Client Browser Profile Installation

TODO: We should replace this with the new EDGE Workspaces. They are synced!

Who

Any delivery team member who needs access to a client tenant.

This step allows you:

to get access to the client tenant in one click
share the 1pw extension, bookmarks and other settings for a client with team members
distinguish the client from other clients and separate profiles cleanly among clients

Access to 1password
Access to the client's vault
1password desktop app installed on your computer (optional, but makes things easier)
Edge installed

If you don't have access to 1pw, ask the Security Officer.

in Microsoft Edge, click on the profile icon
click on Manage profile settings
add profile
Add
Select Add New Account
Click on Sign in to sync data
In 1password, select the vault of the client
Go to the tech user
Use the credentials (including the token) to log in
In the last step, if the system asks you to add the profile, select No, sign in to this app only. This will restrict the client account to this browser profile only. It will prevent you from having dozens of client logings configured on your computer that will compete for logins.
Go to profile settings again and give the client profile the name of the client code #xxx
Do NOT change the picture, as this will be synced from Microsoft 365
Go to Appearance and select a color or theme.
Install the 1pw browser extension (you may get the one from the Chrome store)
Log in
Select the vault of the client
make 1pw the default extension
pin the extension

TODO: create browser profile per client and install the same theme for each team member

NOTE: Profile name, theme and appearance are currently not synced by Edge.

Once you successfully have run through this, you have:

A browser profile for the client, named with the client code
The browser profile is synced with your team mates (may not be possible, depending on the client's tenant settings)
The 1password extension is installed, and you are logged in with your 1password credentials