5 Steps to a Successful LastPass Business Trial – LastPass Set Up Guide

Ready to roll out LastPass Business? While LastPass Business offers admins flexibility, with the option to customize many aspects of the product experience, we recommend starting your deployment with a few simple steps. When you launch your admin dashboard, we’ll walk you through an essential checklist so that rollout is smooth and efficient.

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1. Integrate your directory

To stay in sync and provision LastPass accounts, integrate your existing Directory service, such as Microsoft Active Directory. All changes to your Directory are reflected in the Users section of your LastPass admin dashboard.

Pro tip: Once users are imported to LastPass, you can assign them to roles and groups so you can manage policies, privileges, and access with ease.

2. Set policies for individuals, groups, or everyone

Enabling policies before inviting users ensures that any important rules or restrictions are in place before employees start using it. Policies are available for SSO, MFA, and the password manager. Create policies that control how, where, and when SSO apps function, as well as when and where MFA is required. Set parameters for usage of the password manager and the passwords stored in it.

Pro tip: Apply policies to the entire organization or specific groups, users or apps.

3. Configure MFA

Activating MFA early ensures you have it configured the way you want and sets expectations for employees. To require MFA for an application, select “Step-Up Authentication” during configuration under Advanced Settings.

Pro tip: Enable MFA policies so the appropriate requirements are in place before employees start logging in. If you are looking to add granular policies for MFA, such as geofencing or IP address policy, consider adding LastPass MFA to your account.

4. Add and sign in to your first SSO application

Add up to three single sign-on apps from our extensive app catalog or configure your own SAML-based app.

Once configured, launch your SSO application from your My Cloud Apps dashboard.

Pro tip: Prioritize frequently-used apps so you can easily assign them when you’re ready to invite employees to get started. If you have more than three single sign-on applications, consider adding LastPass SSO to unlock access to an unlimited number of SSO apps.

5. Invite employees to get started

With the right controls in place, apps ready to be assigned, and user profiles in LastPass, it’s time to send out invitations and begin the onboarding process. Be sure to communicate ahead of time when employees can expect to see their invite, and schedule training sessions to show them how to get the most out of their new tools. A well- thought out communication and training program will ensure adoption is high and employees are satisfied!

Pro tip: Consider gamifying the onboarding process to increase engagement; for example, departments can compete to sign up the fastest in order to win a prize.

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