How to remove a Solution Advisor from a Citrix account

How to remove a Solution Advisor from a Citrix account

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Article ID: CTX233471

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Updated On:

Description

Customers have the ability to select a Solution Advisor to assist with and create quotes for Maintenance Program membership renewals.  If a partner is removed, that partner will have no visibility into the customer’s assets and therefore cannot create a renewal quote for the customer.
 

Requirements

Unrestricted log in and password for account containing Maintenance Program memberships.

Instructions

  1. Open a web browser and type in the URL https://www.citrix.com/account/ and Log in with your Citrix credentials to access the My Account page.
  2. Scroll down and click the “Renew and Manage Maintenance Programs” link on the left-hand side.
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  1. Select Assign Advisor & Set View
  2. Click the "X" button next to the renewal partner that you would like to remove. You can remove one or more renewal partners.
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  1. A pop-up will appear requesting confirmation to remove the renewal partner. Click the "OK" button.
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  1. The list will show that the renewal partner is no longer there:
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Issue/Introduction

Partner will have no visibility into the customer’s assets and therefore, cannot create a renewal quote for the customer.