Admin overview

The Admin Overview page gives summarized information on your account including: Account Name, ID, Billing Plan Type, Account Owner, and Allocated Licenses. The page also displays any entitlements on your account and links to view release notes and open source licenses. This page is the landing page after you click Manage in the Citrix Cloud console.

Account owner

This is an administrator whose skills and experience allow for greater permissions and who maintains all user permissions available on the account. It cannot be deleted by any other user. If an account feature is added to the account, the account owner automatically has access to the feature. Any other users must be granted access as desired by the account owner.

All subsequent access to the customer’s account is managed by the account owner account, or administrators designated by the account owner account.

Identifying the account owner

To identify the current account owner, go to Users > Browse Employees. The account owner has a special icon to the right of their name.

account owner 1

The account owner is also indicated on the Manage > Admin Overview page.

Changing the account owner

To change the account owner for an account, the current account owner must sign in and navigate to Manage > Admin Overview.

The current account owner can use the Reassign account owner option to designate a new account owner. In the Reassign Account Owner menu, select the new admin from the employees on your account. The new account owner must be an employee user on the account, and that employee user must have signed in at least once.

The Reassign account owner option is only available to the current account owner.

Click Assign New Account Owner to complete the process. Once submitted, this change cannot be undone. Only the new account owner is able to reassign, using the preceding steps.

If the current account owner is not available to place this request, contact ShareFile Support.

Admin overview