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Promote to Master (#748)
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This reverts commit 5441c3d35c.
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Co-authored-by: DanHillesheim <79476558+DanHillesheim@users.noreply.github.com>
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@@ -6,7 +6,7 @@ featured: false
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popular: false
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hidden: false
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tags: []
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order: 05
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order: "05"
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---
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MSPs, Resellers, and other Bitwarden Partners that are already administering Organizations on behalf of their clients can add pre-existing Organizations to their Provider Portal.
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popular: false
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tags: []
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order: 04
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order: "04"
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---
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This article will walk you through the [creation of a Client Organization](#create-a-client-organization) and outline a typical [setup procedure](#initial-setup-procedure) for getting started administering a customer's Organization.
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@@ -24,7 +24,7 @@ To create a Client Organization you must be a [Provider Admin]({{site.baseurl}}/
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{% image providers/provider-add-client.png Create a Client Organization %}
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2. On the New Client Organization screen, enter an **Organization Name**, **Billing Email**, and **Client Owner Email**.
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{% callout info %}An invitation will automatically be sent to the **Client Owner Email** to join the Organization as an [Owner]({{site.baseurl}}/article/user-types-access-control).{% endcallout %}
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{% callout info %}An invitation will automatically be sent to the **Client Owner Email** to join the Organization as an [Owner]({{site.baseurl}}/article/user-types-access-control/).{% endcallout %}
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3. From the **Choose Your Plan** list, select the [type of Organization]({{site.baseurl}}/article/about-bitwarden-plans/#compare-the-plans-1) to create.
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{% callout success %}Teams and Enterprise Organizations include premium features for all enrolled users.{% endcallout %}
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popular: false
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tags: []
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order: 02
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order: "02"
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redirect_from:
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- /article/deploying-bitwarden-as-a-msp/
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---
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@@ -43,7 +43,7 @@ Selecting the **Setup Provider Now** button will prompt you to log in to Bitward
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### Onboard Users
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As the creator of the Provider, you'll be automatically given [Provider Admin]({{site.baseurl}}/provider-users/#provider-user-types) status, allowing you to fully manage all aspects of the Provider and all [Client Organizations](#client-organizations). Bitwarden strongly recommends that you provision a second Provider Admin for failover purposes.
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As the creator of the Provider, you'll be automatically given [Provider Admin]({{site.baseurl}}/article/provider-users/#provider-user-types) status, allowing you to fully manage all aspects of the Provider and all [Client Organizations](#client-organizations). Bitwarden strongly recommends that you provision a second Provider Admin for failover purposes.
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Now, begin adding your employees as [Service Users]({{site.baseurl}}/article/provider-users/#provider-user-types), which will allow them to fully administer all Client Organizations and create new ones or manage the Provider itself:
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@@ -107,6 +107,6 @@ With the infrastructure for securely and scalably sharing credentials in place,
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{% image organizations/org-people-invite.png %}
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2. **For larger customers** who leverage a directory service (Active Directory, LDAP, Okta, etc.), use [Directory Connector]({{site.baseurl}}/article/directory-sync) to sync Organization users from the source directory and automatically issue invitations.
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2. **For larger customers** who leverage a directory service (Active Directory, LDAP, Okta, etc.), use [Directory Connector]({{site.baseurl}}/article/directory-sync/) to sync Organization users from the source directory and automatically issue invitations.
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Regardless of whether you've invited users from the Organization Vault or using Directory Connector, the same 3-step process (Invite → Accept → Confirm) that you followed when [onboarding Provider users](#onboard-users) will apply here as well.
