How to Request a Smart Account for a Customer, in Cisco License Central (CLC)?

Introduction

The following steps describe how to create a Smart Account for a Customer in Cisco License Central (CLC).

Video

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Prerequisites 

Before you start, ensure that you have the following: 

• Active Cisco.com account 
• The user accessing the Cisco License Central must have at least one of the following: 
  • Smart Account User/Admin/Viewer 
  • Virtual Account User/Admin/Viewer 

Steps

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

Step 2: Click on Access Cisco License Central under the Cisco License Central section.

Step 3: Navigate to the left Menu bar click on the Smart Account name, click on Your Smart and Virtual Account access under Smart Account.

Note:

Partner can search for any SA prior to requesting a new SA for their Customer.

• If Restricted- During Search, Partner must populate the entire Name/Domain ID.
• No Partner Holding Accounts can be created via CLC.

Step 4: Click on Create Smart Account from the top right corner and select Request for a customer.

Step 5: Under the Request a Smart Account for a Customer section, enter Smart Account details:

• Smart Account Name.
• Account Domain Identifer: default populated with user’s domain ID, click edit to enter customer’s domain ID OR TLD
  • Note to Cisco Approver
• Customer Email addresses.
• Note to Customer.

Step 6: User clicks Send Request.

Step Results:

• A pending Smart Account will be created for the customer, and an email will be sent to them with instructions on how to activate it.
• If Smart Account is created under existing TLD, email will be sent to the Smart Accounts Admin.

Step 7: User is directed back to the Directory Page with the Requested Smart Account listed as Pending Status.

Step 8: The assigned Account creator will receive an email of the pending approval.

Step 9: Account creator clicks on the link provided on the email and performs one of the below actions on the directed links Pending Request Page:

• Cancel: Closes the page
• Forward: User can forward to another person to approve
• Deny Request: this cancels the SA. Deny reason must be populated on the Pop up screen.
• Approve and Create the Account: this creates the SA

Note: To Create a Smart Account for a Customer, please go to: How to request a Smart Account for a Customer?

Troubleshooting 

1. How to Approve or Decline a Smart and Virtual Account Access Request, in Cisco License Central (CLC)?
2. How can I view Smart Account, Virtual Account hierarchy directory, and admin contacts, in Cisco License Central (CLC)?

If you experience an issue during the process explained in this document, 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.