Creating a Custom Access Level in BambooHR

In your BambooHR account, please click on the gear icon in the upper right corner of the screen. This will take you to your settings page.
From there, select Access Levels from the menu on the left, and click on the Add + button, and select Custom Access Level.
On the first page that opens, name the Custom Access Level (such as Vanta Integration Permissions), and a description. Once completed, click Next Step
On the second step, What this Access Level Can Do, click on Next Step without changing anything.
On the third step What this Access Level Can See, you can set the View Only permissions for Vanta (see below for detail). This will allow Vanta specific attributes from BambooHR.
Please set the permissions under "See About Themselves" as follows:
- Select Yes, Allow Access
- Under Which Access Level should apply?, choose Full Access
Please set the permissions under See About Other Employees as follows:

Personal tab:
- Basic Info
  - View Only: Status, First Name, last Name
- Contact
  - View Only: Work Email
  - View Only: Home Email

Job tab:

Time off tab:

Click Save and Finish

Creating a non-employee User in BambooHR

In your BambooHR account, please click on the Gear icon in the upper right corner of the screen. This will take you to your settings page.
From there, select Access Levels from the menu on the left. This will show the access levels on your BambooHR account.
Select the Custom Access Level you created, then select the smaller gear cog with a dropdown arrow. From the menu, select Add a Non-Employee BambooHR User

On the page that opens, give the non-employee a name and an email that you or someone at your organization has access to, set the Access Level to the Custom level created for this integration, and hit save:

Once the user has been created, check the inbox for the account used to make the non-employee user a welcome email. Follow the steps to create a password for the user. This step is essential, as you must sign in to BambooHR with those user credentials to set up the Vanta integration!