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popular: false
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hidden: false
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tags: []
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order: 06
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order: "06"
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---
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To access a [Client Organization]({{site.baseurl}}/article/providers/#client-organizations) as a [Service User]({{site.baseurl}}/article/provider-users/#provider-user-types), select **Provider** from the top navigation and select your Provider from the Providers list. In the Provider Portal, select the Client Organization to administer from the {% icon fa-bank %} **Clients** tab:
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@@ -20,10 +20,10 @@ Once in the Organization Vault you can fully administer the Client Organization,
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|Add and Remove Users|Onboard and offboard users from Bitwarden as they join and leave the customers' Organization.|[User Onboarding]({{site.baseurl}}/article/managing-users/#onboard)<br><br>[User Offboarding]({{site.baseurl}}/article/managing-users/#offboard)|
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|Change User Permissions|When end-users change roles, change their permissions as appropriate.|[User Types and Access Control]({{site.baseurl}}/article/user-types-access-control/)|
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|Add and Remove User Seats|As the customers' business grows, manage the number of user seats for the Client Organization.|[Manage User Seats]({{site.baseurl}}/article/managing-users/#manage-user-seats)|
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|Reset Users' Master Passwords|If enabled, use Admin Password Reset to recover end-user accounts if they forget their Master Password.|[Admin Password Reset]({{site.baseurl}}/article/admin-reset)|
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|Reset Users' Master Passwords|If enabled, use Admin Password Reset to recover end-user accounts if they forget their Master Password.|[Admin Password Reset]({{site.baseurl}}/article/admin-reset/)|
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|Create & Share Vault Items|Add and share new Vault items on-the-fly when users need access to new systems.|[Sharing]({{site.baseurl}}/article/sharing/)|
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|Secure one-time Sharing|Use Bitwarden for secure one-time sharing of credentials, documents, and more.|[Create a Send]({{site.baseurl}}/article/create-send)|
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|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]({{site.baseurl}}/article/reports/)<br><br>[Event Logs]({{site.baseurl}}/article/events/)|
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|Secure one-time Sharing|Use Bitwarden for secure one-time sharing of credentials, documents, and more.|[Create a Send]({{site.baseurl}}/article/create-send/)|
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|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]({{site.baseurl}}/article/reports/)<br><br>[Event Logs]({{site.baseurl}}/article/event-logs/)|
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|Manage Billing|Make changes to the billing information for the Client Organization, if you ever need to.|[Update Billing Info]({{site.baseurl}}/article/update-billing-info/#update-billing-information-for-organizations)|
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Additionally, **if your Service Users help to train customers' end-users to use Bitwarden**, the following resources may be helpful:
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popular: false
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hidden: false
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tags: []
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order: 07
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order: "07"
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---
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## What are Event Logs?
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tags: []
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order: 03
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order: "03"
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---
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## Onboard Provider Users
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@@ -49,7 +49,7 @@ To confirm accepted invitations to your Provider:
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3. Select any `Accepted` users and use the {% icon fa-cog %} gear dropdown to {% icon fa-check %} **Confirm Selected**:
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{% image /providers/provider-confirm.png Confirm Provider Users %}
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4. On the panel that appears, verify that the [fingerprint phrases]({{site.baseurl}}/article/fingerprint-phrase) for new users match those they can find in their **Settings** → **My Account** screen.
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4. On the panel that appears, verify that the [fingerprint phrases]({{site.baseurl}}/article/fingerprint-phrase/) for new users match those they can find in their **Settings** → **My Account** screen.
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Each fingerprint phrase is unique to its account, and ensures a final layer of oversight in securely adding users. If they match, select **Confirm**.
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popular: false
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hidden: false
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tags: []
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order: 01
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order: "01"
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---
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{% callout success %}
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@@ -31,7 +31,7 @@ The Provider Portal is an all-in-one management experience that enables Provider
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{% image providers/provider.png Provider Portal %}
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Providers are built with two distinct [user types]({{site.baseurl}}/artice/provider-users/#user-types):
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Providers are built with two distinct [user types]({{site.baseurl}}/article/provider-users/#provider-user-types):
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- **Service Users** can fully administer [Client Organizations](#client-organizations).
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- **Provider Admins** can administer [Client Organizations](#client-organizations) and administer the Provider itself, including adding new Service Users to the team.
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@@ -43,9 +43,9 @@ Client Organizations are any [Organization]({{site.baseurl}}/article/about-organ
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{% image providers/provider-diagram.png Structure of a Provider %}
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{% callout info %}
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**As denoted in the above diagram**, if Providers want to use an [Organization]({{site.baseurl}}/article/about-organizations) to manage their own credentials, they **should not** include it as a Client Organization that's administered by the Provider.
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**As denoted in the above diagram**, if Providers want to use an [Organization]({{site.baseurl}}/article/about-organizations/) to manage their own credentials, they **should not** include it as a Client Organization that's administered by the Provider.
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Creating an independent Organization for this case will ensure users can be given the appropriate [user types and access controls]({{site.baseurl}}/article/user-types-access-control) over credentials.
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Creating an independent Organization for this case will ensure users can be given the appropriate [user types and access controls]({{site.baseurl}}/article/user-types-access-control/) over credentials.
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{% endcallout %}
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Organizations relate Bitwarden users and Vault items together for [secure sharing]({{site.baseurl}}/article/sharing/) of Logins, Cards, Notes, and Identities. Organizations have a unique Vault, where Provider Service Users can manage the Organization's items, users, and settings:
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@@ -56,4 +56,4 @@ Members of a Client Organization (i.e. your customer's end-users) will find shar
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{% image organizations/personal-vault-org-enabled.png End-user Vault %}
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Once you've filled out the [Provider Registration form](#) and been setup with a Provider by a member of the Bitwarden team, [start a Client Organization]({{site.baseurl}}/article/client-org-setup).
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Once you've [contacted us](https://bitwarden.com/contact) and been setup with a Provider by a member of the Bitwarden team, [start a Client Organization]({{site.baseurl}}/article/client-org-setup/).
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