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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 have one of the following:

  • Administrator— can have full permissions, including the ability to create, access, 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, assign companies and organizations.
  • Business users with limited access— business users from FortiCloud who have been granted limited access can only view companies 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 have one of the following:

  • Administrator— can have full permissions, including the ability to create, access, 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, assign companies and organizations.
  • Business users with limited access— business users from FortiCloud who have been granted limited access can only view companies 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