Adding a customer account (Partners only)

Partners can configure access to their customer’s tenants so that they can log in from their own Partner tenant in order to manage their customer’s tenants. This requires the Customer grant access to the Partner for these purposes.

To add a customer account:

1. Go to Account Management. In the bottom half of the screen, select Add new Account.

   

2. In the Add New Customer dialog, enter the email for the customer’s FortiCare Support account and select Add.

   

   You will see an entry for the Customer which includes details for the request:

   • Email

   • Account Number

   • Status (Pending until the customer accepts the invite that was sent to them).

   • The Action / Log In button (grayed out until the customer accepts the invite).

   Customers can also delete these entries should the Partner relationship change.

3. The Customer will receive an email with the invitation where they can choose to Accept and Login.

   

4. The Customer then logs in to the account when prompted. Once successfully logged in, they will receive a notification that they have accepted the request.

   

5. The Partner will now also be able to log in to the Customer tenant from the Account Management page.

   

Customers can only provide access to a single Partner account. If an attempt to add a second account occurs, an error will be presented: The associated account is already linked to another tenant.