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- Bitwarden Enterprise Trial Guide
Enterprise Trial Overview
Welcome to your 7-day enterprise trial! Adopting password management is a game changer. It establishes a critical digital security foundation across every single individual within your organization.
This guide is for Bitwarden administrators trialing the Enterprise plan. It is designed to help maximize your Bitwarden experience and set your organization up for password management success.
Build your admin foundation
Day 1
Invite key team members
Bitwarden is easy and approachable for people of all technical skill levels. Encouraging Bitwarden use across your business helps secure your entire organization. For increased Bitwarden adoption and a strong proof-of-concept, Bitwarden recommends including at least 3 team members in your trial experience.
Here’s how to invite new members to your organization:
Log in to the Bitwarden web app.
Open the Admin Console using the product switcher:
In the Admin Console, select Members from the navigation and use the Invite member button:
In the Role tab, enter the email of your second member, which should match the email they signed up for Bitwarden with, if they have already created an account. Then, select a Member role depending on the level of permissions needed.
Select Save to send the invitation to the designated email address.
Once your invitation is sent, inform your new member and help them accept the invitation.
Bitwarden provides on-demand support for you and your team members in the Learning Center. Share this guide with new members as you invite them to your organization in Bitwarden.
Day 2
Configure enterprise policies
Bitwarden makes it easy admins to quickly enact the right enterprise policies for their organization.
Enable policies for your business:
Open the Admin Console using the product switcher.
View Policies from the Admin Console by navigating to Settings → Policies:
Review and determine which policies are right for your business.
Click on the selected policies and check Turn on before saving.
And just like that, you’ve added custom security policies for your entire organization.
Rolling out to a larger team? Our POC checklist helps technical evaluators assess fit, security policies, and integrations. Talk to Sales to customize your rollout plan.
Day 3
Set up security monitoring (vault health reports)
Bitwarden system admins get a bird's eye view of their entire organization plus the ability to see events related to individual member security with ready-made reports and over 50 different types of logged events.
Conduct your security audit:
Open the Admin Console using the product switcher.
Click the Reporting dropdown in the vertical navigation bar.
Toggle between Reports and Event logs
In the Reports tab, view specific reports like Exposed passwords or Inactive two-step login.
In the Event logs tab, update the date range for your audit and view or export events.
Pro tip: Want to see activity for a specific item or user? Click the three dots next to an item or member name, then choose Event logs for a focused view.
There you have it! Take actionable steps toward improving security health for the whole company and for individual users with just a few clicks.
Day 4
Organize secure password sharing (create Collections)
A Collection is a shared space where businesses store vault items (logins, notes, cards, and identities for secure sharing). Admins assign access to Collections by individual or group. This allows employees to quickly access the passwords they need, whenever they need them.
4.1. Invite a member
Before a member can be added to a collection, they must first be invited to your Bitwarden organization.
Log in to the Bitwarden web app and open the Admin Console.
Navigate to Members and select Invite member.
Enter the email address of the person you wish to invite, and assign them the appropriate role.
Select Save to send the invitation. Once accepted, the member will be eligible to receive collection access.
4.2. Create your first collection:
Log in to the Bitwarden web app, select the New, and choose Collection from the dropdown:
In the Collection info tab give your collection a Name, and choose the organization it should belong to.
4.3. Manage access:
In the Access tab, assign access to any existing members or groups. For each selection, assign the appropriate level of permission. As the creator of the collection, you will have the Manage collection permission.
Select Save to finish creating your collection.
4.4. Add an item:
To start securely sharing credentials, add items to your collection. These can include logins, secure notes, credit cards, or identities. To add an item:
Log in to the Bitwarden web app and select your organization from the Vault view.
Click + Add Item and select the appropriate item type.
Fill in the details, then scroll down to the Collections field.
Select the collection(s) where this item should be stored.
Choose access permissions and select Save.
Your item is now securely stored and accessible by team members with access to the collection.
4.5. Assign an item to multiple collections:
Some items may need to be shared across teams or departments. Bitwarden allows you to assign a single item to more than one collection for greater flexibility. To assign an item to multiple collections:
Edit an existing item or create a new one within your organization vault.
In the Collections field, check the boxes for each collection you want the item to appear in.
Save your changes to update access across all selected collections.
Items can now be viewed and accessed by any team member who has permissions for at least one of the selected collections.
Now you’ve laid the foundation for quick and secure password sharing within Bitwarden! As you continue to create collections, add credentials, and invite members, the time saved by using Collections will compound.
