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Creating an organization

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Creating an organization

When you create an Organization your account becomes the Root Account for the organization. Users with the proper permissions can add Organizational Units (OU) and invite members to join the organization.

Note

The Organization Portal must first be enabled by the Master User. See Enabling Organizations in the Identity & Access Management (IAM) Guide.

To create an organization:
  1. In the Organization Portal (https://support.fortinet.com/organizations/), click Create Organization.

    The Master Account page opens.

  2. Click Next. The Set up Organization page opens.
  3. Set up your organization.

    Input Organization InfoSelect this option to create your organization with the GUI.
    Upload Organization StructureSelect this option to create the organization and Organizational Units with an Excel sheet. See To create an organization with the Bulk Import template.
    Organization NameEnter a name for the organization.

    Description

    Enter a brief description of the organization.

  4. Click Create Organization. The Complete page opens.
  5. Click Close & Go To General. The General page opens.
To create an organization with the Bulk Import template:
  1. On the Set up Organization page, click Upload Organization Structure.

  2. Download the Bulk Import template.
  3. Use the template instructions to enter the OU information and create the organization hierarchy.
  4. After you have completed the template, click Organization Structure File Upload, and upload the file.
  5. Click Confirm.

Creating an organization

When you create an Organization your account becomes the Root Account for the organization. Users with the proper permissions can add Organizational Units (OU) and invite members to join the organization.

Note

The Organization Portal must first be enabled by the Master User. See Enabling Organizations in the Identity & Access Management (IAM) Guide.

To create an organization:
  1. In the Organization Portal (https://support.fortinet.com/organizations/), click Create Organization.

    The Master Account page opens.

  2. Click Next. The Set up Organization page opens.
  3. Set up your organization.

    Input Organization InfoSelect this option to create your organization with the GUI.
    Upload Organization StructureSelect this option to create the organization and Organizational Units with an Excel sheet. See To create an organization with the Bulk Import template.
    Organization NameEnter a name for the organization.

    Description

    Enter a brief description of the organization.

  4. Click Create Organization. The Complete page opens.
  5. Click Close & Go To General. The General page opens.
To create an organization with the Bulk Import template:
  1. On the Set up Organization page, click Upload Organization Structure.

  2. Download the Bulk Import template.
  3. Use the template instructions to enter the OU information and create the organization hierarchy.
  4. After you have completed the template, click Organization Structure File Upload, and upload the file.
  5. Click Confirm.