This article covers customer accounts only, for the following areas:

• Update My Profile 
• Company Information and Contacts

Requirements

• Update other contact information - unrestricted username and password associated to account user needs to make changes or updates to.
• Personal contact updates – unrestricted or restricted contacts may make changes to personal information.

Update My Profile 

This section allows customers to update personal information. To update company information, please refer to Company Information and Contacts

1. Log in to My Account.
2. Select Update My Profile 
3. The following Tabs selections are available:

   • Details & Settings

   1. Select the pencil icon to update any of the following personal information:
      • Name
      • Job Level
      • Department
      • Email
      • Phone
      • Address 
      • Preferred Language
      • Email & Survey Opt-in/Opt-out Preferences 
   2. Click Save setting changes

Note: If RED pencil is displayed for "invalid" email address, pencil color will change to blue after updating and upon refresh.
 

• Username & Password

1. Fill in the field for the following: 
   • Current Password
   • New Password
   • Confirm Password

Note: Please review password requirements posted on the page

2. Click Save Changes 
3. You will be logged out and must log in again upon changing your username and/or password.   

Company Information and Contacts 

This section allows for customers to update information on the company level. To update personal information, please refer to Update My Profile 

1. Log in to My Account.
2. Select Company Information and Contacts
   • If you do not see this option, the username and password used has a restricted status or the account is a partner account.  Contact a Business Executive, Organization Administrator or Location Administrator to make the needed updates. 
   • For a list of unrestricted contacts, on the home page, find the alert stating “You have been granted access to a limited set of tools.  Click here to request full access.” at the top of the page, click on the notification to view a list of administrators on the account who can provide full access or access to specific tools. Refer to article “How to select or change the Access Model on My Account” - CTX130127 for instructions on changing contact restrictions and security access models.   
3. The following Tabs selections are available:

Update/Edit Contacts

• Add New Contact 
  1. Select Add a new contact link
  2. Enter contact details 
     • To set new contact as a Security Contact, check the box for Security Contact. (Maximum of 3 security contacts per account)

3. Click Add contact button 
4. Create username and password - password must meet following requirements:
   • Eight (8) or more characters in length
   • Contain at least one (1) digit
   • Contain at least one (1) UPPERCASE letter
   • Include at least one (1) of these symbols: ! @ # $ % ^ * ? + = -

 Note: If RED pencil is displayed for "invalid" email address, pencil color will change to blue after updating and upon refresh.
 

• Edit Existing Contacts

1. Edit a contact by changing the status from current to former
   1. Person performing edits cannot change himself/herself to former
   2. If total number of contacts >= 3, there should be at least 2 current contacts on each account
   3. If total number of contacts = 2, user can go down to 1 current contact

2. Select pencil icon next to contact name
3. Update applicable contact details: 
   • Contact Status 
   • Preferred Language
   • Contact Name 
   • Job Level
   • Phone
   • Email 
   • Department

• To set an existing contact as a Security Contact, check the box next to Security Contact. (Maximum of 3 security contacts per account)

4. Click Save changes button 

Note: Updates take effect immediately; however, some updates such as language preferences require log out and log in for changes to take effect. If RED pencil is displayed for "invalid" email address, pencil color will change to blue after updating and upon refresh.
 

Need further assistance?

Follow the instructions in the article ‘How to start Live Chat for Citrix Customer Service Inquiries?’ to connect with a Chat Advisor for Immediate support.