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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

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* 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

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---
layout: article
title: Ongoing Administration
categories: [providers]
featured: false
popular: false
hidden: false
tags: []
order: 06
---
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:
{% 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]({{site.baseurl}}/article/managing-users/#onboard)<br><br>[User Offboarding]({{site.baseurl}}/article/managing-users/#offboard)|
|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/)|
|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)|
|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)|
|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/)|
|Secure one-time Sharing|Use Bitwarden for secure one-time sharing of credentials, documents, and more.|[Create a Send]({{site.baseurl}}/article/create-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]({{site.baseurl}}/article/reports/)<br><br>[Event Logs]({{site.baseurl}}/article/events/)|
|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)|
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](https://vault.bitwarden.com/#/register)|
|Watch Training Videos|Pass along some of the trainings we've conducted in the past.|[Getting Started with Bitwarden](https://bitwarden.com/getting-started)|
|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]({{site.baseurl}}/article/import-data/)|
|Help setup Two-step Login|Give users instructions to help facilitate setup of Two-step Login.|[Two-step Login Methods]({{site.baseurl}}/article/setup-two-step-login/)|
|Demonstrate Bitwarden apps|Help users understand the benefits of Bitwarden mobile apps, browser extensions, and other apps.|[Getting Started Guides]({{site.baseurl}}/getting-started/)|
|Register for Demos|Encourage Power Users to learn independently by attending a Weekly Demo.|[Bitwarden Events](https://www.crowdcast.io/bitwarden)|