Manage administrator access to Citrix Cloud 编辑

Manage administrator access to Citrix Cloud

Administrators are managed from the Citrix Cloud console. Depending on the identity provider you use to authenticate administrators, you can add administrators individually or using groups.

All administrators are required to use tokens as a second factor of authentication when signing in to Citrix Cloud. After you add an administrator, they can enroll their device in multifactor authentication and generate tokens using any app that follows the Time-Based One-Time Password standard, such as Citrix SSO.

Tip:

The “Citrix Cloud Platform” module, included in the Fundamentals of Citrix Cloud course, provides short videos that walk you through administering Citrix Cloud and services. The full course also gives you a firm foundation for understanding Citrix Cloud, its benefits for your organization, and important use cases that Citrix Cloud services address.

Add new administrators

Citrix Cloud supports the following identity providers for authenticating administrators:

  • Citrix identity provider: The default identity provider in Citrix Cloud. Supports adding individual administrators only.
  • Azure AD: Supports adding administrators individually and through AAD groups. Administrators in AAD groups are limited to accessing Citrix DaaS only. For more information, see Manage administrator groups.
  • SAML 2.0: Supports adding administrators through AD groups only. For more information, see Connect SAML as an identity provider to Citrix Cloud

Adding new administrators uses the following workflow:

  1. Select the identity provider that you want to use for authenticating administrators.
  2. Depending on the identity provider, invite individual administrators or select the groups that the administrators belong to.
  3. Specify the access permissions that align with the administrators’ roles in your organization. For more information, see Modify administrator permissions in this article.

Invite individual administrators

Adding individual administrators involves inviting them to join your Citrix Cloud account. When you add an administrator, Citrix sends them an invitation email. Before the administrator can sign in, they must accept the invitation. Administrators that you add through groups don’t receive invitations and can sign in immediately after you add them.

Invitation emails are sent from cloud@citrix.com and explain how to access the account. The invitation is valid for five consecutive days from the day you send it. After five days have elapsed, the invitation link expires. If the invited administrator uses the expired link, Citrix Cloud displays a message indicating the link is not valid.

Link not valid message

Citrix Cloud also displays the status of the invitation so you can see whether the administrator accepted it and signed in to Citrix Cloud.

Citrix Cloud console with Status column highlighted

To invite an administrator

  1. Sign in to Citrix Cloud and then select Identity and Access Management from the menu.

    Citrix Cloud console with Identity and Access Management menu option selected

  2. On the Identity and Access Management page, select Administrators. The console shows all the current administrators in the account.

    Identity and Access Management page with Administrators tab selected

  3. Select Add administrator/group.
  4. In Administrator details, select the identity provider you want to use. If using Azure AD, Citrix Cloud might prompt you to sign in first.
  5. If Citrix Identity is selected, enter the user’s email address and then select Next.
  6. If Azure Active Directory is selected, type the name of the user you want to add and then click Next. Inviting AAD guest users is not supported.
  7. In Set access, configure the appropriate permissions for the administrator. Full access (selected by default) allows control of all Citrix Cloud functions and subscribed services. Custom access allows control of the functions and services that you select.
  8. Review the administrator details. Select Back to make any changes.
  9. Select Send invitation. Citrix Cloud sends an invitation to the user you specified and adds the administrator to the list.

Resend an invitation

To resend the invitation, select Resend Invite Email from the ellipsis menu at the far-right of the console. Resending an invitation doesn’t affect the five-day time limit before the invitation expires.

Citrix Cloud console with Resend Invite Email highlighted

Resend an invitation with a new sign-in link

If the original invitation email expires and you want to send a new one to the administrator, delete the administrator from Citrix Cloud and then invite them again.

Accept an administrator invitation

If you are invited to a Citrix Cloud account, Citrix sends you an email that includes the organization ID and the customer name of the account.

To accept the invitation, click Sign In. Afterwards, a browser window opens. If you don’t already have a Citrix Cloud account, the browser displays a page where you can create your password. If you already have an account, Citrix Cloud prompts you to use your existing password to sign in.

Add administrator groups

You can add administrators using AD groups (for SAML authentication) or Azure AD groups (for Azure AD authentication). For more information, see Manage administrator groups.

