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: 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.