How Can I Add Users to My Smart Account?

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

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).

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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.