With Vanta, the default security requirements can be changed for all users or a subset of employees. For example, if you want contractors to have different needs than full-time employees, you can create a group for them.
Default Group
Personnel added to Vanta manually or through your Identity provider will be added to the default group.
We recommend using this group for security tasks that all personnel must complete and then creating new groups for subsets of employees requiring additional security tasks. People can belong to more than one group.
The group cannot be removed, but the name can be changed, and personnel can be removed or added to this group at any time.
Create Groups
Select People from the left-hand navigation panel
Select Groups
Click the Create New Group button
Provide a name, description, and point of contact; your personnel can contact this point of contact with any questions or concerns.
Select Create
Select Create
Once a group is created, you can assign security task lists
Copy Tasks from another Tasklist
If you would like to copy tasks from another task list, select the three-dot menu and choose Apply Task set
Assigning Tasks
Open the group you would like to assign security tasks to
Move through the list of options, adding requirements for your personnel
Onboarding Tasks
Policies
Requires personnel to agree to company policies
Trainings
Require personnel to complete security and privacy trainings
Device monitoring
Require personnel to have a computer that is monitored
Background checks
Require personnel to complete a background check
Custom onboarding task
Offboarding Tasks
Access removal
Require terminated personnel's access be deactivated from key systems
Custom offboarding task
Require admin to complete an offboarding task