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2.1.0

Basic Setup

Basic Setup

This chapter provides the procedures for getting started with FortiCASB.

Introduction

FortiCASB account permissions can have one of three levels:

  • Administrator—Administrators have full permissions, including the ability to create/access/assign companies and organizations.
  • Business users with full access— Business users from Forticare who have been granted full access also have full permissions, including the ability to create/access/assign companies and organizations.
  • Business users with limited access— Business users from Forticare who have been granted limited access can only view companies they are a part of.

If you are an administrator, continue below.

If you are a business user with limited access, not an administrator in charge of setup or a user with full access, skip to Business User Login.

FortiCASB requires different setup procedures, depending on your organization's hierarchy and needs. A company with a branched hierarchy, such as a company with multiple branch offices or a compartmentalized organizational structure, will have different requirements than a company with only one unified office.

First Time Setup

To set up your FortiCASB for the first time, you or your organization must have the following in place:

  • A valid FortiCASB license. Contact your primary Fortinet Service Provider to obtain a license if you do not already have one.
  • An administrator with a Master FortiCare account to add your company, business units, and users in FortiCASB.

In accordance with European Union laws and regulations, all data that FortiCASB collected for European Union (EU) companies must be located in the EU region. To accommodate for this, you can choose to host your CASB cloud service either on the Global site or the EU site.
  1. Open your web browser, and go to https://www.forticasb.com/
  2. Click Login.

    3. You will be redirected to the Fortinet single sign-on webpage.

  3. Log into your admin account, or create a new admin account if you do not already have one.
  4. Log into FortiCASB with your account.
  5. In FortiCASB account selection page, select an account. (if applicable)

You are now redirected to FortiCASB's company selection page. Proceed to Add Company to add company to the account.

If you have a pop-up blocker, it will block the FortiCASB GUI.

Set an exception for the FortiCASB GUI, or open the GUI manually.

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Basic Setup

This chapter provides the procedures for getting started with FortiCASB.

Introduction

FortiCASB account permissions can have one of three levels:

  • Administrator—Administrators have full permissions, including the ability to create/access/assign companies and organizations.
  • Business users with full access— Business users from Forticare who have been granted full access also have full permissions, including the ability to create/access/assign companies and organizations.
  • Business users with limited access— Business users from Forticare who have been granted limited access can only view companies they are a part of.

If you are an administrator, continue below.

If you are a business user with limited access, not an administrator in charge of setup or a user with full access, skip to Business User Login.

FortiCASB requires different setup procedures, depending on your organization's hierarchy and needs. A company with a branched hierarchy, such as a company with multiple branch offices or a compartmentalized organizational structure, will have different requirements than a company with only one unified office.

First Time Setup

To set up your FortiCASB for the first time, you or your organization must have the following in place:

  • A valid FortiCASB license. Contact your primary Fortinet Service Provider to obtain a license if you do not already have one.
  • An administrator with a Master FortiCare account to add your company, business units, and users in FortiCASB.

In accordance with European Union laws and regulations, all data that FortiCASB collected for European Union (EU) companies must be located in the EU region. To accommodate for this, you can choose to host your CASB cloud service either on the Global site or the EU site.
  1. Open your web browser, and go to https://www.forticasb.com/
  2. Click Login.

    3. You will be redirected to the Fortinet single sign-on webpage.

  3. Log into your admin account, or create a new admin account if you do not already have one.
  4. Log into FortiCASB with your account.
  5. In FortiCASB account selection page, select an account. (if applicable)

You are now redirected to FortiCASB's company selection page. Proceed to Add Company to add company to the account.

If you have a pop-up blocker, it will block the FortiCASB GUI.

Set an exception for the FortiCASB GUI, or open the GUI manually.

Previous
Next