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Dashlane deployment guide for admins

Welcome to Dashlane! You’re one step closer to total password protection. This article leads you through the three phases for rolling out Dashlane to your plan members with and without SSO and includes all the information you need. If you have questions or need help, please contact Customer Support.

Dashlane Team Rollout (non-SSO)

Dashlane Team plan members will create and use a Master Password to sign in to Dashlane. If you would like them to log in with SSO, please follow the steps in the Dashlane Business Rollout (SSO) section.

Phase 1: Getting started

  1. Sign up for a Dashlane trial: Create your trial account and first admin account. You'll have 14 days to explore Dashlane and invite up to 500 members.
  2. Request a demo with our sales team (optional): Our Sales and Customer Success departments can assist with a demo and training and work with your procurement department.
  3. Download the web extension.
  4. Access the Dashlane Admin Console: Once logged in to 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.
  5. Set up Dashlane Policies: Setting Dashlane policies to match your desired outcomes ensures your organization is set up for success from day one.
  6. Invite trial users using your chosen provisioning method:

    We recommend selecting users from across your business to get the most out of your trial.

Phase 2: Prepare for deployment

  1. Update your Company password policy: Password security is an integral part of a company security policy. Update your company security policy to include securely storing company accounts in Dashlane.
  2. Sign up for plan admin training: Sign up for our regular training opportunities or contact our Sales and Customer Success departments to request a demo or schedule training if you haven't been in touch yet.
  3. Send Welcome Materials to users:

    For more educational materials, visit our Resource Library. We're always adding more resources, so please bookmark it and check back often.

    Resource Library

Phase 3: Deploy into production

  1. Deploy Dashlane Extension: During onboarding, Dashlane prompts users to install the extension for their browser, but you may want to deploy the extension on behalf of the users. You can find the extension IDs and the ADMX (XML‑based administrative) template file requirements in the GPO Deployment Guide.
  2. Disable browser-based password managers: Fully secure your business by disabling the personal password managers packaged in each browser.
  3. Monitor your company Password Health score from the Dashlane Admin Console.

Dashlane Business Rollout (SSO)

Dashlane Business plan members will use their existing SSO credentials to log in to Dashlane. Admins will continue to use a Master Password to log in to their accounts. If your users will not be logging in with SSO, please follow the steps in the Dashlane Team Rollout (non-SSO) section.

Phase 1: Getting started

  1. Sign up for a Dashlane trial: Create your trial account and first admin account. You'll have 14 days to explore Dashlane and invite up to 500 users.
  2. Request a demo with our sales team (optional): Our Sales and Customer Success departments can assist with a demo and training and work with your procurement department.
  3. Download the web extension.
  4. Access the Dashlane Admin Console: Once logged in to 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.
  5. Set up Dashlane Policies: Setting Dashlane policies to match your desired outcomes will ensure your organization is set up for success from day one.
  6. Learn about integrating Dashlane with your Identity Provider for SSO and SCIM directory sync. To set up SSO and SCIM, follow the steps for your identity provider:
  7. Invite trial users using your chosen provisioning method:

    We recommend selecting users from across your business to get the most out of your trial.

Phase 2. Prepare for deployment

  1. Update your Company password policy: Password security is an integral part of a company security policy. Update your company security policy to include securely storing company accounts in Dashlane.
  2. Sign up for plan admin training: Sign up for our regular training opportunities or contact our Sales and Customer Success departments to request a demo or schedule training if you haven't been in touch yet.
  3. Send Welcome Materials to users:

    For more educational materials, visit our Resource Library. We're always adding more resources, so please bookmark it and check back often.

    Resource Library

Phase 3: Deploy to production

  1. Deploy Dashlane Extension: During onboarding, Dashlane prompts users to install the extension for their browser, but you may want to deploy the extension on behalf of the users. You can find the extension IDs and ADMX (XML‑based administrative) template file requirements in the GPO Deployment Guide.
  2. Disable browser-based password managers: Fully secure your business by disabling the personal password managers packaged in each browser.
  3. Monitor your company Password Health score from the Dashlane Admin Console.
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