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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>
80 lines
4.8 KiB
Markdown
80 lines
4.8 KiB
Markdown
---
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layout: article
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title: Provider Users
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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: 03
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---
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## Onboard Provider Users
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To ensure the secure administration of your Client Organizations, Bitwarden applies a 3-step process for onboarding a new Provider member, [Invite](#invite) → [Accept](#accept) → [Confirm](#confirm).
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### Invite
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To invite users to your Provider:
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1. Log in to the [Web Vault](https://vault.bitwarden.com){:target="\_blank"} and open your Provider.
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2. Open the {% icon fa-sliders %} **Manage** tab and select **People** from the left-hand menu.
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3. Select the {% icon fa-plus %} **Invite User** button:
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{% image /providers/provider-adduser.png Invite Provider Users %}
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4. On the Invite User panel:
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- Enter the **Email** address where new users should receive their invites. You can add up to 20 users at a time by comma-separating email addresses.
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- Select the **User Type** to be applied to this batch of users. [User Type](#provider-user-types) will determine what access these users will have to the Provider. **Both User Types** will be able to fully administer any [Client Organization]({{site.baseurl}}/article/client-orgs/).
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5. Click **Save** to invite the designated users to join the Provider.
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{% callout info %}
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**Invitations expire after 5 days**, at which point the user will need to be re-invited. Re-invite users in bulk by selecting each user and using the {% icon fa-cog %} gear dropdown to **Resend Invitations**:
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{% image /providers/provider-resend-invite.png Resend Invitations %}
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{% endcallout %}
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### Accept
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Invited users will receive an email from Bitwaden inviting them to join the Provider. Clicking the link in the email will open a Bitwarden invitations window. **Log In** with an existing Bitwarden account or **Create Account** to accept the invitation:
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{% image /providers/provider-accept-invite.png Email Invitation %}
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### Confirm
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To confirm accepted invitations to your Provider:
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1. Log in to the [Web Vault](https://vault.bitwarden.com){:target="\_blank"} and open your Provider.
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2. Open the {% icon fa-sliders %} **Manage** tab and select **People** from the left-hand menu.
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3. Select any `Accepted` users and use the {% icon fa-cog %} gear dropdown to {% icon fa-check %} **Confirm Selected**:
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{% image /providers/provider-confirm.png Confirm Provider Users %}
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4. On the panel that appears, verify that the [fingerprint phrases]({{site.baseurl}}/article/fingerprint-phrase) for new users match those they can find in their **Settings** → **My Account** screen.
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Each fingerprint phrase is unique to its account, and ensures a final layer of oversight in securely adding users. If they match, select **Confirm**.
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## Offboard Users
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To remove users from your Provider:
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1. Log in to the [Web Vault](https://vault.bitwarden.com){:target="\_blank"} and open your Provider.
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2. Open the {% icon fa-sliders %} **Manage** tab and select **People** from the left-hand menu.
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3. Select the users you want to remove from the Provider and use the {% icon fa-cog %} gear dropdown to {% icon fa-times %} **Remove**:
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{% image /providers/provider-removeuser.png Remove Provider Users %}
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## Provider User Types
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{% callout success %}
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**Managing a Client Organization's users?** Organizations have a set of [User Types and Access Controls]({{site.baseurl}}/article/user-types-access-control/) that are distinct from Provider User Types.
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{% endcallout %}
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Bitwarden Provider Users can be granted one of two User Types to manage their access to the Provider. **Both User Types will be able to fully administer any Client Organization.** Bitwarden strongly recommends that you provision a second user with a Provider Admin role for failover purposes.
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You can set User Types when you [invite](#invite) Provider users, or at any time from the **Manage** → **People** screen in your Provider Portal. User Types include:
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|Role|Description|
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|----|-----------|
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|Service User|Service Users can access and manage all [Client Organizations]({{site.baseurl}}/article/client-orgs/), including:<br><br>- Access shared items stored in the Organization Vault<br>- Add, edit, or remove items from all Collections<br>- Create or delete Collections<br>- Assign Users and User Groups to Collections<br>- Assign Users to User Groups<br>- Create or delete User Groups<br>- Invite and confirm new users<br>- Manage Enterprise Policies<br>- View Event Logs<br>- Export Organization Vault data<br>- Manage Password Reset<br>- Manage Billing, Subscription, and Integrations|
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|Provider Admin|Provider Admins manage all aspects of the Provider and all Client Organizations. Provider admins can do all of the above, plus:<br><br>- Create new Client Organizations<br>- Add existing Organizations to the Provider<br>- Invite and confirm new Service Users and Provider Admins<br>- View Provider Event Logs<br>- Edit Provider Settings|
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