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Adding a secondary account

You can create a secondary account for FortiSOAR Cloud. A secondary account allows the Fortinet support team to troubleshoot the FortiSOAR Cloud deployment.

You can add a secondary account using IAM or FortiCare.

Adding a secondary account using IAM

  1. Login to https://support.fortinet.com/.
  2. Navigate to Services > IAM.
    IAM Portal
  3. On the IAM Portal, click Add IAM User.
    IAM Portal - Add User
  4. On the IAM User page, add details of the user to create a new IAM user, and then click Next.
    Adding details for the IAM User
  5. On the User Permissions page, assign the IAM user appropriate permissions. You can assign the following permissions to a user:
    1. Portal Permission: IAM, Asset Management, Forticare – Admin
    2. Cloud Management & Services:
      1. Add FortiSOAR as Service
      2. Specify Admin Permissions for a FortiSOAR Admin user access (Roles – Full App permissions, Security Admin, Application Admin)
      3. Specify Readonly/ReadWrite permissions for a normal FortiSOAR user access (Role – SOC Analyst)
        Assigning the IAM user appropriate permissions
  6. Click Next and then click Confirm to finish user creation process.
  7. On the Successful User Registration page, click Download to download the credentials of the created user in the CSV format.
    Downloading the created IAM user credentials
  8. Navigate to https://support.fortinet.com/.
  9. Click the Sign in as IAM User link.
    Signing in as an IAM user on FortiCloud
  10. Enter the CSV credentials that you had downloaded in step 7 and click Login.
    Logging into FortiCloud
  11. Once you have successfully logged in, select Services > FortiSOAR to start working in FortiSOAR Cloud.
    Select the FortiSOAR Service

Adding a secondary account using FortiCare

  1. Login to FortiCare.
  2. Click Manage User.
  3. Click the new user icon to add a new user.
    FortiCare - New User icon to add a new user
  4. When creating an account for the Fortinet support team, specify an email for the secondary account, and select Full Access or Limit Access.
    A user with 'Full Access' has the same access level as a primary account user. A user with 'Limited Access' can only manage the assigned product serial number and will be unable to receive renewal notices or create additional secondary account users.
    FortiCare: Add User Form
  5. Log in to the personal FortiCare portal. In the FortiSOAR Cloud section, you will see an account listed as a secondary member.
  6. Click the entry to expand the view.
Note

A secondary account can access the portal thirty days after it expires.

To modify a secondary account:

Note

The new user must log in to FortiSOAR Cloud for the account to be displayed in the FortiSOAR instance. When a new user logs in to their account, they are automatically assigned Admin roles on FortiSOAR, if they are added as 'Full Access' user in FortiCare and are assigned the SOC Analyst role on FortiSOAR, if they are added as 'Limit Access' user in FortiCare.

After the user has logged in to the account, the primary user or a super user can modify the account.

  1. Log in to FortiCare.
  2. Click System Settings > Administrators.
  3. Edit the 'administrator', and assign a different profile.

Adding a secondary account

You can create a secondary account for FortiSOAR Cloud. A secondary account allows the Fortinet support team to troubleshoot the FortiSOAR Cloud deployment.

You can add a secondary account using IAM or FortiCare.

Adding a secondary account using IAM

  1. Login to https://support.fortinet.com/.
  2. Navigate to Services > IAM.
    IAM Portal
  3. On the IAM Portal, click Add IAM User.
    IAM Portal - Add User
  4. On the IAM User page, add details of the user to create a new IAM user, and then click Next.
    Adding details for the IAM User
  5. On the User Permissions page, assign the IAM user appropriate permissions. You can assign the following permissions to a user:
    1. Portal Permission: IAM, Asset Management, Forticare – Admin
    2. Cloud Management & Services:
      1. Add FortiSOAR as Service
      2. Specify Admin Permissions for a FortiSOAR Admin user access (Roles – Full App permissions, Security Admin, Application Admin)
      3. Specify Readonly/ReadWrite permissions for a normal FortiSOAR user access (Role – SOC Analyst)
        Assigning the IAM user appropriate permissions
  6. Click Next and then click Confirm to finish user creation process.
  7. On the Successful User Registration page, click Download to download the credentials of the created user in the CSV format.
    Downloading the created IAM user credentials
  8. Navigate to https://support.fortinet.com/.
  9. Click the Sign in as IAM User link.
    Signing in as an IAM user on FortiCloud
  10. Enter the CSV credentials that you had downloaded in step 7 and click Login.
    Logging into FortiCloud
  11. Once you have successfully logged in, select Services > FortiSOAR to start working in FortiSOAR Cloud.
    Select the FortiSOAR Service

Adding a secondary account using FortiCare

  1. Login to FortiCare.
  2. Click Manage User.
  3. Click the new user icon to add a new user.
    FortiCare - New User icon to add a new user
  4. When creating an account for the Fortinet support team, specify an email for the secondary account, and select Full Access or Limit Access.
    A user with 'Full Access' has the same access level as a primary account user. A user with 'Limited Access' can only manage the assigned product serial number and will be unable to receive renewal notices or create additional secondary account users.
    FortiCare: Add User Form
  5. Log in to the personal FortiCare portal. In the FortiSOAR Cloud section, you will see an account listed as a secondary member.
  6. Click the entry to expand the view.
Note

A secondary account can access the portal thirty days after it expires.

To modify a secondary account:

Note

The new user must log in to FortiSOAR Cloud for the account to be displayed in the FortiSOAR instance. When a new user logs in to their account, they are automatically assigned Admin roles on FortiSOAR, if they are added as 'Full Access' user in FortiCare and are assigned the SOC Analyst role on FortiSOAR, if they are added as 'Limit Access' user in FortiCare.

After the user has logged in to the account, the primary user or a super user can modify the account.

  1. Log in to FortiCare.
  2. Click System Settings > Administrators.
  3. Edit the 'administrator', and assign a different profile.