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* initial commit
* adding quotes for the array error
* Create Gemfile
* Create Gemfile.lock
* add .nvmrc and .node-version
* removed /article from URL
* update links to work with netlify
* more fixed links
* link fixes
* update bad links
* Update netlify.toml
toml test for redirects
* article redirect
* link fixes
* Update index.html
* Update netlify.toml
* Update _config.yml
* Update netlify.toml
* Update netlify.toml
* Update netlify.toml
* Update netlify.toml
* Update netlify.toml
* add article back into URL for launch
* Update netlify.toml
* Update netlify.toml
* add order to categories front matter
* Update netlify.toml
* update
* sidemenu update
* Revert "sidemenu update"
This reverts commit 5441c3d35c.
* update order prop
* Navbar updates per Gary and compiler warnings
* font/style tweaks
* Update sidebar.html
* Stage Release Documentation (#739)
* initial drafts
* rewrite Custom Fields article to prioritize new context-menu option & better organize ancillary information
* edit
* edit
* Custom Field Context Menu & CAPTCHA item in release notes
* SSO relink event
* update rn
* small edits
* improve release notes titles
* fix side menu
* Edits courtest of mportune!
* update order
* link fixes
* link cleanup
* image updates and a link
* fix trailing slash
Co-authored-by: DanHillesheim <79476558+DanHillesheim@users.noreply.github.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 |