The account manager is an individual at Cisco who manages the customer’s learning credits orders within Cisco.
The account manager is instrumental in enabling customers to manage their credits via the Learning Credits Management Tool (LCMT).
After the invoice has been generated for the learning credits purchased by your customer, the LCMT will send you an email stating that:
For new accounts, you must then assign a customer individual to the role of Team Captain for the customer’s account.
A customer-designated team captain is required for customer access to a Learning Credits account. This is because debit requests from training providers can be reimbursed only when they have been approved by the team captain via LCMT. The team captain must have a valid Cisco.com username and password.
The assigned team captain can then log in to the LCMT to complete the account set up, including designating other individuals as team players. Cisco account managers or any other Cisco employee may not be setup as a customer team captain.
The LCMT is a robust online tool that is designed to help Cisco account managers in the following ways:
Only one account manager is permitted for an account. The sales agent listed on the customer order is authorized to access the LCMT as the account manager. To access the LCMT, go to Cisco.com. The Cisco.com login window appears.
TIP: You can click the Search button without entering any specific criteria to view all transactions that have occurred in the account since it was created.
NOTE: Only customer team captains can approve, deny, or hold debit requests, but you can see the transactions in detail. You can search by training provider, transaction number, SO number, course acronym, request status, a range of debit dates, or a range of course start dates. The quick access ribbon shows the status of all requests. You can click a segment of the ribbon to view details of the requests in that category.
NOTE: You must specify a team captain for a new account, but you can specify only one. If you need to update a team captain, open a support case.
NOTE: You must choose to receive notifications if you want to receive monthly statements for the account.
(US) 1-800-553-6387 Option 4, Option 1