Onboarding

Step 1: Partner signs up for one of the partnership programs offered by Citrix and logs into Citrix Cloud (CC)

Here are some of the partner programs offered by Citrix:

A prospective partner would need to sign up for one of these programs:

• Citrix Service Provider (CSP) - CSP sign-up
• Citrix Solution Advisor (CSA) - CSA Sign Up
• Citrix SD-WAN Managed Service Provider - SD-WAN MSP Sign Up

A partner can have membership in one or more of these programs, at the same time.

A Citrix Cloud (CC) account is created for the partner as part of the registration process. For more information, see Signing Up for Citrix Cloud.

Once a Citrix Cloud account is provisioned and ready, a partner would need to contact Citrix to request access to the SD-WAN Orchestrator service to complete the registration process.

Partner now logs into Citrix Cloud account.

Step 2: Partner accesses the menu of all Citrix Cloud services

When a partner logs into Citrix Cloud, a menu of all the available services offered on Citrix Cloud is displayed on the home page.

The SD-WAN Orchestrator tile can be found in the Available Services section. The partner clicks Resell SD-WAN on the tile to get registered as a Citrix SD-WAN reseller or service provider.

The SD-WAN Orchestrator account is provisioned for the partner. Click Go back to Launchpad to navigate back to the Citrix Cloud home page.

Step 3: Partner is now all set to access SD-WAN Orchestrator

The SD-WAN Orchestrator tile now shows up under My Services. Click Manage to access the SD-WAN Orchestrator Provider Dashboard.

At this point, there are no SD-WAN customers. The partner navigates back to the Citrix Cloud home page to onboard customers.

Step 4: Partner invites or adds a customer

The Citrix Cloud Customer Dashboard visible to the partner, displays the number of current customers. In this case, there are none.

A partner can either add a new customer, who does not currently have a Citrix Cloud account, or invite existing Citrix Cloud customers, who are currently not managed by the partner.

The partner can click the Customer Dashboard, or navigate to My Customers in the menu to access customer onboarding workflows.

Click Invite or Add

Onboard customers new to Citrix Cloud

1. Select Add Customer.

   

2. Fill the customer registration form and submit it.

   

   The on-boarded customer details are displayed in the dashboard.

   

Onboard existing Citrix Cloud customers

1. Select Invite a Citrix Cloud customer and click Continue.

   

2. Copy the invite link and share it with the customer you want to invite.

   

3. Customer uses the link shared by the partner to log in to Citrix Cloud.

   

   

4. A dialog box appears on the customer’s Citrix Cloud account, seeking confirmation on association with the partner.

   

5. Customer clicks Accept to confirm the partnership and with that, the customer has effectively been on-boarded by the partner.

   

   The customer details show up in the partner’s customer dashboard.

Step 5: Customer invites Partner as an admin

To grant a Partner administrative rights to manage some or all services associated with a customer’s account, the customer adds the partner as an administrator.

The customer logs into Citrix Cloud account and navigates to Identity and Access Management.

In the Identity and Access Management page, navigate to Administrators, select Citrix Identity from the drop-down list, enter the email id of a partner, and click Invite.

Set the administrator access rights to Full access and click Send Invite.

Step 6: Partner accepts the invite to be an admin on the customer account

The partner receives an email invite, accepts it and becomes an administrator of the customer account.

The Partner is now entitled to manage the customer account, and add services.

Step 7: Partner adds SD-WAN service to the customer

The Partner navigates to Customer Dashboard, selects the customer, clicks on the three dots, and clicks Add Service.

Partner selects SD-WAN Orchestrator from a list of the Citrix Cloud services and clicks Continue.

A confirmation message indicates that an SD-WAN Orchestrator account has been provisioned successfully for the customer. Click Go back to Launchpad.

SD-WAN Orchestrator shows up in the list of the customer’s Citrix Cloud services available to be managed by the partner. Clicking on it redirects the admin to the customer’s SD-WAN Orchestrator account.

Partner’s dashboard on the Orchestrator reflects the customer added. Partner can click the customer tile to drill down into the customer’s network and manage it.

Step 8: Customer accesses SD-WAN orchestrator

At this point, the SD-WAN Orchestrator tile starts showing up on the customer’s Citrix Cloud home page, under My Services. Click Manage.

The customer can now access their SD-WAN Orchestrator Network Dashboard. That completes the onboarding process.