Day 5
Download Bitwarden on all your devices
Bitwarden is available everywhere. To get the most out of the password manager make sure you have it installed on any devices you might use for work.
Download Bitwarden on all your devices to unleash the full power of open source password management
Pro tip: use the Browser Extension to detect and save new logins, autofill usernames and passwords, and quickly insert 2FA codes.
Table of Contents
Ensure end user success
Future adoption depends on day-to-day usability. By testing common workflows your end users will interact with daily, you’ll have a chance to verify key functions and ensure Bitwarden improves the everyday experience of your team members. Here’s a recommended testing checklist:
Step 1
Test Bitwarden across devices (desktop, mobile, browser)
Bitwarden is most effective when it seamlessly supports your team across all their work environments. Testing on multiple devices ensures smooth syncing and highlights everyday usability.
What to test:
Log in on desktop, mobile, and via browser extension
Add or edit an item and confirm instant syncing across devices
Try platform-specific actions like autofill in the browser or app unlock on mobile
Resources: https://bitwarden.com/download/
Step 2
Test key end-user functions
2.1. Password generation and storage
Strong, unique passwords are critical for organizational security. Bitwarden simplifies this with built-in tools that help users generate and store secure credentials, no sticky notes or reused passwords required.
What to test:
2.2. Autofill
Autofill is one of Bitwarden’s most loved features. It streamlines access by logging users into websites with a single click or hotkeys like Ctrl/CMD + Shift + L. Autofill also supports credit cards, identities, and custom fields, reducing friction and saving time across the board.
What to test:
Autofill logins using the browser extension
Autofill on Android
Autofill on iOS
Autofill saved credit cards and identities
Autofill custom fields
Resources: https://bitwarden.com/help/auto-fill-ios/#setup-auto-fill
2.3. Secure sharing
Bitwarden makes secure sharing simple, whether it’s internal sharing with teams or external sharing with trusted vendors. Replace risky channels like email or spreadsheets with encrypted, auditable sharing tools.
What to test:
2.4. Two-factor authentication (2FA)
Enforcing 2FA to log in to Bitwarden strengthens your organization’s security posture. Bitwarden supports multiple 2FA options for logging into user vaults, and goes a step further by offering a built-in authenticator for securing your team’s stored logins.
What to test:
Step 3
Drive engagement and adoption by highlighting time savings
As you roll out Bitwarden across your organization, focus on these three high-impact areas that deliver immediate time savings. Focusing on these features will help you build a compelling use case for your end users, helping with a more successful company-wide adoption.
3.1. Autofill across all sites
Autofill reduces login friction, cuts down on password reset requests, and helps users experience the value of Bitwarden from day one.
Tip: Deploy autofill across commonly visited internal and external websites; from there, compare time spent logging in manually and with Bitwarden autofill. Resource: https://bitwarden.com/help/auto-fill-browser/
3.2. Eliminate password resets
The average employee spends 11 hours per year just remembering or resetting passwords. At scale, this strains IT resources and hampers productivity. Bitwarden empowers users to securely store and retrieve credentials, reducing forgotten passwords and help desk tickets.
Tip: Have users store critical work logins in the vault and practice retrieving them. Test “forgot password” scenarios. How often are they still needed when using Bitwarden?
3.3. Secure credential sharing
If your team is still using sticky notes or spreadsheets, give them a better way to store and share login credentials with individual colleagues or entire teams.
Tip: Have end-users practice moving credentials to organization collections and between collections.
Resources:
Step 4
Showcase security improvements
4.1. Remove weak, reused passwords
Bitwarden helps users adopt stronger password habits by making secure behavior the path of least resistance. Built-in tools for generating and updating credentials reduce password reuse and encourage long-term security improvements across the organization.
Resources:
Use Vault Health Reports to identify and remediate vulnerable credentials.
4.2. Protect against phishing attempts
Bitwarden defends against phishing by matching login URIs in the browser extension. If a site’s domain doesn’t match the stored credential, Bitwarden won’t autofill, prompting users to double-check before entering sensitive info. Admins can configure URI match detection levels to fit their organization’s risk tolerance.
Resource: Understand URI match detection
Training and Deployment
Set the stage for a successful deployment
Join a live training or watch on-demand
Our weekly live demos and on-demand training options are a great place for you and your employees to build expertise.Educate users and set clear expectations
Educate end-users about the importance of adopting secure password practices (both at home and in the workplace) and communicate the steps in the deployment process so they can better prepare for change.Take advantage of the Help Center
The Help Center is your go-to destination for answers to your Bitwarden questions. Get even more support when you join the Bitwarden Community forums to share knowledge and tips with other security-minded users.