Change an administrator’s email address

To change an administrator’s email address for Citrix Cloud, Citrix recommends the following steps:

  1. Create a new administrator account with the new email address in your AD.
  2. Add the new account to Citrix Cloud as described in To invite an administrator in this article.

If you remove the administrator from Citrix Cloud and change the email address in your AD, you must also use the following steps:

  1. Open a support ticket with Citrix Technical Support and request that the existing principal be removed manually.
  2. In the ticket details, include the old email address or the administrator account’s OID.
  3. After the existing principal has been removed, add the administrator account to Citrix Cloud as described in To invite an administrator in this article.

If the existing principal for the administrator account isn’t removed, the administrator experiences an error when signing in to Citrix Cloud with the new email address.

For more information, see CTX463477 in the Citrix Support Knowledge Center.

Modify administrator permissions

When you add administrators to your Citrix Cloud account, you define the administrator permissions that are appropriate for their role in your organization. By default, new administrators are assigned full access permissions to all Citrix Cloud account functions and available services. If you want to limit access to certain areas of the management console or specific services, you can define custom access permissions.

Only Citrix Cloud administrators with full access can define permissions for other administrators.

To change existing administrator permissions:

  1. Sign in to Citrix Cloud at https://citrix.cloud.com.
  2. From the Citrix Cloud menu, select Identity and Access Management and then select Administrators.
  3. Select the identity provider you want to manage: Citrix Identity (default), Active Directory (if using SAML as your identity provider) or Azure AD (if connected).
  4. Locate the administrator or group you want to manage, click the ellipsis button, and select Edit access. Citrix Cloud administrators list with Edit Access menu option highlighted
  5. To allow or disallow specific permissions, select Custom access. To allow access to all Citrix Cloud functions, select Full access.
  6. To locate service permissions quickly, start typing in the search box. Citrix Cloud displays matching permissions as you type. For example, if you start typing “read only,” permissions with “read only” in the title are displayed. Searching permissions is case-insensitive.
  7. To define custom access permissions for the Citrix Cloud management console, expand General. Citrix Cloud access permissions with Custom access highlighted
  8. To define custom access permissions for a specific service, expand the service.
  9. For each permission, select or clear the check mark as needed.
  10. Select Save.

Console permissions

Use the following permissions to define custom access to the Citrix Cloud management console:

  • Customer Dashboard (View Only): For Citrix Service Providers (CSPs) only. Grants view access to the Customer Dashboard.
  • Domains: Grants access to the Identity and Access Management > Domains tab. Administrators can add an Active Directory domain by downloading the Citrix Cloud Connector software from this tab and installing it on a server in the domain.
  • Library: Grants access to the Library console page. Depending on the services that administrators have permission to access, administrators can assign to users to delivery groups for Citrix DaaS, add Intune managed apps from Endpoint Management, or allow read-only administrators to view app details for Secure Private Access.
  • Licensing: Grants access to the Cloud Services and Licensed Deployments tabs of the Licensing console page.
  • Notifications: Grants access to the Notifications console page. Administrators can view and dismiss Citrix Cloud notifications.
  • Resource Locations: Grants access to the Resource Locations console page. Administrators can add new resource locations and add FAS servers for Citrix Workspace single sign-on. They can also add connectors and manage connector updates.
  • Secure Client: Grants access to the Identity and Access Management > API Access > Secure Clients tab. Administrators can create and manage their own secure clients for use with Citrix Cloud APIs. This permission doesn’t include access to the Identity and Access Management > API Access > Product Registrations tab. Only full access administrators can access the Product Registrations tab.
  • System Log: Grant access to the System Log console page. Administrators can view system log events and export events to a CSV file.
  • Workspace Configuration: Grants access to the Workspace Configuration console page. Administrators can change authentication methods, customize workspace appearance and behavior, enable and disable services, and configure site aggregation. For more information, see the Citrix Workspace product documentation.

Note:

To prevent access to any page in the Citrix Cloud management console, ensure that all custom access permissions for that page aren’t selected. For example, to hide the Identity and Access Management page, clear the Domains and Secure Client permissions.

Change your device for multifactor authentication

If you lose your enrolled device, want to use a different device with Citrix Cloud, or reset your authenticator app, you can re-enroll in Citrix Cloud multifactor authentication (MFA).

