How Can I Create User Groups to Manage Users within My Smart Account?

Introduction

This document outlines the steps for creating user groups within your existing Smart Account to efficiently manage permissions and streamline user administration.

Prerequisites

Before you start, ensure that you have:

• Active Cisco.com account
• User must have Smart Account Administrator User Role or Virtual Account Administrator Role.

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 under the Manage Smart Account section.

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

Step 5: Select the User Group tab.

Step 6: Click Create User Group.

Step 7: Choose the group name and the users in the group by filling in the require information

Step 7a: To Import from CSV file: Click Upload Users and drag and drop the file

Note: You can choose the method to select users from the drop-down selector: add users manually or import from CSV file to add user manually: enter the users Cisco.com IDs or email addresses

Step 8: Click Next.

Step 9: Click on Assign Account Access.

Step 10: Select the Scope of Access to provide to the user(s).

Step 11: Choose the User Role to grant from the dropdown selector.

Step 12: Click OK.

Step 13: Review the Users and Account Access for completeness and accuracy and click Create User Group.

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.