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help/_articles/providers/manage-client-orgs.md
fred_the_tech_writer 25bc445da1 2021-08-18 Release Documentation (#708)
* 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>
2021-08-18 13:50:15 -04:00

3.5 KiB

layout, title, categories, featured, popular, hidden, tags, order
layout title categories featured popular hidden tags order
article Ongoing Administration
providers
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