This guide has everything you need to sign up for a Starter, Team, or Business plan and deploy it to your organization in seven steps. You’ll learn how to access the Admin Console, what security settings to choose, and how to add and onboard your plan members to Dashlane.
Step 1: Choose a Starter, Team, or Business plan
If you’re ready to purchase a plan and you know which plan you want:
If you’re ready to purchase a plan, but you don’t know which plan you want:
If you’re not ready to purchase a plan yet:
- Learn about Dashlane for businesses
- Start a Team or Business plan free trial
- Request a demo with our sales team
- Contact us with questions
Step 2: Log in and open the Admin Console
Once you sign up for a plan, you can access the Admin Console:
- Download the Dashlane extension.
- Select the Dashlane D icon in your browser’s toolbar and enter your admin Master Password if prompted.
- In the extension pop-up, select More and then Open the Admin Console.
More about using the Admin Console
Step 3: Choose security settings for your plan
Dashlane has many customizable security settings. Here are our top recommendations for security settings you might want to turn on before you deploy:
- You can force logins that members store in Dashlane into a Business Space, separate from their Personal Space, which will make those logins easier for you to track and secure. In the Admin Console, select Settings and then select Policies. For Business space domains, enter any domains associated with your organization and turn on Move company items to Business Space.
- You can automatically revoke access to anything in a member’s Business Space if you remove them from your plan. In the Admin Console, select Settings and then select Policies. Turn on Remove company items for revoked users.
We recommend that you get familiar with the settings and policies and turn on anything else that’s right for your organization’s security.
More about each policy and what it does
Step 4: Invite plan members
To invite new members to your plan from the Admin Console, select Users, Add users, and then add their emails. You can also bulk invite members with a CSV or TXT file.
More about inviting members to your plan
You can also invite members to your plan with Microsoft Active Directory (AD).
Configure AD Directory Sync with Dashlane
If you’re an admin of a Business plan, you can invite members by integrating Dashlane with your Identity Provider (IdP). This is not available to admins of Starter or Team plans.
- Set up SSO and SCIM with Azure AD
- Set up SSO and SCIM with Okta
- Set up SSO and SCIM with JumpCloud
- Set up SSO with ADFS
- Set up SSO with Google Workspace
If you need to add more seats to your plan before you can invite new members, you can add them in the Account tab of the Admin Console or while inviting new members.
More about adding seats to your plan
Step 5: Add more admins and create groups
We recommend that you have more than one admin on your plan. To add an admin in the Admin Console, select Users, select the gear icon for the member you want to add as an admin, and select Change user rights.
More about adding an admin to your plan
Create Dashlane sharing groups so you can securely share logins and Secure Notes with specific groups of plan members.
More about creating and managing sharing groups with Dashlane
Groups can also be created and managed through an Identity Provider (IdP), if you use one.
Step 6: Onboard your plan members to Dashlane
When members are added to your plan, they see prompts that help them learn to use Dashlane. In addition, here are our top recommendations to onboard them and help them learn:
- Send welcome materials to your plan members:
- Create or update your organization’s password policy to include Dashlane.
Check out our blog post about creating a password policy that members will follow
- Ask your plan members to turn on the admin-assisted recovery setting. If they don’t, they might not be able to access their account if they ever forget their Master Password.
For admins: Manage admin-assisted recovery
Tip: Still worried that members might forget their Master Passwords? Ask them to download and log in to the Dashlane mobile app. If members turn on biometrics and Biometric recovery in the mobile app, they can reset their Master Password using their fingerprint or face.
More about Master Password reset with biometric recovery
You can also use GPO (Group Policy Object) to simplify onboarding for plan members:
Use GPO to disable other password managers that members might be using, like Chrome, Edge, or Firefox.
Disable password managers with GPO
When members accept their invite to Dashlane, they are prompted to download the extension. However, you can deploy the Dashlane extension to your entire organization at once using GPO.
Deploy the Dashlane extension using GPO
Step 7: Become an expert admin
After you deploy, we recommend checking out these resources to help you get the most out of Dashlane and your admin role: