How to add contacts on a Citrix account - Customer

How to add contacts on a Citrix account - Customer

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Article ID: CTX120355

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Updated On:

Description

Restrictions & Permissions

Contact Roles Unrestricted Access Restricted Access
Admin Modify contact roles, access levels, update status (Active/Inactive), and manage licenses  Admins can edit roles/access/status but cannot manage licenses 
Ship_To Manage licenses Can login to portal but cannot Manage licenses
Bill_To Access to manage licenses and view company billing information Customers cannot edit Bill To contacts irrespective of any Contact Roles
Sales Renewal/Sales POC only; no web login ID will be generated NA

 

Instructions

View/Edit Contact Type or Restrictions

  1. Log in to your Citrix account.

  2. Navigate to Company Information and Contacts under My Account (left menu).

  3. You will land on the Company Details page.

  4. Click on the Update/Edit Contacts tab. This will display all contacts associated with your organization.

To Update a Contact:

  1. Click the pencil icon beside the contact to open the contact page.

  2. The following information will be displayed:

    • First Name, Last Name, Email Address (Note: Email is non-editable)

      • To change the email, create a new contact.

      • For First Name or Last Name updates, please contact Customer Support via Live Interaction.

    • Contact Type (Role) Multi-select dropdown

    • Security Contact Checkbox

    • Restricted Contact Checkbox

    • Status Toggle button (Active/Inactive)

  3. Click the Edit button to enable updates.

Update Contact Type:

  • Use the dropdown to select one or more contact types: Ship_To, Admin, Sales

Update Security Contact:

  • Check the box to designate the contact as a Security Contact.

  • Uncheck to remove Security Contact designation.

Update Restricted Contact:

  • Check the Restricted Contact box to restrict the contact's access.

  • Uncheck to make the contact unrestricted.

  • Click Save once updates are done.

Note: Updates may take up to 60 minutes to reflect across all systems.

  1. A confirmation message will appear: "Contact updated Successfully"

Update Contact Status:

  • To activate or deactivate a contact, click the toggle button.

  • No need to click 'Edit' or 'Save' for status changes.

Add a New Contact

Note: Only contacts with the Admin role are permitted to add new contacts

  1. From the left menu, click on Company Information and Contacts.

  2. You will be directed to the Company Details tab.

  3. Click on the Update/Edit Contacts tab.

  4. Click on the Add Contacts button.

  5. Fill in the required fields:

    • First Name

    • Last Name

    • Email Address (Duplicate check is performed)

  6. Select appropriate Contact Types (Ship_To, Admin, Sales) from the multi-select dropdown.

  7. Check the box if this contact should be assigned as the Security Contact.

  8. Click Save.

  9. A confirmation message will appear: "Contact Created"

To Update the newly added Contact as Restricted.

  1. Locate the contact from the list by visiting the Company Details tab.

  2. Click the pencil icon to open the contact page.

  3. Check the Restricted Contact box to restrict access.

    • Uncheck to make the contact unrestricted.

  4. Click Save.

Issue/Introduction

To guide company administrators (Partners & end users) through the process of viewing, updating, and adding company contacts within the Citrix account portal. This includes managing contact roles, security/restrictions, and status updates, along with outlining permission-based limitations.

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