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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>
39 lines
3.5 KiB
Markdown
39 lines
3.5 KiB
Markdown
---
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layout: article
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title: Ongoing Administration
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categories: [providers]
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featured: false
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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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---
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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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{% image providers/provider-as-serviceuser.png Provider Portal %}
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Once in the Organization Vault you can fully administer the Client Organization, including the following important tasks:
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|Task|Description|Resources|
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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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|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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|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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|Task|Description|Resources|
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|----|-----------|---------|
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|User Registration|Help end-users register for Bitwarden accounts.|[Register](https://vault.bitwarden.com/#/register)|
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|Watch Training Videos|Pass along some of the trainings we've conducted in the past.|[Getting Started with Bitwarden](https://bitwarden.com/getting-started)|
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|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/)|
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|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/)|
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|Demonstrate Bitwarden apps|Help users understand the benefits of Bitwarden mobile apps, browser extensions, and other apps.|[Getting Started Guides]({{site.baseurl}}/getting-started/)|
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|Register for Demos|Encourage Power Users to learn independently by attending a Weekly Demo.|[Bitwarden Events](https://www.crowdcast.io/bitwarden)|
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