Citrix Cloud for Partners
Citrix Cloud includes services, features, and experiences designed for both customers and partners. This section outlines features available to Citrix Partners that help them collaborate with customers on Citrix Cloud services and solutions.
Partners are identified in Citrix Cloud based on their Citrix Organization ID (ORGID). Partners can view the ORGID that’s associated with their Citrix Cloud account in the following locations in the Citrix Cloud management console:
From the customer menu. Click your customer name from the top-right corner of the console. Your ORGID appears beneath your company name in the menu.
From the Account Settings page. From the customer menu in the top-right corner, select Account Settings.
If the ORGID on the account is an active member of a Citrix partner program (such as Citrix Solution Advisor or Citrix Service Provider) the program badge indicates that a Citrix partner owns this account. Partner identification is then used to govern access to additional cloud services or features.
The customer dashboard is designed for partners to view the status of multiple Citrix Cloud customers in a consolidated view. For a customer to appear on the dashboard, a connection must be established between the partner and customer. The customer dashboard is available on partner badged Citrix Cloud accounts.
By default, full access administrators can view the customer dashboard. Custom access administrators can view the dashboard if the Customer Dashboard (View Only) permission is selected. For more information about administrator permissions in Citrix Cloud, see Modify administrator permissions.
Connecting with customers
Partners collaborating with customers on Citrix Cloud solutions are able to establish a trusted link between their accounts. This account level relationship allows a customer to share specific information easily with a partner. By accepting to connect with a partner, a customer grants the partner visibility into information about their Citrix Cloud account and relationship with Citrix.
Establishing a partner connection enables the following:
- Customer appears on the partner’s dashboard
- Partner appears as an active connection in the customers account settings
- Partner visibility into Citrix Cloud service entitlements
- Partner visibility into license usage and active use for Citrix Cloud entitlements
Additional information about partner connections:
- Partners can establish connections with multiple customers
- Customers can establish connections with multiple partners
- There is no limit to the number of customer-to-partner connections
- Connections can be terminated at any time by either the customer or the partner
- By the customer in their account details page
- By the partner using the customer dashboard
- Citrix Cloud Notifications are sent depending on the connection workflow
- Partner is notified when a customer connection is made
- Partner is notified if customer terminates connection
- Customer is notified if partner terminates connection
- Licensing visibility is limited to viewing summaries of license assignments and historical usage trends
- Partner to customer connections do not expire
Once the connection between the partner and a customer is made, partner admins can view the customer’s basic account information, orders placed by the customer, and entitlement information, such as services, license counts, and expiration dates.
Inviting a customer to connect
Partners connect with customers in three simple steps:
Partner retrieves their invitation link from the customer dashboard. Select Invite or Add and choose whether the customer already has a Citrix Cloud account or needs to be onboarded. If the customer needs to be onboarded, provide their business contact details to create a Citrix Cloud for the customer. Afterward, the invitation appears.
- Partner copies the invitation link and provides it to the customer.
Customer clicks the link, signs in (or signs up) and accepts the connection request.
Additional information about partner invitation links:
- Partners are provided one invitation link. The link is fixed and not customizable or changeable.
- There is no limit to how many times the link can be used to establish a connection.
- The link can be reused if a connection needs to be recreated.
- The link does not expire.
Partner visibility into Citrix Cloud service entitlements
When a customer accepts a Citrix partner’s connection invitation, the partner gains basic visibility into the Citrix Cloud service entitlement status for that customer. This information includes the status of both trial and non-trial entitlements. Additional information includes:
- Active service trials
- Pending service trial requests
- Expired service trials
- Active service entitlements (services purchased or otherwise entitled or enabled for the customer)
- License count and expiration date for the entitlement
Partners can view licensing information from the customer dashboard by clicking the ellipsis button for the customer and selecting View Licensing.
Citrix Partners can view only the Licensing summary view and historical active usage trends. They can’t view individual users who consume licenses for a given service.
To view a summary, select View Usage Trend on the Usage tab in the customer page.
The summary includes the ratio of assigned licenses to the total purchased, a breakdown of assigned licenses, and monthly and daily active users. If needed, partners can export this information as a .csv file.
Customer licensing and usage for Citrix Service Providers
The Licensing feature in Citrix Cloud enables customers of Citrix Service Providers (CSP) to monitor their licenses and usage for supported Citrix DaaS (formerly Citrix Virtual Apps and Desktops) products. CSPs can sign in under their customer’s Citrix Cloud account to view and export this information as well. For more information, see the following articles:
Partner visibility into customer’s support tickets and notifications
Partners can view the support tickets and notifications for the connected customers. Partners can also filter the customer-specific notification and take action, like dismissing the notification. Dismissed notifications don’t show up for the partner. However, customers can still see the notification in their account after they sign in to Citrix Cloud.
To view customer notifications, click the bell icon near the top of the management console, select My Customers, and then select View all notifications.
Select a customer from the drop-down menu to view that customer’s notifications.
Visibility in customer support tickets helps partners resolve issues for their customers, ensuring a streamlined and error free experience for their users.
Federated domains for Citrix Service Providers
Federated domains enable customer users to use credentials from a domain attached to your CSP resource location to sign in to the workspace. This allows you to provide dedicated workspaces to your customer users with a custom workspace URL, such as customer.cloud.com. The resource location is still on your partner Citrix Cloud account. You can provide dedicated workspaces alongside the shared workspace that customers can access using your CSP workspace URL (for example, csppartner.cloud.com). To enable customers to access their dedicated workspace, you add them to the appropriate domains that you manage. After configuring the workspace, customer users can sign in to their workspace and access the apps and desktops that you’ve made available through Citrix DaaS.
When you remove a customer from a federated domain, the customer’s users can no longer access their workspaces using credentials from the partner’s domain.
For more information about using federated domains to deliver apps and desktops, see Citrix DaaS for Citrix Service Providers.
Workspace appearance options for Citrix Service Providers
You can configure your workspace colors and logos with custom themes. To learn how to create custom themes, see Customize the appearance of workspaces.
Custom theming is a single-tenant feature. Citrix Service Providers where service provider tenants share a resource location, cloud connectors, and active directory domain (multi-tenant) are not currently supported. Citrix Service Provider tenants that have their own dedicated resource location, cloud connectors and dedicated active directory domain (single-tenant) are fully supported.
In this article
- Partner identification
- Customer dashboard
- Connecting with customers
- Inviting a customer to connect
- Partner visibility into Citrix Cloud service entitlements
- Licensing trends
- Partner visibility into customer’s support tickets and notifications
- Federated domains for Citrix Service Providers
- Workspace appearance options for Citrix Service Providers