Admin ConsoleEnd-User Onboarding

Customer Success Hub

This resource hub provides IT and security leaders with a proven path to password security success, offering a curated set of guides, checklists, resources, and milestones.

customer success hub image
customer success hub image

Awareness: Discovery and validation

You’re new to enterprise password management and recognize the need for better password security within your organization. These materials will help you understand your options and make an informed decision.

Evaluation: Requirements, assessment, decision

For teams that are actively comparing, evaluating, and trialing solutions, the resources below will help you see how Bitwarden fits your needs. 

Set requirements

Make an assessment

  • Prepare your trial for production: Get the most from your Bitwarden trial. This resource walks you through key setup steps and considerations to ensure your trial mirrors a production-ready environment.

  • Enterprise trial guide: A step-by-step guide to planning, configuring, and evaluating a successful enterprise trial of Bitwarden.

Leadership alignment

  • InfoTech Data Quadrant Report: See how Bitwarden ranks across key satisfaction and feature categories in a third-party comparison of password management vendors, based on real user feedback from IT leaders.

  • G2 Grid Report: Bitwarden top rankings in the G2 Grid Report reflect high satisfaction, ease of use, and market presence. Compare peer reviews and ratings to see how Bitwarden stacks up against competitors.

  • Convince your leadership team: Arm your executive stakeholders with data on password-related risks, user behavior, and IT priorities, based on enterprise customer findings from security and IT professionals across industries.

  • Build company-wide alignment: Learn how security conscious organizations secure buy-in from executives and champion a security-first culture, starting at the top.

Onboarding: Training, setup, and rollout

Congratulations! You’ve selected Bitwarden as your password manager. Now it’s time to implement Bitwarden into your current systems, train your teams, prepare for a successful deployment, and introduce password management to users across your company.  

Technical foundation setup

  • Enterprise Password Manager implementation guide: Step by step instructions on how to successfully launch Bitwarden Password manager across your teams

  • Cloud setup checklist (coming soon): A checklist to guide your team through setting up Bitwarden in the cloud. Covers key steps from account creation to policy configuration.

  • Self host setup checklist (coming soon) A checklist for a successful self-hosted deployment, including infrastructure requirements and installation steps.

Prepare for rollout

  • Welcome email templates: Email templates to announce the Bitwarden Password Manager rollout to your end users, administrative users, and IT teams.

  • Admin team onboarding emails: Onboarding emails automatically sent to new business admins and owners. Read them all at once or grab them and adapt them to your team's needs.

  • Onboarding workflows: Guidance for onboarding users across different organizational setups, whether you’re using SSO, SCIM, manual provisioning, or directory sync.

  • Onboarding checklist (coming soon): A practical, ready-to-use checklist to help IT and security teams confidently onboard users to Bitwarden.

Adoption: Training, engagement, and building momentum

How do you ensure your investment pays off, with everyone using Bitwarden and embracing new password security habits? These materials will help you boost engagement and usage, while preparing your team to adopt advanced features.

Drive strong usage and behavior change

  • End-user adoption emails: Emails automatically sent to Bitwarden Enterprise and Teams admins and owners to help increase overall team adoption of their new password manager. Read them all at once or grab them and adapt them to your team's needs.

  • Change management success story: These change strategies helped this customer achieve 90% adoption in under 4 months.

  • Adoption checklist (coming soon): This checklist helps ensure Bitwarden becomes an everyday part of your team’s security habits.

Get the most out of Bitwarden

  • Bitwarden newsletter: Stay informed and knowledgeable on the latest from Bitwarden.

  • Product updates: Get release news for product enhancements and capabilities.

  • Bitwarden community: Where security enthusiasts gather for feature requests, best practices, and tips.

  • Custom training: Dig deeper into advanced functionalities with dedicated training sessions for select customers. Reach out to your account representative for details.

Success: Impact, leadership, and innovation

You’ve built a team of password security champions, you’re achieving security improvements by minimizing password risks. Now, it’s time to showcase your security success internally and externally.  

Prove Bitwarden is paying off

  • Security impact report: Use these insights to build a strong, data-backed business case for investing in enterprise password management.

Share your success, contribute to the security community