(v2.x) Customer Account Management

Modified on Tue, 17 Sep at 11:38 AM

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.


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Note

This section is available for tenants where Partner permissions have been granted. Customers must be an authorized Fortinet 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/FortiCare account used to set up the customer tenant / service.

Account Number - This is the account number associated with the FortiCloud/FortiCare account used to set up the customer tenant / service.

Status – If the request has been emailed to the associated customer FortiCloud / FortiCare 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 / tenant.


How to add a customer account (Partners only)


1)  From the Navigation Menu, select Account Management. In the bottom half of the screen, select the + Add new Account button:


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2)  In the pop-up dialogue, enter the email for the customer’s FortiCare Support account and select Add:


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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:


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


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3)  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:  


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Note

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.


You can also disassociate the authorized customer account by selecting the Delete Account link:


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