add
the group or click on Add
Name
Name ifif you
you cannot
cannot find
find an
an
individual.
individual.
6.
the
Submit
button.
Note:If
you on
cannot
a Bill
to ID in the
6. Click
Click
on
thelocate
Submit
button.
tool,Cisco
you
are
not set
manage it.
2013-2014
and/or
its affiliates.
All up
rightsto
reserved.
Last Updated: April 2014

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3

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Cisco Confidential

Bill to ID - Manage by Group: Add Bill to ID to Group

To Add Bill to ID(s) to a
Group using the Manage by
Group screen:
Screen 1 of 2:
1. Choose a group.
2. Select Add Bill to ID to
group (does not provide
support access).
3. Click on the Submit
button.
Screen 2 of 2:
4. Select the Bill to ID(s) to
add to the group.
5. Click on the Submit
button.
A success message will be
displayed. An email
confirmation will be sent to all
Administrators for the Bill to
ID(s) as well as each individual
in the group.
2013 Cisco and/or its affiliates. All rights reserved.

1
3

5
Note: You cannot see a Bill to ID in the tool
unless that number is in your
Cisco.com profile and
you are set up
Cisco Confidential
to manage it.

Bill to ID - Manage by Group: Add Bill to ID and Enable Support

Access for Group
To Add Bill to ID(s) and
Enable support access for
a Group using the Manage
by Group screen:
Screen 1 of 2:
1. Choose a group.
2. Select Add Bill to ID and
Enable support access for
group (provides support
access).
3. Click on the Submit button.
Screen 2 of 2:
4. Select the Bill to ID(s) to add
and enable.
5. Click on the Submit button.
A success message will be
displayed. An email
confirmation will be sent to all
Administrators for the Bill to
ID(s) as well as each individual
2013 Cisco
and/or its affiliates. All rights reserved.
in the
group.

5
Note: You cannot see a Bill to ID in
the tool unless that number
is in your Cisco.com profile
and you are set up to
manage it. Cisco Confidential

Bill to ID - Manage by Group: Add Name to a Group

To Add Name(s) to a Group
using the Manage by Group
screen:
Screen 1 of 2:
1. Choose a group.

2. Select Add name to group.

3. Click on the Submit button.

Screen 2 of 2:
4. Search for an individual
and select the name(s) to
add to the group (or click
Add Name and enter the
Cisco.com ID).
5. Click on the Submit
button.

A success message will be

displayed. An email
confirmation will be sent to all
Administrators for the Bill to
ID(s) as well as each individual
in the
group.
2013 Cisco
and/or its affiliates. All rights reserved.

Cisco Confidential

Bill to ID - Manage by Group: Remove Support Access from Group

To Remove Support Access
from a Group using the
Manage by Group screen:
Screen 1 of 2:
1. Choose a group.
2. Select Remove support
access from group (does
not delete BIDs from
group).
3. Click
on the Submit button.

1
3
2

Screen 2 of 2:
4
4. Select the Bill to ID(s) to
remove access from.
5. Click on the Submit
button.
A success message will be
displayed. An email confirmation
will be sent to all Administrators
for the Bill to ID(s) as well as each
individual in the group.
2013 Cisco and/or its affiliates. All rights reserved.

5
Note: You cannot see a Bill to ID in the tool unless that number is in your
Cisco Confidential
Cisco.com profile and you are set up to manage it.

Bill to ID - Manage by Group: Delete Bill to ID from Group

To Delete Bill to ID(s) from
a Group using the Manage
by Group screen:
Screen 1 of 2:
1. Choose a group.
2. Select Delete Bill to ID from
group (removes access and
deletes BIDs from group).
3. Click on the Submit button.
Screen 2 of 2:
4. Select the Bill to ID(s) to
delete from group.
5. Click on the Submit
button.
A success message will be
displayed. An email
confirmation will be sent to all
Administrators for the Bill to
ID(s) as well as each individual
in the group.
2013 Cisco and/or its affiliates. All rights reserved.

1
3
2

5
Note: You cannot see a Bill to ID in the tool unless that number is in your
Cisco Confidential
Cisco.com profile and you are set up to manage it.

Bill to ID - Manage by Group: Delete Name from a Group

To Delete Name(s) from a
Group using the Manage by
Group screen:
Screen 1 of 2:
1. Choose a group.
2. Select Delete name from
group.
3. Click on the Submit button.
Screen 2 of 2:
4. Select the Name(s) to
delete from the group.
5. Click on the Submit
button.
A success message will be
displayed. An email
confirmation will be sent to all
Administrators for the Bill to
ID(s) as well as each individual
in the group.
2013 Cisco and/or its affiliates. All rights reserved.

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Cisco Confidential

Bill to ID - Manage by Group: Rename Group

To Rename a Group using

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

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

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Bill to ID - Manage by Group: Delete Group

To Delete a Group using the

Manage by Group screen:
Screen 1 of 2:
1. Choose a group.
2. Select Delete group (Note:
deleting a group does not
delete the Bill to IDs or
support access from the
Cisco.com profiles of the
individuals in the group).

1
3
2

3. Click on the Submit button.

Screen 2 of 2:
4. Click on the Yes button.

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

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11

Bill to ID - Manage by Group: Share / Unshare Group

To
To Share/Unshare
Share/Unshare a
a Group
Group
using
the
Manage
by
using the Manage by Group
Group
screen:
screen:
Screen
Screen 11 of
of 2:
2:
1.
Choose
a
1. Choose a group.
group.
2.
2. Select
Select Share/Unshare
Share/Unshare
group.
group.
3.
3. Click
Click on
on the
the Submit
Submit button.
button.
Screen
Screen 22 of
of 2:
2:
To
Share
To Share
4.
4. Click
Click Share
Share Group
Group Access
Access
and
Enter
the
CCO
and Enter the CCO id
id to
to
share
share
To
To Unshare
Unshare
5.
5. Click
Click on
on the
the Unshare
Unshare Group
Group
Access
Access and
and select
select
Administrators
Administrators to
to Unshare.
Unshare.
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

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