Submit Wholesale Setup Assist Request Form

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Learn how to submit the Wholesale Setup Assist Request Form after provisioning customers and users in Partner Hub and Control Hub to request subscription assistance.

Submit Wholesale Setup Assist Request Form

If you’re using the Wholesale Setup Assist service, complete this form after you provision customers and users in Partner Hub and Control Hub to submit the subscription request.

1

Open the Wholesale Setup Assist Request Form.

2

Complete the following fields on the request form.

You can get most of the values from the Partner Hub and Control Hub settings. The following table describes how to find appropriate values for some of the prominent settings.

Table 1. Required Settings for Wholesale Setup Assist Request Form

Field

Use this Partner Hub / Control Hub setting...

Partner/Agent Org ID

In the Partner Hub left navigation bar, click the partner name. In the settings window, copy the partner's Organization ID.

Customer Org ID

From Partner Hub, click Customers and select the appropriate customer. Copy the Organization ID for that customer

Do you have an active Wholesale subscription?

Select YES.

Subscription ID

From Partner Hub, click Customers and select the appropriate customer. Under Subscriptions, copy the Subscription ID.

Total Number of Locations

Base this setting off the number of locations entered in the Control Hub for the customer.

Launch the Control Hub instance for that customer. Select Calling and click the Locations button for info on locations (for example, the Head Office location).

Location ID

From the Control Hub, open the location settings for a customer (see the preceding description). For the appropriate location, copy the Location ID.

3

Complete any additional fields on the SmartSheet. Make sure to complete all fields with an *.

4

To receive an email copy of the request, check the Send me a copy of my responses check box.

5

Click Submit.

If you run into any issues, you can request Setup Assist help from Calling HelpDesk. The team assists with “how-to” calling questions and initiates engagement with the Setup Assist Team.

What to do next

The Wholesale Setup Assist team at Cisco takes over the onboarding process and works with you to complete the onboarding process. For more details on the project flow, and the Cisco responsibility and partner responsibilities during this process, see one of the following two flows:

  • For Express Flow, see Setup Assistance (Express Flow) of Onboarding Flow with Wholesale Setup Assist in the Reference section.

  • For Standard Flow, see Setup Assistance (Standard Flow) of Onboarding Flow with Wholesale Setup Assist in the Reference section.

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