Cisco Confidential 1 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 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.

Cisco Confidential 2 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID - Manage by Group The Manage by Group screen allows you to: 1. Create a New Group 2. Or, choose an existing group and select: Add individuals or Bill to IDs to the group Add individuals or Bill to IDs to the group and enable support access Remove support access from the group Delete individuals or Bill to IDs from the group Rename the group Delete the group Share / Unshare group The Manage by Group screen allows you to: 1. Create a New Group 2. Or, choose an existing group and select: Add individuals or Bill to IDs to the group Add individuals or Bill to IDs to the group and enable support access Remove support access from the group Delete individuals or Bill to IDs from the group Rename the group Delete the group Share / Unshare group 1 2

Cisco Confidential 3 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID - Manage by Group: Create New Group To Create a New Group using the Manage by Group screen: Screen 1 of 3: 1. Enter a group name and description. 2. Click on the Next button. Screen 2 of 3: 3. Select the Bill to ID(s) to add to the group. 4. Click on either the Add Bill to IDs or on the Add Bill to IDs and Enable Support Access button. Screen 3 of 3: 5. Select the individuals to add to the group or click on Add Name if you cannot find an individual. 6. Click on the Submit button. To Create a New Group using the Manage by Group screen: Screen 1 of 3: 1. Enter a group name and description. 2. Click on the Next button. Screen 2 of 3: 3. Select the Bill to ID(s) to add to the group. 4. Click on either the Add Bill to IDs or on the Add Bill to IDs and Enable Support Access button. Screen 3 of 3: 5. Select the individuals to add to the group or click on Add Name if you cannot find an individual. 6. Click on the Submit button. Note:If you cannot locate a Bill to ID in the tool, you are not set up to manage it

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

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 6 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. 1 2 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. 2. Select Add name to group. 3. Click on the Submit button. 3 A success message will be displayed. An confirmation will be sent to all Administrators for the Bill to ID(s) as well as each individual in the group. 4 5

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 7 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. 1 2 Screen 2 of 2: 4. Select the Bill to ID(s) to remove access from. 5. Click on the Submit button. 2. Select Remove support access from group (does not delete BIDs from group). 3. Click on the Submit button. 3 A success message will be displayed. An confirmation will be sent to all Administrators for the Bill to ID(s) as well as each individual in the group. 4 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 © 2013 Cisco and/or its affiliates. All rights reserved. 8 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. 1 2 Screen 2 of 2: 4. Select the Bill to ID(s) to delete from group. 5. Click on the Submit button. 2. Select Delete Bill to ID from group (removes access and deletes BIDs from group). 3. Click on the Submit button. 3 A success message will be displayed. An confirmation will be sent to all Administrators for the Bill to ID(s) as well as each individual in the group. 4 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 © 2013 Cisco and/or its affiliates. All rights reserved. 9 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. 1 2 Screen 2 of 2: 4. Select the Name(s) to delete from the group. 5. Click on the Submit button. 2. Select Delete name from group. 3. Click on the Submit button. 3 A success message will be displayed. An confirmation will be sent to all Administrators for the Bill to ID(s) as well as each individual in the group. 4 5

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 10 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. 1 2 Screen 2 of 2: 4. Enter the new group name and description. 5. Click on the Submit button. 2. Select Rename group. 3. Click on the Submit button

Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 11 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. 1 2 Screen 2 of 2: 4. Click on the Yes button. 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). 3. Click on the Submit button. 3 4

Cisco Confidential 12 © Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Bill to ID - Manage by Group: Share / Unshare Group To Share/Unshare a Group using the Manage by Group screen: Screen 1 of 2: 1. Choose a group. 2. Select Share/Unshare group. 3. Click on the Submit button. Screen 2 of 2: To Share 4. Click Share Group Access and Enter the CCO id to share To Unshare 5. Click on the Unshare Group Access and select Administrators to Unshare. To Share/Unshare a Group using the Manage by Group screen: Screen 1 of 2: 1. Choose a group. 2. Select Share/Unshare group. 3. Click on the Submit button. Screen 2 of 2: To Share 4. Click Share Group Access and Enter the CCO id to share To Unshare 5. Click on the Unshare Group Access and select Administrators to Unshare