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Dashlane deployment guide

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 users with and without SSO and includes all of the information you should need. If you have questions or need help, please contact Customer Support.

Contents

  1. Dashlane Team Rollout (non-SSO)
  2. Dashlane Business Rollout (SSO)

Dashlane Team Rollout (non-SSO)

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

Phase 1: Getting started

  1. Sign up for a Dashlane trial: Create your trial account and first administrator 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, click the D extension icon, click the three dots in the upper right corner, and click 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. 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 training: Sign up for our regular training opportunities or contact our sales and CS department directly 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!

Phase 3: Deploy into production

  1. Deploy Dashlane Extension: During onboarding, users will be prompted 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 users will use their existing SSO credentials to sign in to Dashlane. Administrators will continue to use a Master Password for signing in to their accounts. If your users will not log in with SSO, please follow the steps in Dashlane Team Rollout (non-SSO).

Phase 1: Getting started

  1. Sign up for a Dashlane trial: Create your trial account and first administrator 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, click the D extension icon, click the three dots in the upper right corner, and click 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. Configure Dashlane with SSO: Learn more about Dashlane zero-knowledge SSO and review the SSO end-to-end setup videos and documentation for your SSO 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 training: Sign up for our regular training opportunities or contact our sales and CS department directly 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!

Phase 3: Deploy to production

  1. Deploy Dashlane Extension: During onboarding, users will be prompted 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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