Citrix ShareFile: Setting Citrix Security Permissions

Citrix ShareFile: Setting Citrix Security Permissions

For the Citrix ShareFile integration to be available in AdvisorEngine CRM, you must configure ShareFile to accept AE CRM as a Trusted domain. Because the url for AE CRM varies, there is a list of domains (below) that must be added.

Setting AE CRM as a Trusted Domain

  1. In Citrix ShareFile Settings, navigate to Admin Settings > Security > Login & Security Policy.
  2. In the Trusted Domains box, remove any existing AE CRM-related domains.
  3. Copy and paste the following list into the Trusted Domains box. If you have other domains listed, ensure that a single comma and space separate the end of your current list and the beginning of the AE CRM list.

  5. Save your changes.

It may take five to ten minutes for this setting change to take effect.

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