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User Guide

Creating an Organization

Creating an Organization

When you create an Organization your account becomes the Root Account for the organization.

Perform the following steps, to create an organization.

  1. Ensure that you have enabled Organization Portal in your FortiCloud account. See Enabling Organization Portal.

  2. In the Organization Portal, click Create Organization. The Master Account page opens.

  3. Click Next. The Set up Organization page opens.

  4. Provide the required information:

    Input Organization Info Select this option to create your organization with the GUI.
    Upload Organization Structure Select this option to create the organization and Organizational Units with an Excel sheet. See To create an organization with the Bulk Import template.
    Organization Name Enter a name for the organization.

    Description

    Enter a brief description of the organization.

  5. Click Create Organization. The Complete page opens.

  6. Click Close & Go To General. The General page opens.

    For more information on Organizations, see FortiCloud Services > Organization Portal.

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

Creating an Organization

When you create an Organization your account becomes the Root Account for the organization.

Perform the following steps, to create an organization.

  1. Ensure that you have enabled Organization Portal in your FortiCloud account. See Enabling Organization Portal.

  2. In the Organization Portal, click Create Organization. The Master Account page opens.

  3. Click Next. The Set up Organization page opens.

  4. Provide the required information:

    Input Organization Info Select this option to create your organization with the GUI.
    Upload Organization Structure Select this option to create the organization and Organizational Units with an Excel sheet. See To create an organization with the Bulk Import template.
    Organization Name Enter a name for the organization.

    Description

    Enter a brief description of the organization.

  5. Click Create Organization. The Complete page opens.

  6. Click Close & Go To General. The General page opens.

    For more information on Organizations, see FortiCloud Services > Organization Portal.

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.