Ongoing Administration
To access a client organization as a service user:
Open the Provider Portal using the product switcher:
Product switcher - Provider Portal Select the client organization to administer from the Clients tab:
Provider Portal
Once in the client's Admin Console you can fully administer the client organization, including the following important tasks:
warning
As of 2024.7.3, provider users may no longer directly view, manage, or create items in client organizations' vaults. Provider users may, however, import vault data directly to client organizations.
Task | Description | Resources |
|---|---|---|
Add and remove users | Onboard and offboard users from Bitwarden as they join and leave the customers' organization. | |
Change user permissions | When end-users change roles, change their permissions as appropriate. | |
Add and remove user seats | As the customers' business grows, manage the number of user seats for the client organization. | |
Reset users' master passwords | If enabled, use admin password reset to recover end-user accounts if they forget their master password. | |
Secure one-time sharing | Use Bitwarden for secure one-time sharing of credentials, documents, and more. | |
Monitor vault health | Use organization vault health reports and event logs to keep an eye on the overall health of the client organization. |
Additionally, if your service users help to train customers' end-users to use Bitwarden, the following resources may be helpful:
Task | Description | Resources |
|---|---|---|
User registration | Help end-users register for Bitwarden accounts. | |
Watch training videos | Pass along some of the trainings we have conducted in the past. | |
Help users import their data | If permitted by your customer, give users instructions for importing their individual vault data to Bitwarden. | |
Help setup two-step login | Give users instructions to help facilitate setup of two-step login. | |
Demonstrate Bitwarden apps | Help users understand the benefits of Bitwarden mobile apps, browser extensions, and other apps. | |
Register for demos | Encourage power users to learn independently by attending a weekly demo. |
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