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Account Manager

The account manager is an individual at Cisco who manages the customer’s learning credits orders within Cisco.

Overview

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:

  • a new Learning Credits account has been set up, or
  • an existing Learning Credits account has learning credits added.  

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.

Learning Credit Management Tool

The LCMT is a robust online tool that is designed to help Cisco account managers in the following ways:

  • Track and report on all customer learning credits account transactions
  • Request for reissuance of expiring Learning Credits
  • Validating the redemption of Learning Credits by training providers

Access the LCMT

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.

  1. At the login window, enter your Cisco.com username and click Next.

 

  1. Enter your Cisco.com password and click Log In

View accounts and account information

  1. To view your accounts, click the Account Information tab. This tab lists all the accounts that you have access to and gives the name of the team captain and the number of Learning Credits available for that account. You can also search for an account name from this page.

 

  1. To view the details of an account, click the Plus (+) icon next to the account name.

Search account transactions

  1. To view account transactions, click the Transactions tab and choose Search Transactions. You can search for a customer name, transaction ID, SO number, or transaction type, or you can specify a date range. You can also choose whether to view the results online or have them downloaded to Microsoft Excel.

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.

View account debit transactions

  1. To view customer transactions, on the Transactions tab, click View Debits.

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.

 

  1. Click the Plus (+) icon next to the request number to see details of the request. Click the View button to see further information about the request status.

Assign a team captain

  1. To assign a team captain to an account, click the Users tab and choose Assign Team Captain. The individual that you designate must have Cisco.com credentials and be in the LCMT database.
  1. Enter the user information for the team captain and click the Submit button.

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.

Set account manager notification preferences

  1. To choose whether to receive email notification of all transactions in customer accounts, on the Users tab, click Preferences. In the form that appears, click the Yes or No radio button to set whether to receive notification of every stage of every transaction in an account. Click Submit to confirm your changes.

NOTE: You must choose to receive notifications if you want to receive monthly statements for the account.

Get help

Email

  • You will be notified of case details via email
  • Not to be used for updates or communication, please use the case tool

Online

  • You will be notified of case details via email
  • Please use case tool to communicate with team

Phone

(US) 1-800-553-6387 Option 4, Option 1

  • A case will be opened on your behalf, or
  • You may update an existing case using this option