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Administration Guide

Users

Users

View organization user information, add, edit, or delete organization users, and, if enabled, configure trusted hosts (See Trusted Hosts ).

The table displays the following information about the local administrative users configured for this organization:

  • Name: The user's username. Automatically set to the user's email address.

  • First Name: The user's first name.

  • Last Name. The user's last name.

  • Email: The user's email address.

  • Status: The user's status, either Active or Inactive.

  • Profile: The permissions profile assigned to the user.

  • User Type: The type of user, Local or Remote.

  • Two-Factor: Displays whether two-factor authentication is disabled or enabled for this user.

These users are local. The described commands are available only when Authentication Access is set to Local in System > Settings > Authentication .

To configure users for an organization:
  1. In the Users tab:

    1. Click Create to create a new user.

    2. Select a user and click Edit to edit the user.

      When editing a user, the fields are same as those that appear when creating a user.

  2. Enter or update the following information:

    Field

    Required

    Description

    First Name

    Y

    Enter the first name of the user.

    Last Name

    Y

    Enter the last name of the user.

    Email

    Y

    Enter the email address of the user.

    Password

    Y

    Enter a password for the user.

    The password must meet the requirements set by the password policy.

    Confirm Password

    Y

    Confirm the entered password.

    Enable Password Policy

    N

    Enable or disable a password policy for this user.

    If enabled:

    • In Must Contain, select the following types of characters that the password must contain:

      • Uppercase Letters
      • Lowercase Letters

      • Numbers (0-9)

      • Special Characters

    • In Minimum Length, enter the minimum number of characters a password must contain.

    This field is only available when creating a new user.

    Contact Information

    Address 1

    N

    Enter the address of the user.

    Address 2

    N

    Use this field to continue the address.

    City

    N

    Enter the city name.

    State

    N

    Enter the state or province name.

    Country

    N

    Enter the country name.

    Zip

    N

    Enter the postal code.

    Phone

    N

    Enter the phone number.

    Fax

    N

    Enter the fax number.

    Profile

    Y

    From the dropdown, select a profile. See Profiles.

    Sites

    Y

    From the dropdown, select one or more sites.

    Active

    N

    Set the user status as active or inactive.

    Enable Two-factor Authentication

    N

    Enable or disable two-factor authentication.

  3. Click Save.

To delete users, select users and click Delete.

Trusted Hosts

If you have enabled the Trusted Host option for this organization in General, the system creates an allowlist of trusted hosts for each user.

To create or edit trusted hosts:
  1. In the Users tab, select a user and click Trusted Hosts.

    The Trusted Hosts window opens that displays a list of trusted hosts for the user.

  2. Click Create or select a host and click Edit.

  3. Enter the following information:

    Field

    Required

    Description

    Type

    Y

    Select IPv4 or IPv6.

    IP Start

    Y

    Enter the start address for the range covered by this entry.

    Mask

    Y

    If Type is set to IPv4, define the range of IP addresses covered by this entry.

    Prefix

    Y

    If Type is set to IPv6, define the range of IP addresses covered by this entry.

  4. Click Save.

Users

View organization user information, add, edit, or delete organization users, and, if enabled, configure trusted hosts (See Trusted Hosts ).

The table displays the following information about the local administrative users configured for this organization:

  • Name: The user's username. Automatically set to the user's email address.

  • First Name: The user's first name.

  • Last Name. The user's last name.

  • Email: The user's email address.

  • Status: The user's status, either Active or Inactive.

  • Profile: The permissions profile assigned to the user.

  • User Type: The type of user, Local or Remote.

  • Two-Factor: Displays whether two-factor authentication is disabled or enabled for this user.

These users are local. The described commands are available only when Authentication Access is set to Local in System > Settings > Authentication .

To configure users for an organization:
  1. In the Users tab:

    1. Click Create to create a new user.

    2. Select a user and click Edit to edit the user.

      When editing a user, the fields are same as those that appear when creating a user.

  2. Enter or update the following information:

    Field

    Required

    Description

    First Name

    Y

    Enter the first name of the user.

    Last Name

    Y

    Enter the last name of the user.

    Email

    Y

    Enter the email address of the user.

    Password

    Y

    Enter a password for the user.

    The password must meet the requirements set by the password policy.

    Confirm Password

    Y

    Confirm the entered password.

    Enable Password Policy

    N

    Enable or disable a password policy for this user.

    If enabled:

    • In Must Contain, select the following types of characters that the password must contain:

      • Uppercase Letters
      • Lowercase Letters

      • Numbers (0-9)

      • Special Characters

    • In Minimum Length, enter the minimum number of characters a password must contain.

    This field is only available when creating a new user.

    Contact Information

    Address 1

    N

    Enter the address of the user.

    Address 2

    N

    Use this field to continue the address.

    City

    N

    Enter the city name.

    State

    N

    Enter the state or province name.

    Country

    N

    Enter the country name.

    Zip

    N

    Enter the postal code.

    Phone

    N

    Enter the phone number.

    Fax

    N

    Enter the fax number.

    Profile

    Y

    From the dropdown, select a profile. See Profiles.

    Sites

    Y

    From the dropdown, select one or more sites.

    Active

    N

    Set the user status as active or inactive.

    Enable Two-factor Authentication

    N

    Enable or disable two-factor authentication.

  3. Click Save.

To delete users, select users and click Delete.

Trusted Hosts

If you have enabled the Trusted Host option for this organization in General, the system creates an allowlist of trusted hosts for each user.

To create or edit trusted hosts:
  1. In the Users tab, select a user and click Trusted Hosts.

    The Trusted Hosts window opens that displays a list of trusted hosts for the user.

  2. Click Create or select a host and click Edit.

  3. Enter the following information:

    Field

    Required

    Description

    Type

    Y

    Select IPv4 or IPv6.

    IP Start

    Y

    Enter the start address for the range covered by this entry.

    Mask

    Y

    If Type is set to IPv4, define the range of IP addresses covered by this entry.

    Prefix

    Y

    If Type is set to IPv6, define the range of IP addresses covered by this entry.

  4. Click Save.