Initializing and configuring/customizing the service

Modified on Tue, 8 Apr at 10:08 AM

Initializing the service

There are 3 steps to initializing and configuring the service:

1.) Creating a FortiCloud / FortiCare master support account

If you already have a FortiCloud / FortiCare master support account that you use to manage your services and products, you can skip this step.

2.) Registering the service using the service contract

If you have already entered your license / product code or this was already entered because you are currently using the V2.x service, you can skip this step.

3.) Initializing the service / tenant

This step allows you to choose your learner data storage location and creates your service. You will also set your intial domain for user access to the service. Premium service level customers can choose a different custom domain during the setup procedure.

Configuring/customizing the service

Configuring the Security Awareness and Training Service has some mandatory and some optional steps. Some configurations are only available to premium service level customers:

Admin settings

Domain verification (mandatory)

Domain setup (standard service level / free 25 user service)

Domain setup (premium level service only)

Single Sign-On (SSO) SAML2 Configuration (premium service level only)

Settings – Admin Settings – SMTP settings (premium service level only)

Granting Assets Access

Personalization settings

Default language for learners

Default timezone for learners

Appearance (premium service level only)

Email templates settings