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Payment Profile

Overview

Regardless of which Subscription plan you set up for users in your tenant, you have the option to enforce users to setup a payment profile. See Financial Overview > Who Creates Contract, Bundles, or Plans? for additional context.

When a user logs into the CCM and accepts the terms of agreement, this user must set up a Payment Profile. Once the user sets up the payment profile, the admin must activate the payment profile to allow this user to use CloudCenter. 

If a user is not on a paid subscription plan (for example, only bundles), then a payment profile is not required.

Setup Payment Profile

As part of setting up the payment profile, users can specify a Payment Order (Invoice) or set up a Credit Card.

To setup a payment profile, follow this process:

  1. Access the CCM UI, click the user link at the top right corner, and select Account. The Account Information page displays for your user account.
  2. Click the Billing Information link to display the Payment Information page. This page displays the Credit Card view by default.
  3. Click the Invoice radio button (under Payment Method) to provide the Billing Information.
  4. Enter the details in the Billing Information page and click Save.
    You have now setup your payment profile. Your profile is still pending activation by your admin. Your admin will receive an email about this task completion. You cannot use CloudCenter until your admin activates your payment profile.
    The Billing Information link in your Payment Information Page now displays Invoice to reflect your selection.


Activate Pay Profile

When users setup and save a payment profile, the Activate Pay Profile option automatically displays in the dropdown list in the Users page and must be activated by the admin. If the admin does not activate the payment profile, this user cannot use CloudCenter.

To activate your payment profile, follow this process.

  1. Login to the CCM UI and click Admin > Users.

  2. Select Activate Pay Profile from the Actions dropdown list for the corresponding user. The Activate Pay Profile popup displays.
  3. Click Save. The Users page displays the status at the top of the page and the Deactivate Pay Profile becomes available in the user's dropdown list.

Deactivate Pay Profile

The Deactivate Pay Profile action is only displayed in the dropdown list in the Users page if the user's payment information profile is already activated.

The admin has the authority to deactivate the payment profile at any time. This task is especially useful if a person has left a company or if the bill needs to be sent to another user and so forth.

To deactivate your payment profile, follow this process.

  1. Login to the CCM UI and click Admin > Users.
  2. Select Deactivate Pay Profile from the Actions dropdown list for the corresponding user.
  3. Click OK in the popup to confirm your  action. The Users page displays the status at the top of the page and the Activate Pay Profile becomes available in the user's dropdown list.

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