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User Guide

Adding users

Adding users

Administrators can add new user accounts. Before you add new users, define access templates to select in the user accounts. See Access templates.

You can add new user accounts using either email addresses, Identity and Access Management (IAM), or identity provider (IdP) details.

To add a user account using email:
  1. Access Profile Settings, and click the Users page. The users are displayed.
  2. Click the Add User button. The User Info page is displayed.
  3. Enable Email toggle and complete the following options, and click Next.

    Name

    Type a name for the user.

    Mobile

    Type the mobile phone number for the user.

    API Key

    Displays the automatically generated API key for the user.

    Email

    Type the email address, and select the domain for the user.

    Role

    Select one of the following roles:

    • User: gives the user access to the modules defined to their account.
    • Guest: gives the user read-only access to the modules defined to their account.
    • Admin: gives the user access to the modules defined to their account and administrative access over other accounts.
    The Permissions page is displayed
  4. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
  5. Click Save. The user is created.
To add an IAM user:
  1. Access Profile Settings, and click the Users page. The users are displayed.
  2. Click the Add User button. The User Info page is displayed.
  3. Select IAM and complete the following options, and click Next. IAM user must be created in support.forticloud.com. See Adding IAM Users.
  4. IAM User Name

    Enter the configured IAM user name.

    IAM Accountid

    Enter IAM account id.

    Name

    Type a name for the user.

    Mobile

    Type the mobile phone number for the user.

    API Key

    Displays the automatically generated API key for the user.

    Email

    Type the email address, and select the domain for the user.

    Role

    Select one of the following roles:

    • User: gives the user access to the modules defined to their account.
    • Guest: gives the user read-only access to the modules defined to their account.
    • Admin: gives the user access to the modules defined to their account and administrative access over other accounts.
    The Permissions page is displayed
  5. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
  6. Click Save. The user is created.
To add an IdP user:
  1. Access Profile Settings, and click the Users page. The users are displayed.
  2. Click the Add User button. The User Info page is displayed.
  3. Select IDP and enter the following details, and click Next. External IdP must be configured and IdP user must be created in support.forticloud.com. See Configuring External IdP.
  4. IDP User Name

    Enter the configured IDP user name.

    IDP Accountid

    Enter IDP account id.

    IDP Name

    Enter the configured identity provider name.

    IDP User Role

    Enter the configured IdP user role.

    Name

    Type a name for the user.

    Mobile

    Type the mobile phone number for the user.

    API Key

    Displays the automatically generated API key for the user.

    Email

    Type the email address, and select the domain for the user.

    Role

    Select one of the following roles:

    • User: gives the user access to the modules defined to their account.
    The Permissions page is displayed
  5. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
  6. Click Save. The user is created.

Adding users

Adding users

Administrators can add new user accounts. Before you add new users, define access templates to select in the user accounts. See Access templates.

You can add new user accounts using either email addresses, Identity and Access Management (IAM), or identity provider (IdP) details.

To add a user account using email:
  1. Access Profile Settings, and click the Users page. The users are displayed.
  2. Click the Add User button. The User Info page is displayed.
  3. Enable Email toggle and complete the following options, and click Next.

    Name

    Type a name for the user.

    Mobile

    Type the mobile phone number for the user.

    API Key

    Displays the automatically generated API key for the user.

    Email

    Type the email address, and select the domain for the user.

    Role

    Select one of the following roles:

    • User: gives the user access to the modules defined to their account.
    • Guest: gives the user read-only access to the modules defined to their account.
    • Admin: gives the user access to the modules defined to their account and administrative access over other accounts.
    The Permissions page is displayed
  4. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
  5. Click Save. The user is created.
To add an IAM user:
  1. Access Profile Settings, and click the Users page. The users are displayed.
  2. Click the Add User button. The User Info page is displayed.
  3. Select IAM and complete the following options, and click Next. IAM user must be created in support.forticloud.com. See Adding IAM Users.
  4. IAM User Name

    Enter the configured IAM user name.

    IAM Accountid

    Enter IAM account id.

    Name

    Type a name for the user.

    Mobile

    Type the mobile phone number for the user.

    API Key

    Displays the automatically generated API key for the user.

    Email

    Type the email address, and select the domain for the user.

    Role

    Select one of the following roles:

    • User: gives the user access to the modules defined to their account.
    • Guest: gives the user read-only access to the modules defined to their account.
    • Admin: gives the user access to the modules defined to their account and administrative access over other accounts.
    The Permissions page is displayed
  5. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
  6. Click Save. The user is created.
To add an IdP user:
  1. Access Profile Settings, and click the Users page. The users are displayed.
  2. Click the Add User button. The User Info page is displayed.
  3. Select IDP and enter the following details, and click Next. External IdP must be configured and IdP user must be created in support.forticloud.com. See Configuring External IdP.
  4. IDP User Name

    Enter the configured IDP user name.

    IDP Accountid

    Enter IDP account id.

    IDP Name

    Enter the configured identity provider name.

    IDP User Role

    Enter the configured IdP user role.

    Name

    Type a name for the user.

    Mobile

    Type the mobile phone number for the user.

    API Key

    Displays the automatically generated API key for the user.

    Email

    Type the email address, and select the domain for the user.

    Role

    Select one of the following roles:

    • User: gives the user access to the modules defined to their account.
    The Permissions page is displayed
  5. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
  6. Click Save. The user is created.