How to update company and contact information on a Citrix account - Partner (2024)

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

• Organization Summary
• Locations
• Manage your contacts
• Program Memberships

Personal/Individual updates must be done via My Account. Refer to article Updating Company and Contact Information - Customer.

Requirements
Procedure
Overview
Organization Summary
Locations
Name and Location Details
Preferred Distributor / Select Distributor
Contacts
Contact List / Add New Contact
Disabling a contact
My Information
Program Membership

Requirements

• Organization/Location Administrator or Business Executive contact type with user name and password to Partner Central.
• Account type is a current or former partner account.

Procedure

1. Log in to Partner Central.
2. Select My Partnership tab>Tools>click Account management

Overview

Provides a summary of what Account Managementtool can be used for.

Organization Summary

• View a summary of Locations, Contacts, and Program Memberships
• Access the details of each section
• Apply for a new membership or an existing membership at a new location

Locations

Location List

View a list of locations for your organization, apply for a new location, and update partner details by location including: addresses, partner locator email, email domain restrictions, and preferred distributor.

Location Details

1. Click Company hyperlink or Location Details tab.
2. Update fields as needed.

• Location name cannot be updated here

3. Click Save.
4. Confirmation of changes appears as a message at the top of the page, “The location has been updated. Please allow a few minutes for the completion of processing”.
5. Click Continue to return to the Locations List page.

Select Distributor

For North America only, Ingram Micro is the distributor.

1. Select Distributor Country from drop-down list.

• To search for a distributor, enter distributor’s company name and click Search.

2. Select the distributor of choice by clicking the radial button next to the distributor’s name.
3. Click Save.
4. Confirmation of choice appears as a message at the bottom of page, “Distributor saved successfully”.

Manage your Contacts

Click the View link under Locations List or Contacts link at top of page.

Contact List and New Contact

1. Select appropriate option for Location, Status and Contact Types, if applicable.
2. Click New Contact.
3. Fill in required contact information

• Contact Types designate what areas of Partner Central a contact is able to access.

4. Select Permissions if applicable
5. Click Save.

• If page does not allow you to proceed, verify all fields marked with a red asterisk are completed and remove invalid characters (e.g. dash/symbols) if necessary. Any fields not completed or that contain invalid characters will show a yellow exclamation point to the right of the field.
• When contact email address is marked as invalid, Red pencil icon will display. Update email address and save information, upon refresh pencil color will change to blue.

6. Confirmation of new contact appears on next page as message, “The Contact has been created. Please allow a few minutes for the completion of processing”.
7. Click Continue to be brought back to Contact home page.

• If a log in id and password are required for a new contact, contact Customer Service or open a case via the Customer Service Online case generation web portal.

8. Updates take effect immediately; however, some updates require log out and log in for changes to take effect.

Disabling a Contact

Important:To remove a contact and disable their access, their Statusmust bechanged to 'Former'.Contacts cannot be physically deleted.

1. Log into Partner Central; hover over My Partnership / under Account Management, select Update Locations, Contacts, and Memberships
2. Select Manage your contacts.
3. Select appropriate option for View contacts for, Status and Contact Types, if applicable.

4. Select the name of the individual that needs "ALL" rights disabled. Once ContactDetails listing is displayed,change the Status field to FORMER.

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

• To set new contact as a Security Contact, check the box for Security Contact. (Maximum of 3 security contacts per account)

4. Scroll down and select Save.

Contact Types

How Administrators can Update Contact Types in Partner Central

1. From theAccount Administration>Manage your Contacts
2. Select a Contact by clicking on the last name
3. Go to Contact Types/Description and select type of contact desired.

Note: .To set a Security Contact, please contact Customer Servicefor additional assistance as this contact type cannot be set via the portal.

My Information

Allows the logged in user to update their personal information and change the log in id and password.

1. Update fields needed.

• Administrators and Business Executives can change contact types and permissions to Dashboards.

2. Update Communications (Contact Preferences) if applicable.
3. Click Save, or Edit Log in Details.

• Save completes the changes and a message appears at the top of the page, “Partner Contact Saved Successfully”.
• Edit Log in Details allows the user to change log in id, password or both. Follow instructions on page. Only one at a time can be changed, log out, log back in and change the other.

Program Membership

Displays program membership(s) for a specific location, or for entire organization.

1. Select appropriate options for View Program Membership For and Stage drop-down lists. The following options are viewable:

• Membership ID – shows current membership information if applicable
• Program Guide > View – Opens a .pdf file for Reseller Program
• Profile > View – Provides the ability to update business information
• Action – Provides ability to Reapply or Renew a partner membership
• Reapply, instructs user to contact Partner Operations Team and opens a new window to the Citrix Partner Operations team contact page
• Renew, allows user to submit a renewal application to continue the partner membership

2. For further information on these toolbar options, navigate to the Company Information and Contacts Overview page. To the right of the page, click Step-by-step Guides, User Guides or Quick Reference Cards.

Additional information pertaining to this topic can be found in the below articles:

• CTX128597 | How to Open a Customer Service Case Online
• CTX126207 | How to Retrieve Your My Account Log in Information
• CTX129085 | How to submit a request for a company name change
• CTX130452 I How to update company and contact information on a Citrix account - Partner

Still Need Assistance

Open a Customer Service case online or contact the Citrix Customer Service department in your region, click here or reference Citrix.com > Support > Customer Service > Worldwide phone numbers > regional tab for contact information.