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Cisco Confidential 1 © 2013-2014 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.
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Cisco Confidential 2 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number - Managing by Group The Manage by Group screen allows you to: Create a New Group Add individuals or Contract Numbers to the group Delete individuals or Contract Numbers from the group Rename the group Delete the group Or, choose an existing group and select: 1 1 2 2
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Cisco Confidential 3 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number - Managing by Group: Create New Group To Create a New Group using the Manage by Group screen: Screen 3 of 3: Search for and select the individuals to add to the group. Screen 1 of 3: 1.Enter a group name and description. Screen 2 of 3: 3.Select the Contract Number(s) to add to the group. Click on the Submit button. 2.Click on the Next button. Click on Next button. 1 2 3 4 5 6 1 2 5 3 4 6
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Cisco Confidential 4 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number- Managing by Group: Add Contract to Group To Add Contract Number(s) to a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Select the Contract Number(s) to add to the group. Click on the Submit button. Select Add contract to group. Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 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. 1 3 2 4 5 1 2 5 3 4
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Cisco Confidential 5 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number - Managing by Group: Add Name to a Group To Add Name(s) to a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Search for and select the Name(s) to add to the group (or click Add Name and enter the Cisco.com ID). Click on the Submit button. Select Add name to group. Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 1 3 2 4 5 1 2 5 3 4
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Cisco Confidential 6 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number – Managing by Group: Delete Contract from Group To Delete Contract Number(s) from a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Select the Contract Number(s) to delete from group. Click on the Submit button. Select Delete contract from group. Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 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. 1 3 2 4 5 1 2 5 3 4
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Cisco Confidential 7 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract number - Managing by Group: Delete Name from a Group To Delete Name(s) from a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Select the Name(s) to delete from the group. Click on the Submit button. Select Delete name from group. Click on the Submit button. A success message will be displayed. An email confirmation will be sent to all Administrators for the Contract Number(s) as well as each individual in the group. 1 3 2 4 5 1 2 5 3 4
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Cisco Confidential 8 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number - Managing by Group: Rename Group To Rename a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Enter the new group name and description. Click on the Submit button. Select Rename group. Click on the Submit button. 1 3 2 4 5 1 2 5 3 4
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Cisco Confidential 9 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number - Managing by Group: Delete Group To Delete a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Click on the Yes button. Select Delete group (Note: deleting a group does not delete the Contracts from the Cisco.com profiles of the individuals in the group). Click on the Submit button. 1 3 2 4 1 2 3 4
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Cisco Confidential 10 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Contract Number - Managing by Group: Share/Unshare Group To Share/Unshare a Group using the Manage by Group screen: Screen 1 of 2: Choose a group. Screen 2 of 2: Click on the Share Group Access button to share the group with Administrators Select Share/Unshare Group Access. Click on the Submit button. 1 3 2 4 5 1 2 5 3 4 Click on the Unshare Group Access button to unshare the group from Administrators
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