Account management - Customer Account Management
If you log in to the service as the Tenant Administrator (the initial FortiCloud used to initialize the service and input the licenses), there are two tabs available:
Other sub-admins created in the Admin Access section will not see this tab. Only the Tenant Administrator can see the Admin Access section.
Account Summary
There are three main sections of Account Summary:
Fortinet contracts
This section provides the Customer or Partner with:
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Subscription Type (Free, Standard, or Premium): This section dictates which services are included with their purchase. It also includes information on the start and end dates of the contract.
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Total Number of Users: This shows the total number of licenses purchased as well as how many licenses are currently in use.
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Add On (if applicable): Displays custom-branding Add On if purchased and entered in to the corresponding FortiCloud/FortiCare master support account. You can view details by logging into https://support.fortinet.com and selecting Account Services. Then, select your Security Awareness and Training Service entry.
Contract details
This section includes an audit of the contracts that have been purchased by the customer. It includes the following information:
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Service Type: Free, Standard, or Premium.
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Description: Support information, number of users, and modules included.
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Contract Number: The number of the contract the service was purchased under.
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Start Date: The date the service was purchased and is active from.
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End Date: The date the service expires.
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Users: The number of licenses purchased.
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Status: The current status of each contract (Valid, Pending, or Expired)
Customer account management
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This section is available for Partners only. |
This section includes information on each account and allows Administrators to Activate Service and Log in. It includes the following information:
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Email of the Administrator
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Account Number
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Service Status
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Pending: An invitation has been sent to the customer to log in to the new tenant.
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Completed: The customer has received the invitation and logged in to the new tenant.
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Action (Log in): Allows the Partner tenant administrator to access the customer sub account using the denoted tenant administrator account.
You can also disassociate the authorized customer account by selecting the Delete Account link:
Admin Access
The Admin Access tab on the Account Management page allows the Tenant Administrator to create additional Administrators on the Fortinet Inc. Security Awareness and Training Service platform.
Currently, these sub-admins have full access to the Admin functionality of the service with two exceptions:
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It does not allow them access to the FortiPhish service pages or configuration from the Dashboard page. This information can only be accessed if the sub-admin creates their own FortiCloud account and the Tenant Administrator FortiCloud grants them access through the Manager User functionality in FortiCloud.
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It does not allow them access to download assets from the Assets navigation menu item. This information can only be accessed if the sub-admin creates their own FortiCloud account and the Tenant Administrator FortiCloud grants them access through the Manager User functionality in FortiCloud.
To add additional administrators (sub-admins):
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Go to Account Management.
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Click Admin Access.
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Click Assign Admins and enter the name of one of the users that has been uploaded into the service.
Only users that have been added to the service can be assigned administrative access.
The user will now have the Launch Admin Portal button on their Learner Experience page.
To return to the Learner Experience page after accessing the Admin Portal, the user can select Visit Learner Experience Page from the avatar dropdown menu.
To delete additional administrators (sub-admins):
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Go to Account Management.
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Click Admin Access.
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Select Delete for the user whose administrative access you want to rescind.
Users who have been granted Admin Access cannot be deleted from the service until they have had their Admin Access rights rescinded. The Edit button with be disabled.
