How to View/Update/Add Company Contacts

How to View/Update/Add Company Contacts

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Article ID: CTX694721

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Updated On:

Description

Instructions: 

Follow the steps below to View/Edit Contacts:

 

  1. Log in to your Citrix account.
  2. Select Company Information and Contacts, under My Account (on the left side).



  3. Displays Company Details and Update/Edit Contacts tabs.


  4. User will be landed on Company Details, click on Update/Edit Contacts tab, displays all the contacts associated with the organization.



  5. Update a Contact
    1. Click on the pencil icon to update a contact


    2. Display First Name, Last Name, Email Address (Non Editable)
      NOTE: Please create new contact if the email has to be modified. For the first Name and Last Name updates please reach out to Customer Service.



    3. Displays the current Contact Type(Drop Down), Security Contact(Check Box) , Restricted Contact(Check Box), Status(Toggle Button).



    4. To Update Contact Type, Security Contact , Restricted Contacts, Click on the "Edit button".


    5. Contact Type, Security Contact , Restricted Contacts field will be now editable
      1. Update Contact Type: To update Contact Type click on the drop down displays list of values (Ship To, Admin, Sales,  Bill_To). This is a multi-select field, select the desired contacts types and click on "Save button".




Issue/Introduction

To guide company administrators through the process of viewing, updating, and adding company contacts within the Citrix account portal, including managing contact roles, security/restrictions, and status updates, while outlining permission-based limitations.

Additional Information

    1. Update Security Contact : To select contact as  "Security Contact" check the box, if not uncheck the box to update the contact from security role. Once selected click on "Save button".
      image.png

    2. Update Restricted Contact : To restrict a contact check the "Restricted Contact" box, if not uncheck the box to update the contact as non-restricted. Once selected click on "Save button".

      image.png
    3. Displays a message "Roles Created Successfully".

      image.png

    4. Update Status : To update contact as Inactive /Active. Click the toggle button. No need to click on  Edit/ Save button.

      image.png

 

NOTE: Updates to contact information may take up to 60 minutes to reflect across all systems. Please wait at least 60 minutes before making further changes.

 

Follow the steps below to Add Contacts:

 

  1. Click on "Company Information and Contacts" from the left menu.
    image.png


  2. User will be landed on Company Details, click on Update/Edit Contacts tab

    image.png

  3. To Add a Contact click on "Add Contacts".

    image.png

  4. Displays form to add a contact, fill in the following fields
    1. First name, Last Name, Email Address(Duplicate Check is performed).
      image.png

    2. Select the contact type from the drop down list  (Ship To, Admin, Sales,  Bill_To). This is a multi-select field.

      image.png

    3. Check the box if this contact will be the Security Contact for your organization.

      image.png

    4. Once updated click on "Save button".

      image.png

    5. Displays a message "Contact Created".

      image.png

NOTE: Updates to contact information may take up to 60 minutes to reflect across all systems. Please wait at least 60 minutes before making further changes.

 

Restrictions:

  1. Only Admins will be able to Edit Contacts.

  2. Exceptions: Admins will not be able to update contact if any of the contact type of a user has [ Bill _To].

    1. Admins will only be able to update the "Security Contact" check or uncheck the box.

    2. Admin will not be able to update the status of the contact

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