Provider Portal

Ongoing Administration

To access a client organization as a service user:

  1. Open the Provider Portal using the product switcher:

    Product switcher - Provider Portal
    Product switcher - Provider Portal
  2. Select the client organization to administer from the Clients tab:

    Provider Portal
    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 have conducted in the past.

Getting started with Bitwarden

Help users import their data

If permitted by your customer, give users instructions for importing their individual vault 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

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