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* Stage Providers (#691) * initial provider drafts * fix build errors * image overlays & alt-text * capitalize title * update /about-collections/ for providers * update /about-groups/ for provider users * updating 'sharing' for provider users * update /managing-users/ for provider users * provider - create org permissions fixes * update create org permissions * about-orgs compare to providers * temp remove pricing FAQ item * Update Staging w/ Latest (#695) * initial provider drafts * fix build errors * image overlays & alt-text * capitalize title * update /about-collections/ for providers * update /about-groups/ for provider users * updating 'sharing' for provider users * update /managing-users/ for provider users * provider - create org permissions fixes * update create org permissions * about-orgs compare to providers * temp remove pricing FAQ item * updates from cscharf & gtran review * updates from cscharf & gtran review * Update Staging w/ Latest Again (#696) * initial provider drafts * fix build errors * image overlays & alt-text * capitalize title * update /about-collections/ for providers * update /about-groups/ for provider users * updating 'sharing' for provider users * update /managing-users/ for provider users * provider - create org permissions fixes * update create org permissions * about-orgs compare to providers * temp remove pricing FAQ item * updates from cscharf & gtran review * updates from cscharf & gtran review * updates * Update Staging w/ Latest (#697) * initial provider drafts * fix build errors * image overlays & alt-text * capitalize title * update /about-collections/ for providers * update /about-groups/ for provider users * updating 'sharing' for provider users * update /managing-users/ for provider users * provider - create org permissions fixes * update create org permissions * about-orgs compare to providers * temp remove pricing FAQ item * updates from cscharf & gtran review * updates from cscharf & gtran review * updates * note on freeing up user seat * Update Staging w/ APR v1.0 (#698) * Update to Automatic Enrollment option * update for 'force change on login', image outstanding * reset via email updates, images outstanding * pre-release updates to admin pw reset * Update Staging w/ Latest (#699) * initial provider drafts * fix build errors * image overlays & alt-text * capitalize title * update /about-collections/ for providers * update /about-groups/ for provider users * updating 'sharing' for provider users * update /managing-users/ for provider users * provider - create org permissions fixes * update create org permissions * about-orgs compare to providers * temp remove pricing FAQ item * updates from cscharf & gtran review * updates from cscharf & gtran review * updates * note on freeing up user seat * Updates from recent product changes - title-cased buttons - access vault event + diagram in /article/providers/ * resolve conflict * Updating Staging w/ Latest (#701) * Update "share" -> "move" * resolve conflict * update /sharing/ refs * Update Staging w/ Latest (#702) * Bad link due to typo (#692) * release notes inital * update release notes and index.html to surface admin pw reset in popular articles Co-authored-by: Daniel Pedigo <dpedigo@gmail.com> * update diagram * additional FAQ items, edits from Gina, suggestion to provision 2nd Provider Admin * update CTA for signup * cli auth challenge draft (#706) * Update CLI doc for captcha error, rollback policies article * rollback pw reset article * rollback release notes * update move/share screenshots in provider content * update releasenotes date * faqs & feedback from rluibrand * redirect * resolve conflicts 1/3 * resolve conflicts 2/3 * test resolution for conflict * test resolution for conflict * hide deprecated articles & update links Co-authored-by: Daniel Pedigo <dpedigo@gmail.com>
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layout, title, categories, featured, popular, hidden, tags, order
| layout | title | categories | featured | popular | hidden | tags | order | |
|---|---|---|---|---|---|---|---|---|
| article | Ongoing Administration |
|
false | false | false | 06 |
To access a Client Organization as a Service User, 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:
{% image providers/provider-as-serviceuser.png Provider Portal %}
Once in the Organization Vault you can fully administer the Client Organization, including the following important tasks:
| 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 Admin Password Reset to recover end-user accounts if they forget their Master Password. | Admin Password Reset |
| Create & Share Vault Items | Add and share new Vault items on-the-fly when users need access to new systems. | Sharing |
| 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 |
| Manage Billing | Make changes to the billing information for the Client Organization, if you ever need to. | Update Billing Info |
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've conducted in the past. | Getting Started with Bitwarden |
| Help users import their data | If permitted by your customer, give users instructions for importing their personal 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 |