Enterprise Cloud Implementation Checklist

With cloud hosting, Bitwarden manages the infrastructure, security, and operational responsibilities. Use this checklist to understand the organizational and user management requirements for cloud deployments.

• Determine cloud server region (US, EU)

• Choose authentication strategy (Email or SSO via identity provider)

• Select encryption type (Master Password or Trusted Device)

• Define user provisioning approach (Manual, Directory Connector, SCIM, Just-in-Time SSO)

• Define vault ownership strategy (Individual vaults vs. Organization-only)

• Identify user groups for rollout phases

Select key roles:

• Project lead

• Identity provider admin

• Executive sponsor

• Security and compliance admin

• Support/help desk admin

• Device management admin (for client deployment)

• Business continuity admin

• Directory/user management admin

• Choose between SSO integration or Bitwarden authentication

• Select provisioning method (SCIM, Directory Connector)

• Identify regulatory compliance needs (HIPAA, SOC2)

• Plan user roles, permissions, and organizational structure

• Define access control policies

• Identify Organization Owner(s) (recommend two for redundancy)

• Add additional administrators to the organization

• Configure enterprise policies (before user invitation)

• Select collection management settings

• Create collections for administrators and users to share

• Create groups for managing users

• Assign collections to groups

• Test 'Read Only' and 'Hide Password' options

• Add test items to collections

• Enable SCIM provisioning in admin console

• Configure identity provider

• Map user attributes and group memberships

• Test SCIM synchronization

• Download and install directory connector

• Configure sync filters, user/group mappings

• Complete final security review and sign off from stakeholders

• Set up production monitoring and alerting systems

• Coordinate with network and security teams for go-live

• Monitor system performance and adoption metrics

• Conduct post-implementation review with stakeholders

• Plan ongoing maintenance and update procedures

• Document lessons learned and process improvements

• Schedule regular security audits and policy reviews

• Develop communication plan for organization

• Create timeline for rollout announcements and milestones

• Prepare exec updates on security benefits and ROI

• Schedule admin and end-user training

• Plan ongoing communication and feedback channels

• Set up support processes and escalation procedures