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移除书签Ongoing Administration
To access a client organization as a service user:
- Open the Provider Portal using the product switcher:
2. Select the client organization to administer from the Clients tab:
Once in the client's Admin Console you can fully administer the client organization, including the following important tasks:
[!TIP] No more provider-managing items Provider users may no longer directly view, manage, create, or export 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. | User onboarding User offboarding |
| Change user permissions | When end-users change roles, change their permissions as appropriate. | User types and access control |
| Add and remove user seats | As the customers' business grows, manage the number of user seats for the client organization. | Manage user seats |
| Reset users' master passwords | If enabled, use Account Recovery reset to recover end-user accounts if they forget their master password. | Account Recovery |
| Secure one-time sharing | Use Bitwarden for secure one-time sharing of credentials, documents, and more. | Create a Send |
| Monitor vault health | Use organization vault health reports and event logs to keep an eye on the overall health of the client organization. | Vault health reports Event logs |
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. | Register |
| Watch training videos | Pass along some of the trainings we have conducted in the past. | Getting started with Bitwarden |
| Help users import their data | If permitted by your customer, give users instructions for importing their individual vault data to Bitwarden. | Import data to your vault |
| Help setup two-step login | Give users instructions to help facilitate setup of two-step login. | Two-step login methods |
| Demonstrate Bitwarden apps | Help users understand the benefits of Bitwarden mobile apps, browser extensions, and other apps. | Getting started guides |
| Register for demos | Encourage power users to learn independently by attending a weekly demo. | Bitwarden events |
