The access file uploader template will help consolidate your data and streamline your Access Review for systems from which Vanta cannot retrieve access data. This process allows Vanta to be the single source of truth for you, your reviewers, and your auditor.
Using the File Uploader Template
Download the Vanta Access File template
Make a copy of the template, and title the file "Access File - [Your Company Name] - [System/Platform Name].csv
The table below will detail the required fields and the corresponding information.
Access to the system that does not integrate with Vanta
Retrieve the account access list & data. This may be an access export file, a screenshot, or a simple copy and paste. Populate the newly saved file with the required information.
Capitalization differences are allowed.
Extra spaces are not allowed.
Field | Required | Accepted Values | Purpose |
Account name | Yes | Character string | Use this field to capture the name of the account to be reviewed |
Account owner | No |
| Indicate who this account belongs to at your company by entering their email address. If the owner is someone outside of your company, enter “External user”. If there is no owner, leave it blank or enter “No owner” or “Not a person”. |
Role | No | Character string | Use this field to indicate the role(s) of the associated account. If there are multiple roles for an account, separate them using a comma (e.g. "role 1, role 2, role 3"). Note that role(s) cannot be edited or added after starting your access review |
Status | Yes |
| Use this to tell if the account is active |
Once the Access File is complete, you can upload it to your Access Review. Go here to read more about creating an Access Review.