Notes

  • Changing your device deletes the current device enrollment and generates a new authenticator app key.
  • If you are re-enrolling with the same authenticator app from your original enrollment, delete the Citrix Cloud entry from your authenticator app before you re-enroll. The codes displayed in this entry will no longer work after you complete re-enrollment. If you don’t delete this entry before or after re-enrollment, your authenticator app displays two Citrix Cloud entries with differing codes which can cause confusion when signing in to Citrix Cloud.
  • If you are re-enrolling with a new device and don’t have an authenticator app, download and install one from your device’s app store. For a smoother experience, Citrix recommends installing an authenticator app before you re-enroll your device.
  1. Sign in to Citrix Cloud and enter the code from your authenticator app. Verification form with Don't have your authenticator app highlighted

    If you don’t have your authenticator app, click Don’t have your authenticator app? and select a recovery method to help you sign in. Depending on the recovery method selected, enter the recovery code you received or an unused backup code and select Verify.

  2. If you are an administrator for multiple customer organizations, select any customer organization.
  3. From the top-right menu, select My Profile.

    Account menu with My Profile highlighted

  4. In Authenticator app, select Change device. Login security section with Change device highlighted
  5. When prompted to confirm changing your device, select Yes, change device.
  6. Verify your identity by entering a verification code from your authenticator app. If you don’t have an authenticator app, select Don’t have your authenticator app? and select a recovery method. Depending on the recovery method you select, enter the verification code or recovery code you receive or an unused backup code. Select Verify.
  7. If you are using the device you originally enrolled and your original authenticator app, delete the existing Citrix Cloud entry from your authenticator app.
  8. If you are enrolling a new device and don’t have an authenticator app, download one from your device’s app store.
  9. From your authenticator app, scan the QR code with your device or enter the key manually.
  10. Enter the 6-digit verification code from your authenticator app and select Verify code.

After you change your device, Citrix strongly recommends checking that the verification methods in your My Profile page are up-to-date.

Manage your verification methods

Important:

To ensure your Citrix Cloud account remains secure, keep your verification methods up-to-date with accurate information. If you lose access to your authenticator app, these verification methods are the only way you can recover access to your account.

Verification Methods section in My Profile console

Add or change your recovery email

  1. Sign in to Citrix Cloud and enter the code from your authenticator app.
  2. If you are an administrator for multiple customer organizations, select the customer organization from which you originally enrolled in MFA.
  3. From the top-right menu, select My Profile.
  4. Under Verification methods, in Recovery email, select Add recovery email if you haven’t yet added a recovery email address. If you’ve already added a recovery email address, select Change recovery email.
  5. Enter the new email address you want to use and then select Save.

Generate new backup codes

You can generate a new set of backup codes at any time. When you use backup codes, Citrix Cloud records the number that have been used in your My Profile page.

After you generate new backup codes, be sure to store them in a safe place.

  1. Sign in to Citrix Cloud and enter the code from your authenticator app.
  2. If you are an administrator for multiple customer organizations, select any customer organization.
  3. From the top-right menu, select My Profile.
  4. Under Verification methods, in Backup codes, select Generate new backup codes if you haven’t generated backup codes before. If you previously generated backup codes, select Replace backup codes.
  5. When prompted to replace your backup codes, select Yes, replace.
  6. Verify your identity by entering a verification code from your authenticator app. Citrix Cloud generates and displays a new set of backup codes.
  7. Select Download codes to download your new codes as a text file. Then, select I’ve saved these codes.
  8. Select Close.

Change your recovery phone number

  1. Sign in to Citrix Cloud and enter the code from your authenticator app.
  2. If you are an administrator for multiple customer organizations, select a customer organization from which you originally enrolled in MFA.
  3. From the top-right menu, select My Profile.
  4. Under Verification methods, in Recovery phone, select Change recovery phone.
  5. Enter the new phone number you want to use and then select Save.

Note:

You can modify the permissions of Citrix Endpoint Management (CEM) administrators only after the administrator has accepted an administrator invitation and clicked Manage on the CEM tile. Like all Citrix Cloud administrators, CEM administrators have Full access by default.

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