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UPDATING COMPANY AND CONTACT INFORMATION ON A CITRIX ACCOUNT – CUSTOMER

 * 22.08.2024
 * KNOWLEDGE


INFORMATION

TitleUpdating company and contact information on a Citrix account – Customer
URL
NameCTX126336-updating-company-and-contact-information-on-a-citrix-account-customer
CTX NumberCTX126336
Article TypeHow To
Created Date15/Mar/2019
Last Modified Date22/Aug/2024
Objective

Instructions

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

 * Update My Profile 
 * Company Information and Contacts


REQUIREMENTS

 * Company and other contact updates - 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:
    
    
    * COMPANY DETAILS
    1. Select the pencil icon to update any of the following personal
       information. 
       * Company Website
       * Company Phone
       * Company Address 
       * Fax Number
       * Industry Category
       * Global Number of Employees 
    2. Select Save Changes

 

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.
 

Having Issues ? 

Contact Customer Service via Live Chat and follow the menu's instructions to
speak to a Live Agent.

 



 
 

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