Partner Self

Service -
Internal User Guide

PSS User Guide 2006

2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Cisco
For Confidential
Internal Use Only 1
 Structure of this User Guide
PSS Access Privileges
PSS Cisco Employee Functionalities
PSS Admin Functionalities
- Click here to View the different process flows
PSS Static Localization
PSS Policies

PSS User Guide 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential For Internal Use Only 2
 PSS Access Types

PSS User Guide 2006

2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Cisco
For Confidential
Internal Use Only 3
 Partner Self Service
Six Different Roles defined in PSS:
1. Guest User Limited Access
2. Partner Contact Partner Level Access
3. Partner Admin Partner Admin

4. Cisco Internal Admin PSS ADMIN

5. CAM Access to only to his Area
6. Cisco Employees Read Only Access

This guide serves as guide for PSS Internal Admin.

PSS, now available in 16 languages.
Partner Name, Mergers or De-mergers, etc. cannot be changed using PSS.

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 Partner Self Service (PSS) Access Privileges:

GSTS/Customer Registry Analysts or Theaters need to get PSS Internal

admin Access based on the theatre(s) they support.
CAMS need to raise case for CAM access, if not automatically provided.
Instruct CAM to be set up in CTT
If they are CTT, inform the user that they will have automatic access to PSS and read/write
access to only partner accounts assigned.

All Cisco employees get default Read Only access

Partner Admin has access only to his/her BeGeo
Partner Contact has access only to his BeGeo or as provided by Partner
admin
Guest User is a user who has a CCO-ID

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 Cisco Employee (Read Only Access)

Contact Management
- View Duplicates
- View Certification
- View Roles
- View Move History
- View Merge History
- View Contact Name Change History
- View Contact Notes

Location Management
- View Partner History
- View Contacts at this Location
- View Location Notes

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 Cisco PSS Admin
1. BE Management Tools
2. Manage Partner Registration Request
3. New Company Creation
All functionalities of a Partner Admin for all Partners, & read/write access on Contact / Location
management such as:
4. Change company information
5. Change location information
6. Add a location
7. Delete a location
8. Add a contact
9. Delete a contact
10. Move a contact to another location
11. Generate reports
12. Manage requests for partner association
13. Add Cisco Testing ID (CSCO#) to a user profile
14. Add a Cisco.com ID to a contact's profile
15. Grant/Remove Administrator Access
16. Manage Certifications & Specializations
17. Update Company Data
18. Contact Management
19. Location Management
20. Update Company Data Add another Geography
21. Manage
PSS User Guide Global
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Systems, Inc. AccessCisco Confidential
All rights reserved. For Internal Use Only 9
PSS User Guide 2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential For Internal Use Only 10
 1. BE Management Tools

Links to BE
Grouping, BE
Attribute and BE
Assignment tool.

Re-directs to BE Management Tools.

Super Admin can change Attributes, like Partner Names or
Group/Merge two companies or, Map Partner sites.
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 2. Manage Partner Registration Request

In PregAdmin Tool, Admin can Terminate a Partner or Add

a Channel Partner into Denied Partner List (DPL)

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 Search & Terminate a Partner

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 3. New Company Creation
PSS Admin can create new Partners

Partners created in PSS are

automatically registered.
To differentiate from Partners
created online, reg-flag is
marked as A, which means no
ICPA was signed.
Super Admin must provide a
CCO ID to associate before
creating a partner

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 3. New Company Creation

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 4. Change Company Information

PSS admin can Update

Company Description in PSS
tool.
Choose Update Company
Data & search the company
Select one Company (BeGeo)
Edit Company Description in
local language & English.
Review & Submit.

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 5. Change Location Information

PSS admin can update

Locations (sites) in PSS tool.
Choose Update Company
Data & select one company
(Geography)
Search for the Location, you
can filter location based on
Name/Country.
Select one location (site)
Update, Review & hit
Continue.

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 5. Change Location Information

1. You can also Click on Edit to Update Address

2. Allow this site to be shown in Partner Locator
3. Once you make changes, please hit Update for system to retain the latest inputs.
4. Choose any one of the locations as Head Quarter.
5. Delete a site
6. Go to Edit contacts
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 6. Add a location

c. Provide Details Add Location

a. Click on Add Another Location
to a Partner

b. Search In Chinese/English

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 7. Delete a Location

PSS admin can delete

locations in PSS tool, only if
no contacts are associated
to that location.
Choose Update Company
Data & select one company
(Geography)
Search for the Location,
click on Delete.
To delete a location with
Contacts associated, you
have to first delete all the
contacts in Contact Tab.

