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Deployment Guide

Home FortiCASB 21.4.0 Deployment Guide
21.4.0
21.4.0

Basic setup

Basic setup

When you first log into FortiCASB, you are prompted to create a company, business unit(s), and users.

FortiCASB account permissions can one of the following levels:

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

If you are an administrator, continue to First time setup.

If you are a business user with limited access, not an administrator in charge of setup or a user with full access, skip to Switch between business units.

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.

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Basic setup

When you first log into FortiCASB, you are prompted to create a company, business unit(s), and users.

FortiCASB account permissions can one of the following levels:

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

If you are an administrator, continue to First time setup.

If you are a business user with limited access, not an administrator in charge of setup or a user with full access, skip to Switch between business units.

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.

Previous
Next