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24.2.0

Creating new Member Accounts

Creating new Member Accounts

New Member Accounts can be created directly within the Root account Organization or a SubOU without an invitation token.

The new Member Account can be linked to a real email address or a new dummy email address generated at the same time as the Member Account. If you use a real email address, a notification email will be sent to the address and authentication is required. If you use a dummy email address, you cannot perform the features of a Master Account, such as resetting the password. However, the dummy account can still perform standard tasks, such as moving assets.

Note

A new Member Account cannot be created if the Root account's FortiCloud Premium contract is expired. See Prerequisites.

To create a Member Account:
  1. Select the Organization or SubOU that you want to add the Member Account to.

    Note

    The Organization level that you can select and add a Member Account to is dependent on your permission scope. See Permission scope with Organizations in the Identity & Access Management (IAM) guide.

  2. Click New Member Account. The New Member Account dialog is displayed.

  3. Define the Member Account's email status:

    • Select I want to use a real email to input an existing email address. Fields are displayed to enter the email address.

    • Leave I want to us a real email unselected to have a dummy email address created for the Member Account.

  4. Select the SubOU that you want the Member Account to be linked to from the Choose an OU dropdown menu.

  5. Configure the New Member Account dialog fields as required.

  6. Click Submit.

  7. If the Organization Portal detects a more accurate match for the inputted address, a dialog is displayed.

    • Select Use the suggested address and continue to next step to replace the inputted address with the suggested address.

    • Select Use the address you entered as is and continue to next step to use the inputted address.

    • Select Go back and edit the address manually to edit the inputted address.

  8. Click Continue.

  9. If the inputted address is detected as incomplete or incorrect, a warning message is displayed.

    • Select to continue with the inputted address to ignore the message.

    • Select to return to the previous step and edit the inputted address.

  10. Click Continue. A confirmation message is displayed.

Creating new Member Accounts

New Member Accounts can be created directly within the Root account Organization or a SubOU without an invitation token.

The new Member Account can be linked to a real email address or a new dummy email address generated at the same time as the Member Account. If you use a real email address, a notification email will be sent to the address and authentication is required. If you use a dummy email address, you cannot perform the features of a Master Account, such as resetting the password. However, the dummy account can still perform standard tasks, such as moving assets.

Note

A new Member Account cannot be created if the Root account's FortiCloud Premium contract is expired. See Prerequisites.

To create a Member Account:
  1. Select the Organization or SubOU that you want to add the Member Account to.

    Note

    The Organization level that you can select and add a Member Account to is dependent on your permission scope. See Permission scope with Organizations in the Identity & Access Management (IAM) guide.

  2. Click New Member Account. The New Member Account dialog is displayed.

  3. Define the Member Account's email status:

    • Select I want to use a real email to input an existing email address. Fields are displayed to enter the email address.

    • Leave I want to us a real email unselected to have a dummy email address created for the Member Account.

  4. Select the SubOU that you want the Member Account to be linked to from the Choose an OU dropdown menu.

  5. Configure the New Member Account dialog fields as required.

  6. Click Submit.

  7. If the Organization Portal detects a more accurate match for the inputted address, a dialog is displayed.

    • Select Use the suggested address and continue to next step to replace the inputted address with the suggested address.

    • Select Use the address you entered as is and continue to next step to use the inputted address.

    • Select Go back and edit the address manually to edit the inputted address.

  8. Click Continue.

  9. If the inputted address is detected as incomplete or incorrect, a warning message is displayed.

    • Select to continue with the inputted address to ignore the message.

    • Select to return to the previous step and edit the inputted address.

  10. Click Continue. A confirmation message is displayed.