How Can I Add Users to My Smart Account?

 
Updated April 11, 2025
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    Introduction

    This Document explains the step-by-step process for adding users to your Smart Account ensuring proper access and role assignment for license management.

    Prerequisites

    Before you start, ensure that you have:

    • Active Cisco.com account
    • Smart Account Administrator User Role for the account you need to add users to
    • User to be added must have active CCO ID
    note-icon

    Note: Please DO NOT perform these actions yourself if you are an internal Cisco resource outside of the Licensing Support team.

    Steps

    Step 1: Go to Cisco Software Central and log in with your Cisco.com credentials.

    Step 2: Select the Smart Account from the Smart Account Selector at the top right corner.

    Step 3: Click on the Manage account link under the Manage Smart Account section.

    Step 4: Click on the Users option in the menu bar.

    Step 5: Select the Users tab and click on Add Users.

    Step 6: Choose the method to select users from the drop-down selector: Add Users Manually or Import from CSV File.  

    Step 6a: To Add User Manually: Enter the users' Cisco.com IDs or email addresses and click Add.

                OR

    Step 6b: To Import from CSV file: Click Upload Users and drag and drop the file. Click Add.

    Step 7: Click Next.

    Step 8: Select the Scope of Access to provide to the user(s).

    • User can be assigned one of the User Role’s for the Entire Smart Account OR
    • User can be assigned one of the User Role’s from the selected Virtual Accounts.


    Step 9: Choose the User Role to grant from the dropdown selector.


    Grant privileges to the User by assigning one or more user roles.

    • Smart Account Administrator: manages all aspects of Smart Account and Virtual Accounts.
    • Smart Account Approver: can only approve accounts legal agreements on behalf of the Smart Account owner. Includes no User or Administrator privileges.
    • Smart Account User: manages assets within all Virtual Accounts but cannot add or delete Virtual Accounts or manage User access.
    • Smart Account Viewer: has view ONLY privileges. 

    OR

    • Assign roles to specific Virtual Accounts ONLY: allow Administrator/User/Viewer access only to particular Virtual Accounts.


    Step 10: Click Next.

    Step 11: Review the Users and Account Access for completeness and accuracy and click Add Users.

    Troubleshooting

    If you experience an issue with this process, that you cannot address, please open a case in Support Case Manager (SCM).

    For feedback on the content of this document, please submit here.

    For External Customer / Partner Use Only: These instructions are provided to help customers / partners perform the action themselves to resolve the issue. If the customer / partner runs into issues in the instructions, please have them open a case with licensing support (https://www.cisco.com/go/scm) to help resolve.