Service Access
Management Tool Tour:
Bill to ID
September 2009
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
1
Bill to ID - Service Access Management Tool
Tour Overview
 This tour provides a general overview of the Service Access
Management Tool and focuses on using the tool to manage
Cisco service access by Bill to ID (Partner).
 Prior to September 2009, this tool consisted of two tools: My
Colleagues Aggregate Tool (MCAT) and My Colleagues Tool
Granular (MCTG).
 Cisco Service Contract Center (CSCC) is not connected to
this tool. CSCC information can be found here:
http://www.cisco.com/web/partners/services/resources/cs
cc/index.html
 CSCC is used for service contract management and the
Service Access Management Tool is used for service access
management (TAC/technical support and RMA/hardware
replacement).
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
2
What is the Service Access
Management Tool?
 Allows Partner/Customer
Administrators to proactively
manage which individuals can
obtain Cisco services*
* Many Cisco service contracts require a serial number to obtain support.
This tool is designed to ensure your engineers have the ability to open
service requests using the contracts managed by your company.
 The tool enables Partner/Customer Administrators to manage Cisco
service access by: Bill to ID (Partners), Contract Number (End
Customers), or both.
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
3
Service Access Management
Using Bill to ID vs. Contract Number
Using Bill to ID
Using Contract Number
 Enables Administrator to identify
which Bill to IDs in Cisco.com
profiles can be utilized to obtain
Cisco services
 If the Bill to ID is enabled for
support access, the individual
will be able to use all the
Contract Numbers under that Bill
to ID to obtain support
 When a new service Contract is
purchased under the enabled Bill
to ID in the individual’s profile, it
is automatically available to
obtain support
 Primary users: companies who
are providing the support for
their customers – end customers
not contacting Cisco directly
 Enables Administrators to place
Contract Numbers in Cisco.com
profiles so those individuals can
obtain Cisco services
 When a new service Contract is
purchased, it must be manually
added to Cisco.com profiles
 Primary users: companies who
are obtaining support directly
from Cisco and have less than
500 service Contracts
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
4
Bill to ID - Improvements as of September 2009
 Updated design
 Search for individuals
 Add Bill to IDs to individuals that are not
already viewable in the tool
 Create custom groups of individuals
 Add Bill to IDs to custom groups (all
individuals in the group will have the Bill
to ID added at the same time)
 Ability to block and lock Bill to IDs
 Automatic email to both the
Administrator and the individual if an
individual requests that Cisco add a
blocked or locked Bill to ID to their
Cisco.com profile
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
5
Service Access Management Tool
Bill to ID (BID) - Features
Administrators can perform the following actions:
Add BID
Enable Access
Remove Access
Delete BID
Block BID
Add Bill to IDs to Cisco.com profiles (individuals cannot
obtain Cisco services)
Enable Bill to IDs for support access (individuals can
obtain Cisco services)
Remove support access for Bill to IDs (individuals cannot
obtain Cisco services)
Delete Bill to IDs from Cisco.com profiles
Block Bill to IDs in a Cisco.com profile (a specific
individual cannot have them added to his profile)
Unblock BID
Unblock Bill to IDs in a Cisco.com profile (an unblocked
individual can now have the BIDs added to his Cisco.com
profile)
Lock BID
Lock Bill to IDs so that only an Administrator who
manages those Bill to IDs can add it to a Cisco.com profile
Unlock BID
© 2009 Cisco Systems, Inc. All rights reserved.
Unlock Bill to IDs so that Cisco can add them to
Cisco.com profiles
Cisco Public
6
Service Access Management Tool
Bill to ID - Features (continued)
Automated emails are generated when the following
actions are completed:
Recipient
Action
All
Administrators
of that Bill to ID
If Cisco adds an administered Bill to ID to a
Cisco.com profile
All
Administrators
of that Bill to ID
If a Bill to ID is added, deleted, blocked,
unblocked, locked or unlocked, or support is
enabled or removed using the tool
Affected
Individual
If an action is taken on the individual’s Cisco.com
profile by an Administrator
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
7
Bill to ID - Difference Between Block and Lock
Block
 Blocking a Bill to ID from an individual’s
Cisco.com profile prevents that Bill to ID from
being re-added to that specific individual’s
Cisco.com profile by an Administrator or Cisco
#
 This action might occur if someone leaves the
Administrator’s company or department
Lock
 Locking prevents a Bill to ID from being added
by Cisco to any Cisco.com profile (an
Administrator can still add the Bill to ID to an
individual)
 This action might occur if there is a dedicated
support team and only those people should be
allowed to obtain Cisco services
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
8
Bill to ID - Manage by Name: Home
The Manage by Name
screen allows you to:
Enter a Cisco.com ID and
then select the BIDs to add
or enable for support.
Or, search for an
individual by Last Name,
First Name, Company
Name, Email Address,
or Cisco.com ID.
You can choose an
individual and select one
of the following Actions:
 Add BID and Enable
support access
 Remove support
access
 Add BID
 Delete BID
 Block BID
 Unblock BID
Note: You cannot see an individual in the tool unless that individual has at least one Bill to ID in his
Cisco.com
profile that matches one
you manage using the Service Access Management Tool.
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
9
Bill to ID - Manage by Number
The Manage by Number
screen allows you to:
 Enter a single Bill to
ID you administer
and select an Action.
 Or, choose a single
Bill to ID from a list
of all Bill to IDs that
you administer and
select an Action.
The Actions you can
select are:
 Add BID and Enable
support access
 Remove Support
Access
 Add BID
 Delete BID
 Block BID
 Unblock BID
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.
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
10
Bill to ID - Manage by Group
The Manage by Group
screen allows you to:
Create a New Group
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
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
11
Bill to ID - Lock/Unlock
The Lock/Unlock
screen allows you to:
Enter one Bill to ID that you
Administer and select an
Action.
Or, choose one or many Bill
to IDs.
The Actions you can select
are:
 Lock Bill to ID(s)
 Unlock Bill to ID(s)
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
12
Bill to ID - 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
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
13
Bill to ID - How to Obtain Access
 Provide your Cisco Service Contract Account
representative with:
– Cisco.com IDs of the new Administrators
– At least two Administrators are required
– Bill to IDs to be managed (work with your Cisco
Service Contract Account representative if you do not
know the Bill to IDs)
 The Cisco representative will open a Service Support
Center request for tool access and you will be informed
by email when access has been provided
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
14
Getting Started and Other Resources
 If you would like more information, visit the Service Access
Management Tool web site:
– http://www.cisco.com/web/applicat/spptauth/serviceaccessmg
mt.html
 On the web site you will find:
– Instructions for obtaining access to the tool
– Helpful documents such as a Q&A file and Help files
– A link to the tool’s Terms & Conditions
– Self guided tours for managing Cisco service access
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
15
© 2009 Cisco Systems, Inc. All rights reserved.
Cisco Public
16