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 Primary FortiCloud 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.

First Time Setup Steps

In the first time setup, a default company and business unit will be created using your admin account.

1. Go to https://www.forticasb.com/.
2. Click Login. You will be redirected to the Fortinet single sign-on webpage.
3. Log into FortiCASB with your admin account, or create a new admin account if you do not already have one.
4. If applicable, in FortiCASB account selection page, select an account.
5. A popup prompts you to create a company, enter a company name and description.
6. Click Add Company to finish creating a company.



7. After the default Company is created, a default Business Unit needs to be created. (Important)

In the Company page, click Set as Default to make the first business unit as default.



8. Click Go to this BU to verify that the default Business Unit is created successfully.

After the default company and business unit are created, proceed to Add a Business Units to create additional business unit(s).

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.