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:

• Account Summary

• Admin Access.

  • Other Sub Administrator 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 two main sections in Account Summary:

1. Subscription Type (Free, Standard or Premium): This section which dictates which services are included with their purchase. It also includes information on the start and end dates of the contract.

2. Total Number of Users: This shows the total number of licenses purchased as well as how many licenses are currently in use (number of users imported into the service).

Contract Details

This section includes an audit of the contracts that have been purchased by the customer. It includes the following information:

• Service Type: Free, Standard or Premium

• Description: Support information, number of users and modules included

• Contract Number: The number of the contract the service was purchased under.

• Start Date: The date the service was purchased and is active from.

• End Date: The date the service expires.

• Users: The number of licenses purchased.

• Status: The current status of each contract (Valid / Pending / Expired)

Customer Account Management

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

This section is available for tenants where Partner permissions have been granted. Customers must be an authorized Fortinet Inc. Partner in order to receive these permissions. There are, however, special use cases where these permissions are granted. If you require Partner permissions and you are not a Partner, please email infosec_awareness@fortinet.com.

This section includes information on each account and allows Administrators to activate service and log in. It includes the following information:

• Email: This is the email associated with the FortiCloud account used to set up the customer tenant and service.

• Account Number: This is the account number associated with the FortiCloud account used to set up the customer tenant and service.

• Status: If the request has been emailed to the associated customer FortiCloud account, but has not yet been authorized, the status will show as Pending. Once the customer has authorized the access request, the status will show as Completed.

• Action (Login): Allows the Partner Tenant Administrator to access the customer sub account using the associated Tenant Administrator account listed in the Email field.

• Delete Account: Allows you to delete customer accounts if you no longer need to remotely access the customer account service and tenant.

To add a customer account (Partners only):

1. From the Navigation Menu, go to Account Management.

2. Select Add new Account.

   

3. In the pop up dialogue, enter the email for the customer’s FortiCare Support account and select Add.

   

   You should now see an entry for the Customer which includes details for the request. A status of Pending will show until the Tenant Administrator from the customer site accepts the request.

   

   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.

   

   The Status will change to Connected. The Partner should now also be able to log in to the Customer tenant from the Account Management page.

   

   Partners can send requests and access multiple customer accounts, however, customers can only authorize access to a single Partner account. If an attempts to add a second account occurs, an error will be presented. The associated account is already linked to another tenant.

5. You can also disassociate the authorized customer account by selecting Delete Account.

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 Administrators have full access to the Admin functionality of the service with two exceptions:

• 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 Administrator creates their own FortiCloud account and the Tenant Administrator FortiCloud account grants them access through the Manager User functionality in FortiCloud.

• It does not allow them access to download assets from the Assets page. This information can only be accessed if the Sub Administrator creates their own FortiCloud account and the Tenant Administrator FortiCloud account grants them access through the Manager User functionality in FortiCloud.

To add additional administrators to the service:

1. Go to Account Management from the Navigation Menu.

2. Select the Admin Access tab.

   

3. Click Assign Admins and enter the name of one of the users you have uploaded into the service (only users that have been added to the service can be assigned Admin access).

   

   After completing this step, the user should have the Launch Admin Portal from the avatar 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 user avatar dropdown menu.

To delete Administrator accounts to the service:

1. Select Delete for the user whose Administrator access you wish to rescind.

   

   Users who have been granted Admin Access cannot be deleted from the service until they have had their Admin Access rights rescinded.