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 8. Add a contact (employee)
Choose Update Company Data
Search & Select a Company
Click on the number of contacts against
the Location, or select Location and
click on Edit Contacts.
Two sections are displayed.
Go to Add Contact (section 2)
Enter as much details as possible.
The contact is associated as a Partner
contact if there is no CCO-ID
If there is a CCO ID, an email is sent to
the Contact for approval.
Once approved, the CCO ID becomes
Partner Contact

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 9. Delete a contact (employee)
You can Delete a contact from Contact Management tool.
OR
If you know the Partner and the location to which the contact is associated to,
PSS admin can search for the contact and delete it.
Once deleted, the contact becomes a guest user.
Partner Admin cannot delete the last contact associated to a partner, however
PSS Admin can delete any contact.

Search
Partner

Select Delete
Partner Contact

Search Search/Filter
Location Contact List

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 9. Delete a contact (employee)

A warning message is
displayed before Contact
deletion.
If Click Yes; the Partner
is deleted. The contact
becomes a Guest user
again.

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 10. Move a contact (employee)
You can Move a contact from Contact Management tool.
OR,
If you know the Partner and the location to which the contact is associated to,
PSS admin can search for the contact and move to a different location.

Search
Partner

Move
Select Contact to
Partner Different Location

Search Search/Filter
Location Contact List

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 10. Move a contact (employee)

Select Company
Select Location
Select Contact(s) you want to move to a different location.
Choose Action drop-down Change Location
Select Location and click Submit after reviewing.

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 11. Generate reports

1. Choose Reports from

the drop-down menu.
2. SELECT Partner
3. Click on Reports.

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 12. Add Cisco Testing ID (CSCO#) to a user profile

1. Choose Contact Management

2. Search the Contact
3. Select the contact
4. Add/delete CSCO# or CCO#
or edit Contact Access
5. Click on Submit.

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 13. Manage Company Association Request

1. Search for Association Requests

based on Partners, etc.
2. Pending Requests (GUEST)
Approve
Deny
3. Recent Guest Registration
(PARTNER)
Change Location
Cancel Request

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 13. Manage Company Association Request

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 14. Grant/Remove Administrator Access
(Update Company Contacts Access)

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 14. Grant/Remove Administrator Access

4. Select one
Contact

6. Provide access
& add notes

5. View Access

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 15. Add Cisco.com ID (CCO) to a user profile

1. Choose Contact Management

2. search the Contact
3. Select the contact
4. Add/delete CCO# or edit
Contact Access
5. Click on Submit.

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 16. Manage Certifications & Specializations

A link to CSAPP is provided here, swiftly flows from PSS

to CSAPP, provided proper access in certification tool.

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 17. Update Company Data for BeGeos

Partner Admins can update Company (one BeGeo at a time) Data

Company Description
Location Details
Contact Details
Contact Access
Contacts to Location Association

PSS Admins can update any company location & contact

information (all BeGeo)
Refer to Slide 2 above for all details.

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 18. Contact Management

Search for a Contact Info Or, Search by Partner Info

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 18. Contact Managementcont
1. Delete Contact
2. View Certifications
3. View Move History
4. View Notes
5. View Name Change
History
6. Move, Delete or Merge
various Contacts
utilizing Cart facility

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 Contact Hyperlink takes you to Contact Management
for that Contact

Search for Contact by

Name or Search a location.
Click on Any contact
Contact Management:
1. Edit Contact Roles
2. Delete CCO Userid
3. Add CCO Userid
4. Add CSCO ID #
5. Delete CSCO ID #
6. Edit Contacts Access

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 18. Contact Managementcont
1. You may also select
various contacts and
add them into the Cart.
2. Then, you can Move,
these Contacts to an
location of the same
BeGeo, or Delete them,
or Merge them.

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 19. Location Management

Location Management
- View Partner History
- View Contacts at this Location
- View Location Notes
- You can also navigate from
Location Management to
Contact Management

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 Add another Geography

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 Manage Global Admin Access

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Static Localization

Now, PSS is statically localized. You may choose any of the sixteen languages as the language of display
PSS PDM (Contacts & Location Management) installed on different JVM and is available only in English.
You can change your language selection only at the home page.
For Country China, Partner Name/address & contact name is solicited in Chinese Any Data operations
cannot occur without acknowledging / entering Chinese equivalent.

PSS User Guide 2006

2009 Cisco Systems, Inc. All rights reserved. Cisco Confidential Cisco
For Confidential
Internal Use Only 53
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