Partner Self Service - Cisco

1 2019 Cisco and/or its affiliates. All rights reserved. Cisco ConfidentialPartner self ServiceUser GuideJune 10, 2022 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. Access to PSS ApplicationTo access the application, you must complete two steps: a User ID and password Refer to: create your ID. Once completed, you will receive an email confirming your confirming your User ID Partner level access This can be completed by associating your profile with your Partner company. Refer to the Associate Myself with a Company section for the steps to complete this begin managing your information: this GuideThis guide provides step-by-step instructions for how to use the Partner self Service (PSS) application.

2 The buttons above are active and will take you to the section of this guide where you can manage your information. By clicking the Table of Contents button, you will have access to a list of the sub-sections of the buttons above. User DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyTable of ContentsManage Other InformationSupport & ResourcesManage Access Requests 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. User DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyTable of ContentsManage Other InformationSupport & ResourcesManage Access RequestsUser DefinitionsAssociate Myself with a CompanyEdit Basic Profile InformationChange Associated Location Change / Remove Company AssociationDelete Additional User IDsAdd Cisco Testing to Your ProfileReceive Cisco CommunicationsCompany Details Location ManagementContact ManagementAssociation RequestsAccess ManagementEnhanced Access Management Portal Global Administrator AccessAccountable Program ContactsView and Download ReportsManage My Reward ProgramsDistributor DetailsCisco Sales ContactsSupport Case ScenariosIn the Partner self Service application, the left navigation (pictured below)

3 Will take you to top level tasks where you can view and manage them to ensure your employees and company are properly mapped to Cisco . Click any of the sections above to navigate to the tasks of your choice. Task Navigation Menu 2022 Cisco and/or its affiliates. All rights reserved. Cisco Partner confidential. Not for public distribution. 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. User DefinitionsWhy this is important:Here you will learn which users (Guest User, Partner User and the Partner self Service (PSS) Partner Administrator) can perform which tasks, along with detailed definitions It s important to understand who can perform which tasks so that there is no disruption in your selling this task to navigate to: User definitionsUser DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyTable of ContentsManage Other InformationSupport & ResourcesManage Access Requests 2022 Cisco and/or its affiliates.

4 All rights reserved. Cisco channel Partners use only. Not for public distribution. Guest UserUser is not associated to a Partner company. This role cannot grant access to others. Association Requests Accountable Program Contacts ( Assign rebate coordinator(s), program coordinator(s), and payment administrator(s)) View and Download Reports Manage Corporate E-mail Domains Global Administrator (Can manage multiple geographies) Distributor Details (Only for Partner Admins of 2-Tier companies) Associate Myself with a CompanyPartner UserUser is associated with Partner company. This role cannot grant access to self Service (PSS) AdministratorThe first person to register the company as a registered Partner with Cisco , will be assigned to this role. This role can grant access to tools, applications, and roles ONLY to employees who are associated with the Users What Are the Tasks They Can Do?

5 Throughout this guide you will see references to different user levels. Below are the tasks that can be managed by each level: Manage My Profile Access Management ( For viewing and requesting access to Partner applications, and roles (PSS admin access, PM&A + PPE, etc.) Manage My Reward Programs View Cisco Sales Contacts Manage My Profile Access Management ( For viewing and granting access to Partner tools administrator access to others ( PSS admin access, PM&A + PPE) Enhanced Access Management Portal (for PXP and (Enterprise Agreement Management Portal (EAMP) access) Manage My Reward Programs View Cisco Sales Contacts Company Details Location Management Contact ManagementUser DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of ContentsTo begin managing your information: 2022 Cisco and/or its affiliates.)))

6 All rights reserved. Cisco channel Partners use only. Not for public distribution. Associate Myself with a CompanyWhy this is important:Associating yourself with your company is a critical step with the set-up process. Once you are associated with your company, you will gain Partner level access to Cisco Partner additional tool access is needed, your PSS Administrator can assign you access and roles to facilitate specific tasks. Click this task to navigate to: Work InstructionsUser DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of Contents 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. OnlyGuest User can complete this task:Click on in Company Next Search icon to display list of on radio button for company Submit button to proceed to next pageWhy do I need to do this?

7 In order to be granted access to specific tools and/or assigned to roles (rebate coordinator) you must first be associated with your company. Contacts must be associated to the company to gain Partner level access and so their profile details can flow over to Partner tools for usage with Myself with a Company12 Next45 Cisco Partner 1233 SubmitBackUser DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of Contents 2022 Cisco and/or its affiliates. All rights reserved. Cisco Partner confidential. Not for public distribution. 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. 10 Associate Myself with a Company -Continued OnlyGuest User can complete this will receive a prompt with a status of your company association list of Partner Administrators will be generated who can approve your request.

8 You may send a reminder to the approver list by clicking the Send Reminder Email to Admin buttonOnce your company association has been completed, you will receive a confirmation email from allow 24-48 hours after association approval to access Partner Reminder Email to AdminCancel Request67 User DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of Contents 2022 Cisco and/or its affiliates. All rights reserved. Cisco Partner confidential. Not for public distribution. 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. Manage My ProfileClick to Navigate to Work InstructionsEdit Basic Profile InformationChange Associated LocationChange / Remove Company AssociationDelete Additional User IDsAdd Cisco Testing to Your ProfileReceiveCisco CommunicationsUser DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of Contents 2022 Cisco and/or its affiliates.

9 All rights reserved. Cisco channel Partners use only. Not for public distribution. Edit Basic Profile InformationWhy this is important:This section will cover the steps to manage how to edit your associated profile to navigate to: Work InstructionsUpdate Email User DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of Contents 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. OnlyPartner User and PSS Administratorcan complete this task:Click on task: Basic Information and click Submit button, and a pop-up menu confirming your update will prompted, Edit Basic Profile InformationSubmitBack12 Why do I need to do this?

10 This helps ensure that Cisco has the most up-to-date information about you and your company should we need to get a hold of you. User DefinitionsAssociate Myself with a CompanyManage My ProfileManage My CompanyManage Other InformationSupport & ResourcesManage Access RequestsTable of Contents 2022 Cisco and/or its affiliates. All rights reserved. Cisco Partner confidential. Not for public distribution. 2022 Cisco and/or its affiliates. All rights reserved. Cisco channel Partners use only. Not for public distribution. OnlyPartner User and PSS Administratorcan complete this task:Click on task: Business Email will be prompted with a pop up window that includes instructions to go to your new email to click on the URL provided. Note:This pop-up window will not happen if you are just updating your PSS email to match with the email that you used with log in so proceed to step 3 to submit.