| 1 |
Identify Organization Owner |
Organization Owner |
Create a free user account on vault.bitwarden.com using the email intended for Organization ownership and administration. |
|
0.1 |
| 1 |
Create Organization |
Organization Owner |
Create a free Organization on Bitwarden Cloud at vault.bitwarden.com. This will be used for billing purposes even if self-hosted. Once the free Organization is created, let Bitwarden know and we will upgrade the trial to Enterprise status for you. |
About Organizations |
0.1 |
| 1 |
If self-hosting, download a license file for your self-hosted installation. |
Organization Owner |
This is required to enable the Enterprise Organization functionality and set the number of user seats available for use. |
License Paid Features |
0.1 |
| 1 |
Install self-hosted instance (if applicable) |
Organization Owner / IT Team |
We recommend deploying on Linux OS for best performance and lowest total cost of ownership. |
Install and Deploy |
2.5 |
| 1 |
Add additional administrators |
Organization Owners + Admins |
Add Administrators to the Organization as needed. We also recommend configuring a second Owner for redundancy. |
Add or Remove Users |
0.2 |
| 2 |
Create test Collections for Administrators and POC users to share |
Organization Owners + Admins |
Collections are the method of sharing secure items with Groups of users. |
About Collections |
0.25 |
| 2 |
Create test Groups for managing POC users |
Organization Owners + Admins |
Creating Groups allows easy assignment of Collections. Please note: If you decide to sync Groups and users from your Identity Provider or Directory Service, you may need to reconfigure user and Group assignments later. |
About Groups |
0.25 |
| 2 |
Assign test Collections to test Groups to begin sharing passwords |
Organization Owners + Admins |
Assign Groups to Collections, making sure to test and demonstrate 'Read Only' and 'Hide Password' options. |
User Types and Access Control |
.5 |
| 2 |
Add items to test Collections |
Organization Owners + Admins |
Add items manually or import via CSV or JSON from another password management application. |
Import Data to Your Vault |
0.25 |
| 2 |
Configure Enterprise Policies Note: Any Policies should be enabled prior to user invitation. The 2FA policy being enabled after user invitation will cause a duplicate of efforts onboarding users |
Organization Owners + Admins |
Best practice is to enable and configure all policies before user onboarding begins. |
Enterprise Policies |
0.1 |
| 3 |
Add short term users to POC Groups manually |
Organization Owners + Admins |
A recommended best practice while automated functions are tested. |
Add or Remove Users |
0.5 |
| 3 |
Download and login to Bitwarden Client Applications |
All POC users |
Download and implement Bitwarden client applications to confirm proper configuration for secure data sharing, and intended Enterprise Policies are working, and onboarding function is successful.Note: Self-hosted users will need to set the client's environment: Connect Clients to Your Instance |
Download Bitwarden |
0.5 |
| 4-6 |
Configure Login with SSO |
Organization Owners + Admins |
Create an Organization identifier Configure to work with SAML 2.0 or OpenID Connect |
Auto Login With SSO |
1.5 |
| 4-6 |
Test and confirm long-term user onboarding with Directory Connector |
Organization Owners + Admins |
Download/configure the Bitwarden Directory Connector application and test Group and user sync. |
Auto Directory Connector |
1.5 |
| 4-6 |
Configure Directory Connector to invite remainder of users |
Organization Owners + Admins |
Invitation process Including secure offboarding |
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1 |
