Managing access using

contract groups
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.
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

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Contract Number - Managing by Group

The Manage by Group
screen allows you to:
1
2

Create a New Group

Or, choose an existing

2
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

2013-2014 Cisco and/or its affiliates. All rights reserved.

Last Updated: April 2014

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Contract Number - Managing by Group: Create New Group

1

To Create a New Group using the

Manage by Group screen:
Screen 1 of 3:
11. Enter a group name and
description.
22.

Click on the Next button.

Screen 2 of 3:
3. Select the Contract Number(s)
3
to add to the group.
4

Click on Next button.

Screen 3 of 3:
Search for and select the
individuals to add to the group.
Click on the Submit button.

2013-2014 Cisco and/or its affiliates. All rights reserved.

Last Updated: April 2014

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Contract Number- Managing by Group: Add Contract to Group

To Add Contract Number(s) to a
Group using the Manage by
Group screen:
1

Screen 1 of 2:
Choose a group.

Select Add contract to group.

Click on the Submit button.

Screen 2 of 2:
Select the Contract Number(s)
to add to the group.

1
3
2

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.
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

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.
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Contract Number - Managing by Group: Add Name to a Group

To Add Name(s) to a Group using
the Manage by Group screen:
1

Screen 1 of 2:
Choose a group.

Select Add name to group.

Click on the Submit button.

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.

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.
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

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Contract Number Managing by Group: Delete Contract from

Group
To Delete Contract Number(s)
from a Group using the Manage
by Group screen:
1

Screen 1 of 2:
Choose a group.

Select Delete contract

from group.

Click on the Submit button.

Screen 2 of 2:
Select the Contract Number(s)
to delete from group.

1
3
2

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.
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

5
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.
Cisco Confidential

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.

Select Delete name from group.

Click on the Submit button.

1
3

Screen 2 of 2:
Select the Name(s) to delete
from the 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.

2013-2014 Cisco and/or its affiliates. All rights reserved.

Last Updated: April 2014

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Contract Number - Managing by Group: Rename Group

To Rename a Group using the
Manage by Group screen:
1

Screen 1 of 2:
Choose a group.

Select Rename group.

Click on the Submit button.

Screen 2 of 2:
Enter the new group name
and description.

1
3
2

Click on the Submit button.

5
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

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Contract Number - Managing by Group: Delete Group

To Delete a Group using the
Manage by Group screen:
1

Screen 1 of 2:
Choose a group.
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.

Screen 2 of 2:
Click on the Yes button.

4
2013-2014 Cisco and/or its affiliates. All rights reserved.
Last Updated: April 2014

Cisco Confidential

Contract Number - Managing by Group: Share/Unshare Group

To Share/Unshare a Group using
the Manage by Group screen:
1

Screen 1 of 2:
Choose a group.

Select Share/Unshare
Group Access.

Click on the Submit button.

1
3

Screen 2 of 2:
Click on the Share Group
Access button to share the
group with Administrators
Click on the Unshare Group
Access button to unshare the
group from Administrators

2013-2014 Cisco and/or its affiliates. All rights reserved.

Last Updated: April 2014

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