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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 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.
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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, so that individuals can obtain Cisco support. DELETE CONTRACT NUMBERS Delete Contract Numbers from Cisco.com profiles, so that individuals can no longer obtain Cisco support.
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Service Access Management Tool Contract Number – Features (cont’d)
Administrators can perform the following actions: LOCK, UNLOCK, BLOCK, UNBLOCK LOCK CONTRACT NUMBERS Lock Contract Numbers to prevent Cisco representatives from adding them to a Cisco.com profile BLOCK CONTRACT NUMBERS Block Contract Numbers for a Cisco.com profile, so that individual cannot request to have them added to their profile UNLOCK CONTRACT NUMBERS Unlock Contract Numbers so that Cisco representatives can add them to Cisco.com profiles UNBLOCK CONTRACT NUMBERS Unblock Contract Numbers for a Cisco.com profile, so that individual can request to have them added to their profile
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All Administrators of that Contract Number
Service Access Management Tool Contract Number Admin - Features (cont.) Automated notifications 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 Any action is taken on the individual’s Cisco.com profile by an Administrator An Individual A Contract Administrator can personalize their SAMT Notification Preferences on the Administration screen.
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Service Access Management: Contract Number
Enables Administrators to associate Cisco Account profiles to contracts, so those individuals can obtain Cisco services. When a new service Contract is purchased, it must be manually associated to appropriate Cisco Account profiles. Primary users: Companies who purchased Cisco support through a partner, but want to administer their own user access to Cisco services. Using Contract Number
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Contract Number - Manage by Number-new
The Manage by Number screen allows you to: 1 Enter a single Contract Number you administer and select an Action. Or, choose a single Contract from a list of all Contracts that you administer and select an Action. 2 3 The Actions you can select are: Add Contract Delete Contract Block Contract Unblock Contract Modify Expiry Date to Access Contract Note: You cannot see a Contract Number in the tool unless you have been granted access management authority over it.
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Contract Number - Manage by Name
The Manage by Name screen allows you to: Click Add Name when you cannot find an individual in the tool. 1 Or, Search for a user. 2 Then, select an Action. The Actions you can select are: 3 Add Contract Delete Contract Block Contract Unblock Contract Modify Expiry date
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Contract Number - Manage by Group
The Manage by Group screen allows you to: 1 Create a New Group Or, choose an existing group and: Add individuals or Contracts to the group Delete individuals or Contracts from the group Rename the group Delete the group Share the group with other Administrators 2 2
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Contract Number - Lock/Unlock
The Lock/Unlock screen allows you to: Enter one Contract Number that you Administer and select an Action. 1 Or, select one or more contracts and select an Action. 2 The Actions you can perform are: Lock Contract Number(s) Unlock Contract Number(s) 3
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SAMT – Grant, Revoke, Update Software Access
The Manage by Number – Software Access screen allows you to: Enter a single Contract Number you administer, and select an Action. Or, choose a single Contract from a list of all Contracts that you administer, and select an Action. You can perform the following Actions Grant software access Revoke software access Update software access expiry date 1 2
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Contract Number - Administration
The Administration screen allows you to: Generate and view reports Perform bulk uploads Validate which users are authorized for support Provide administrator access to other individuals Make or request updates to your Cisco Account Profile Inform Cisco about individuals who have left the company Inform Cisco about individuals who are obtaining support and may not be authorized
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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 will automatically be sent: 1) to the Administrator with the individual’s information, and 2) to the individual with the Administrator’s 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 Cisco’s internal tools, a message will be displayed indicating the Contract Number cannot be added. An will automatically be sent: 1) to the Administrator with the individual’s information, and 2) to the individual with the Administrator’s information. If Cisco adds a Contract Number to a Cisco.com profile, all Administrators will be notified. You can set notification preferences to control receiving s.
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