New customer deployment checklist
The following checklist will help you get your new customers setup quickly.
Written by Owen Parry
Updated at September 30th, 2024
Table of Contents
Step 1 – Create a New Company
Create a new company in the Password Boss Partner Portal using a unique email address and password using the Adding Customers Guide.
Step 2 – Check Connectivity
Users will need access to the Password Boss app and portal resources.
| Address | Port |
|---|---|
| api.passwordboss.com | 443 |
| app-updates.passwordboss.com | 443 |
| app-updates2.passwordboss.com | 443 |
| portal.passwordboss.com | 443 |
| app.passwordboss.com | 443 |
Step 3 – Create Users
When Creating Users
There are two ways to create users for Password Boss. You should communicate before adding users so that they know they will receive an email from Password Boss with instructions on where to sign in (WebApp) or an email with a temporary password and application installation instructions (Desktop version).
Creating a new User account via the Portal - Following the Instructions to add one or many users to the portal via the Adding Users Guide
Creating new User accounts via Active Directory:
- For a local Active Directory domain: Setup the Active Directory Connector
- For a client that is using Azure Active Directory: Setup the Azure Active Directory Connector
Step 4 – Install Client App or WebApp for Admin User
Install the Password Boss app or sign them into the WebApp for the user account that created the org. Follow the best practices for installing the desktop version by installing the Password Boss Application. WebApp users will visit https://app.passwordboss.com to get started.
Step 5 – Review Security Policies
Review Security Policy recommendations with your customer and configure Policies that best protect your client in the Partner Portal. Recommendations can be reviewed here.
Security Policy Best Practice
At a minimum, we recommend to all clients the Online backups and device sync and Backup all business profile items - but you should review all options with your client to find what fits best.
Step 6 – Deploy Client Apps (Desktop Version Only)
Each device users will use to access their Password Boss account must have the client app installed. Multiple users can access their individual Password Boss account from the same device.
- If a user logs into their account for the first time from a PC, any passwords stored in the browsers will automatically be imported into their account. Password imports only happen automatically once per account and only on PC devices.
- Each time a new device is added to a user’s account, the user must enter a verification code sent to their email address into the app.
- For a Windows PC installation – admin rights are required for the initial installation, and .net 4.7.2 is required. For non-admin rights installation options, visit RMM Deployment.
Installation Best Practices for the Desktop Version of Password Boss (v5)
Follow the best practices for installation. Installing the Password Boss Application for instructions on:
- Manual Installations
- Deployments via an RMM Tool
- Scripted Deployments
The WebApp version does not require a Desktop client; just sign in on your favorite browser. Each new browser requires the user to verify it before it can be added to their account, with a verification code sent to the email address used to sign into the app.
Step 7 – Updating Client Apps (Desktop version only)
- On average, updates to the client apps are released every 2-4 weeks.
- PCs and Macs have built-in updaters that check for updates every four hours. When an update is available, it is automatically downloaded, and the user is prompted to install it.
- PC – Updater runs as LocalSystem and does not require users with admin rights for updates.
- RMM Tool - follow the best practice guide on updating via RMM tools
Updating the WebApp Version
The WebApp version of Password Boss is automatically updated each time the user signs into the WebApp site at https://app.passwordboss.com, no interaction is required by the user or administration to update it.