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PXP Cisco 360 Access Guide

The PXP Partner Value Index & CPI Access Guide provides instructions for Cisco 360 Partner Program and PXP teams on how to manage access for PXP users through the Partner Self Service (PSS) tool. PSS administrators are responsible for assigning and updating access levels based on user roles, ensuring confidentiality and privacy of data. The guide includes step-by-step instructions for granting access to PXP functionalities, including the Partner Value Index and Cisco Partner Incentives.

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27 views7 pages

PXP Cisco 360 Access Guide

The PXP Partner Value Index & CPI Access Guide provides instructions for Cisco 360 Partner Program and PXP teams on how to manage access for PXP users through the Partner Self Service (PSS) tool. PSS administrators are responsible for assigning and updating access levels based on user roles, ensuring confidentiality and privacy of data. The guide includes step-by-step instructions for granting access to PXP functionalities, including the Partner Value Index and Cisco Partner Incentives.

Uploaded by

marckamel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PXP Partner Value Index & CPI

Access Guide
In this guide, the Cisco 360 Partner Program and PXP teams will guide you through
how Partner Self Service (PSS) Administrators can grant your PXP users access to
your organization’s Partner Value Index score within PXP Practice Maturity, and to
Cisco Partner Incentives (CPI) within Incentives and Funds

Getting Started
Setting up PXP access management
Use the Partner Self Service (PSS) tool to align your users' PXP functionality, capabilities, and
visibility based on their needs and/or role(s) within your organization. The full list of functions
and capabilities should be reviewed, and the PXP access level selected for each user’s job
responsibility(s).

Important: Please consider the condentiality and privacy of the data within the PXP
dashboard(s) to prior to assigning user(s) access.

During set-up, ensure to assign at least two (2) individuals within your organization to be
Partners Self Service (PSS) administrators. PSS administrators are responsible for assigning
and updating PXP access for your company stakeholders.

• Access to PXP for partners and distributors can only be granted by the Partner Self
Service (PSS) administrator(s) from each company.

• If a user needs to identify their PSS administrator, please leverage the How to identify
your PSS admin guide to nd out who performs that role within your organization.

• If you are a PSS administrator, you will be able to use our Partner Self Service tool to
assign PXP access for your team.

Cisco Confiden+al
• If you are a PSS administrator looking to grant your own PXP access, please
coordinate with another PSS administrator within the organization to enable your
access.

• Individual PXP users cannot assign their own PXP access level(s).

Partner Self Service administrators can nd step by step instructions to assign and manage
access to PXP within the Assigning user access to PXP quick reference guide, or dive even
deeper with the complete PSS Advanced Access Management Guide.

PXP partner access roles


The assignment process starts with selecting the role most closely related to the job
responsibilities of each user. Careful consideration should be given to role select due to
condentiality and privacy implications of certain roles’ access levels.

Note that roles are not connected to the level of access assigned. PSS administrator should
select the role that best aligns to a user’s job function within an organization, depending on
the organization's unique structure. The PSS administrator is then able to grant access to
additional PXP functionality and capabilities providing a customized user experience.

PXP access resources


PXP Black Belt Academy – Getting Access Learning Map
Cisco partner Journeys - PXP Partner Journey
Assigning user access for partners - quick reference guide
Assigning User access for distributors - quick reference guide

Cisco Confiden+al
PXP Partner Value Index and
Cisco Partner Incentives (CPI)
Getting Access
Step 1

• Log into Partner Self Service (PSS). Select Advanced Access Management,
then click on the Managed Cisco Tools Access button

Step 2
• At the top of the Access Management page, rst select your organization via
the Company Entity dropdown
• Next, select Partner Experience Platform from the Application dropdown

Cisco Confiden+al
Step 3
• Upon selection of the two (2) lters above, a list of existing PXP users within
your organization will appear. Use the Advanced Search capability to nd a
specic user
• Search or identify the desired user from the list
• Select the user via the Box to the left of the user’s name
• Select Edit Access
• Note: PSS admins can only edit PXP access levels for one (1) user at a time. To
update or establish Group Access, please review the PSS Advanced Access
Management Guide.

Step 4
• Upon the Assign Entities page, add or remove Geo Entity visibility to the user’s
PXP access prole
• Select Next

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Step 5
• Upon the Assign Role page, you will have visibility into the users existing PXP
access level
• If there is no change to the user’s assigned role, select Next
• If the user’s assigned role requires a change, select their new role, then press
Next

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Step 6
• On the Assign Access page, if the Partner Value Index functionality under the
Practice Maturity section or the CPI function under the Incentives and Funds
Section is set to “None”, please follow the below steps to secure access for
the user.
o Step 1: Please change the Partner Value Index and/or CPI selection to
Read Only
o Step 2: Review and conrm the correct access level across the
remaining PXP dashboards (i.e., Partner Management, Sales
Opportunities, etc.)
o Step 3: Once the user’s access levels are set per their role, select the “I
agree to above terms and conditions of Access Management” of the
bottom of the page.
o Step 4: Select Assign

Scenario 1 - Image A

Cisco Confiden+al
Scenario 1 - Image B

Image C

Cisco Confiden+al

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