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.

    4. https://crm-t.advisorengine.com, https://crm-s.advisorengine.com, https://crm-r.advisorengine.com, https://crm-u.advisorengine.com, https://crm-k.advisorengine.com, https://crm-x.advisorengine.com, https://crm-y.advisorengine.com, https://crm-z.advisorengine.com

  4. Save your changes.

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

    • Related Articles

    • Citrix ShareFile: Setup and Use

      First Time Setup Alert! Before enabling this integration, you must: Contact Citrix to enable iFrame and xFrame. Set Citrix Security Permissions to add AE CRM as a Trusted domain. Citrix ShareFile integration must be enabled per User in AE CRM. Repeat ...

    • Managing Record Visibility and Security through Owner and Editor Groups

      Each Record in AdvisorEngine CRM is assigned an Owner Group and an Editor Group. These control who can view the Record and who can make changes to the Record, respectively. By default, all Records are assigned the Owner Group and Editor Group of ...

    • Managing Access to Areas of AdvisorEngine CRM (Feature Security)

      Feature Security allows the AdvisorEngine CRM firm Administrators to determine which areas and features each User Group has access to. Feature Security is access from Settings > Feature Security from the Site Navigation bar. The Feature Security is ...

    • Login Security

      Login Security allows the AdvisorEngine CRM Firm Administrator to set parameters for user login. To access Login Security, navigate to Settings > Login Security from the Site Nav bar. The following options may be customized: Use Challenge Questions: ...

    • AdvisorEngine CRM Security

      AdvisorEngine CRM data is safe and secure, protected behind enterprise firewalls and advanced security systems, while industry-standard SSL technology authenticates server connections and encrypts all session traffic. AdvisorEngine CRM hosting ...