Integrating with Ironclad
From the integrations page, search for Ironclad in the Available tab
Select Connect
Ironclad uses OAuth to authorize Vanta
Log in using your Ironclad credentials, and select Allow access.
Once the connection is made, you will see the following message:
Configure Automated Access Approvals
From the Trust Center settings page, scroll down to the auto-approval section. Here, you can establish rules to automate the approval of requests to access your Trust Center.
Under Automatically approve access requests, select If request meets condition
From the dropdown, select:
Ironclad Record counterparty matches email
Ironclad Record counterparty matches email domain
Additional conditions can be added using the dropdown under "and." Support rules consist of any boolean field found in Ironclad and the record type.
Conditions can be removed at any time by selecting Remove.
Configure NDA Bypass
Non-disclosure agreements can be enabled from the Trust Center settings page if you would like viewers to sign an NDA through an integrated platform or a click-wrap NDA. Viewers can bypass the NDA if their requests meet specific conditions through the Ironclad integration.
From the If request meets condition dropdown, select:
Ironclad Record counterparty matches email
Ironclad Record counterparty matches email domain
Add any additional properties as needed.
This will allow users who meet these conditions to access the requested resources without signing any established NDA.
Viewing Auto-confirmed Requests
Viewers who meet the conditions of your auto-approval will be added to your Viewers granted access tab.
From here, you can select the three-dot menu and:
Edit access: set expiration, require an NDA, change access level, add access to additional resources
Revoke access: Remove the viewer's access to resources
Send access reminder: Remind the viewer they have access to resources in your Trust Center
Trust Center Viewers Granted Access through Ironclad
If users view the Trust Center and were granted access through Ironclad, the Ironclad logo will appear next to their name.