Sign up for Citrix Cloud
This article walks you through the process of signing up for Citrix Cloud and performing the required tasks for onboarding your account successfully.
What is a Citrix account?
A Citrix account, also known as a Citrix.com account or My Citrix account, enables you to manage access to the licenses you have purchased. Your Citrix account uses an organization ID (OrgID) as a unique identifier. You can access your Citrix account by logging in at https://www.citrix.com with a user name (also known as a web login) or your email address, if one is linked to your account.
A user name maps to a single, unique Citrix account, but an email address can map to multiple Citrix accounts.
What is an OrgID?
An OrgID is the unique identifier assigned to your Citrix account. Your OrgID is associated with a physical site address, typically your company’s business address. So, companies usually have a single OrgID. However, in some cases, such as having different branch offices or having different departments managing their assets separately, Citrix may allow a single company to have multiple OrgIDs.
Citrix routinely cleans up certain OrgIDs, merging duplicates in some cases. If your company has OrgIDs that you want to merge with a valid and active OrgID, you can contact Citrix Customer Support with the OrgIDs you want merged.
Companies have already set up OrgIDs based on how they want to manage their assets, so if you don’t know what OrgID you need to use or how many OrgIDs you have, contact the IT department or Citrix administrator in your company. If you need help, Citrix Customer Service can also help you locate an OrgID. You can contact Citrix Customer Service at https://www.citrix.com/support/.
What is a Citrix Cloud account?
A Citrix Cloud account enables you to use one or more Citrix Cloud services to securely deliver your apps and data. A Citrix Cloud account is also uniquely identified by an OrgID, just like your Citrix account. It’s important to use the right Citrix Cloud account, based on how your organization has set up OrgIDs, so that your purchases and administrator access can continue on the same OrgIDs. For example, if a company’s design department using OrgID 1234 has been using Virtual Apps and Desktops on-premises and wants to try Citrix Cloud, one of the admins of OrgID 1234 should sign up for Citrix Cloud on that OrgID using a web login or email address associated with that OrgID. So, when the company decides to purchase a Citrix DaaS (formerly Virtual Apps and Desktops service) subscription, the order can be placed on OrgID 1234 and the transition is smooth.
Users who have access to a particular Citrix account do not automatically have access to the Citrix Cloud account associated with that Citrix account’s OrgID. Because Citrix Cloud access enables users to potentially impact service, it’s important to control who accesses the Citrix Cloud account.
Multifactor authentication requirements
To keep your Citrix Cloud account safe and secure, Citrix Cloud requires all customers to enroll in multifactor authentication (MFA). To enroll, you need only a device, such as a computer or mobile device, with an authenticator app installed, such as Citrix SSO.
If you’re an existing Citrix customer, Citrix Cloud prompts you to enroll when you visit the sign-up page and enter the credentials associated with your Citrix.com account. If you’re new to Citrix, Citrix Cloud prompts you to enroll after you create a Citrix account during the sign-up process.
Step 1: Visit the sign-up page
Using a web browser, visit https://onboarding.cloud.com.
Select Use a Citrix.com or My Citrix account.
- Enter your user name and password (also known as your web login) or the email address and password associated with your Citrix.com account.
- When prompted to enroll in MFA, select Enroll now.
- Complete the enrollment process as described in Step 4: Set up multifactor authentication in this article.
Enter the following information:
- In Email address, enter your business email address. Using a personal email address could result in delays when requesting trials.
- In Home region, select the region where most of your users and resources are located. This selection can’t be changed later. For more information, see Geographical Considerations.
In Create Password, enter and confirm the password you want to use with your account. The password you select is case-sensitive and must include all of the following criteria:
- At least 8 characters long
- At least one upper-case letter
- At least one number
- One symbol: ! @ # $ % ^ * ? + = -
Valid passwords can’t include dictionary words. If, after picking your password, Citrix determines your password isn’t sufficiently complex or is listed in a known database of compromised passwords, Citrix Cloud might prompt you to change it the next time you sign in to Citrix Cloud. For more information, see Changing your password.
- Select I have read, understand, and agree to the Terms and Conditions.
- Consent to the marketing communications from Citrix as appropriate.
- Select I am not a robot.
- Select Next: Verification to verify your email address.
If you see a message indicating a Citrix Cloud account for your organization is already in use, it means that another administrator from your Citrix account has already created the Citrix Cloud account. Before you can access the account, an existing administrator needs to invite you to be an administrator, even if you’re already a member of the Citrix account.
Since a Citrix Cloud account allows administrators much greater control on the service, we expect that the first administrator who creates the Citrix Cloud account has to explicitly give access to another administrator, even if the other administrator is already a member of the Citrix account.
To request an invitation to join the Citrix Cloud account, select Request Approval. All existing administrators on the account receive an email notifying them of your request. If the existing administrators are no longer with your organization, please contact Citrix Support.
When an administrator receives your approval request, they invite you to be an administrator as described in Invite individual administrators.
When you receive the invitation email, click the Sign in link to accept the invitation. When your browser opens, Citrix Cloud prompts you to create a password and sign in to the Citrix Cloud account.
Step 2: Verify your email address
After selecting your region, Citrix sends you an email to verify your email address. If you don’t receive this email after a few minutes, select Resend Email.
