Contract Number - Manage by Group

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© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Contract Number - Manage 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:

description

Contract Number - 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 Contract Numbers to the group Delete individuals or Contract Numbers from the group Rename the group Delete the group. - PowerPoint PPT Presentation

Transcript of Contract Number - Manage by Group

Page 1: Contract Number - Manage by Group

© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1

Contract Number - Manage by Group

The Manage by Groupscreen 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 groupDelete the group

Or, choose an existing group and select:

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© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2

Contract Number - Manage by Group: Create New Group

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

Screen 3 of 3:5. Select the individuals

to add to the group.

Screen 1 of 3:1. Enter a group name and

description.

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Screen 2 of 3:3. Select the Contract

Number(s) to add to the group.

6. Click on the Submit button.

2. Click on the Next button.

4. Click on Next button.

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© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3

Contract Number- Manage by Group: Add Contract to Group

To Add Contract Number(s) to a Group using the Manage by Group screen:

Screen 1 of 2:1. Choose a group.

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2

Screen 2 of 2:4. Select the Contract

Number(s) to add to the group.

5. Click on the Submit button.

2. Select Add contract to group.

3. Click on the Submit button.

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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.

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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. See slide 118 for how to add Contract Number(s) to your profile.

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Contract Number - 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.

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2

Screen 2 of 2:4. 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.

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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.

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Contract Number - Manage by Group: Delete Contract from Group

To Delete Contract Number(s) from a Group using the Manage by Group screen:

Screen 1 of 2:1. Choose a group.

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2

Screen 2 of 2:4. Select the Contract

Number(s) to delete from group.

5. Click on the Submit button.

2. Select Delete contract from group.

3. Click on the Submit button.

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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.

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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. See slide 119 for how to add Contract Numbers to your profile.

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© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6

Contract number - 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.

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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.

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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.

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Contract Number - Manage by Group: Rename Group

To Rename a Group using the Manage by Group screen:

Screen 1 of 2:1. Choose a group.

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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.

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Contract Number - Manage by Group: Delete Group

To Delete a Group using the Manage by Group screen:

Screen 1 of 2:1. Choose a group.

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

2. Select Delete group (Note: deleting a group does not delete the Contracts from the Cisco.com profiles of the individuals in the group).

3. Click on the Submit button.

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Contract Number - 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.

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2

Screen 2 of 2:4. Click on the Share Group

Access button to share the group with Administrators

5. . Click on the Unshare Group Access button to unshare the group from Administrators

2. Select Share/Unshare Group Access.

3. Click on the Submit button.

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