Company Management

Company system configuration, business unit and user management of FortiCASB.

In Company, these are the key functionality of Company management:

• View License Purchased
• Data Protection Usage
• Company and Business Unit Configuration
• User Management
• Microsoft Entra ID AU (Administrative Unit) Management
• Generate and Manage API Credentials

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.