Citrix Cloud then sends you a verification email. If you don’t receive the email after a few minutes, select Resend verification email.
After you receive the email, click the verification link to confirm your email address is correct.
Step 3: Enter your account information
- Enter your name, business phone number, and business address in the form fields provided.
- Select Next: Authentication to set up multifactor authentication for your account.
Step 4: Set up multifactor authentication
To keep your administrator account safe and secure, Citrix Cloud requires you to use multifactor authentication (MFA) when you sign in. If you’re not enrolled in MFA, Citrix Cloud prompts you to set up MFA with at least two authentication methods. You can choose to set up MFA using an authenticator app (recommended) or your email address.
- Only administrators under the Citrix identity provider can set up MFA through Citrix Cloud. If you use Azure AD to manage Citrix Cloud administrators, you can configure MFA using the Azure portal. For more information, see Configure Azure Multi-Factor Authentication settings on the Microsoft web site.
- After you complete the setup process, MFA is used for all customer organizations that you belong to in Citrix Cloud. You can’t disable MFA after completing the setup process.
- You can enroll only one device. If you enroll a different device later, Citrix Cloud deletes the current device enrollment and replaces it with the new device. For more information, see Manage your primary MFA method.
If you can’t use an authenticator app to access Citrix Cloud, MFA using email is a convenient alternative. However, Citrix strongly recommends that you take precautions to ensure access to your email address is secure.
To set up MFA, Citrix Cloud requires you to configure at least two authentication methods.
To set up MFA with an authenticator app, you must install an app that follows the Time-Based One-Time Password standard on your device, such as a smartphone or desktop computer. Depending on the device you’re enrolling, the app might need to access your device’s camera to scan a QR code. If your device doesn’t have a camera, you can enter a key that Citrix Cloud provides.
To set up MFA with an email address, you must use an email address that meets the following requirements:
- The email address is different from the email address you’re using for your Citrix account.
- The email address is an address that you can access to receive verification emails from Citrix.
When prompted to enroll in MFA, select the authentication method you want to use. For example, to set up an authenticator app, select Set up authenticator app.
If setting up an authenticator app, perform the following actions:
- From your authenticator app, scan the QR code or enter the key manually. Your authenticator app displays an entry for Citrix Cloud and generates a 6-digit code.
- Under Verify your authenticator app, enter the code from your authenticator app and select Verify code and complete.
If setting up an email address, perform the following actions:
- Enter your email address and select Send verification email. Citrix Cloud sends you an email with a verification code.
- Enter the 6-digit code and then select Verify code and complete.
Configure the following account recovery methods in the event you can’t sign in with your chosen MFA methods:
- Recovery email (recommended): Enter an email address that you can access and that’s different from the one you use with Citrix Cloud. Citrix uses this address to send you a verification code to verify your identity.
- Recovery phone (required): Enter a phone number that a Citrix Support representative can use to call you and verify your identity. By default, the phone number from your Citrix account is already entered, but you can change this number if needed. Citrix recommends using a landline phone number. When finished, select I understand and confirm this number.
- Backup codes: Select Download backup codes to create a set of one-time use backup codes to help you sign in.
Select Finish to complete the enrollment.
The next time you sign in with your Citrix Cloud administrator credentials, Citrix Cloud prompts you for the verification code from your chosen MFA method.
If you need to register a different device, change your recovery email, generate more backup codes, or update your recovery phone number, you can perform these tasks from your My Profile page. For instructions, see the following articles:
Step 5: Verify your OrgID and invite administrators
Congratulations, you set up your Citrix Cloud account! Before you start using Citrix Cloud, take a moment to verify your OrgID and invite other administrators to help you manage your Citrix Cloud account.
Make sure your account OrgID matches the OrgID that you use to place orders. One of the benefits of Citrix Cloud is that if you try a service and decide to purchase it, then all the configurations you made in the trial are retained in the purchased service, since the purchase occurs in the same account. So, making sure that the trial starts in the right OrgID saves effort when you decide to purchase.
Your OrgID appears in the following locations in the management console:
In the menu beneath your customer name. Click on your customer name in the top-right corner to reveal the menu.
On your Account Settings page. Select Account Settings from the customer menu.
Remember, even if your other administrators have access to your Citrix account on Citrix.com, you still need to invite them to the Citrix Cloud account. To do this from the Citrix Cloud management console, click the menu button in the top left corner and select Identity and Access Management. For more information, see Add administrators to a Citrix Cloud account.
Step 6: Request trials for Citrix Cloud services
Trials are designed to be tested with your choice of on-premises infrastructure or public cloud, your applications, and your Microsoft Active Directory. You can set up and configure services, workspaces, and resource locations.
During your trial, if you decide that you want to purchase a subscription package, you can do so at any time. All your existing configurations are saved and available for your continued use.
To request a trial, click Request Trial for the service you would like to try. For more information, see Citrix Cloud Service Trials.
In this article
- What is a Citrix account?
- What is an OrgID?
- What is a Citrix Cloud account?
- Multifactor authentication requirements
- Step 1: Visit the sign-up page
- Step 2: Verify your email address
- Step 3: Enter your account information
- Step 4: Set up multifactor authentication
- Step 5: Verify your OrgID and invite administrators
- Step 6: Request trials for Citrix Cloud services
- More information