Skip to main content

Vanta Trust Center Implementation Guide

S
Written by Shannon DeLange
Updated this week

Vanta’s Trust Center helps you build transparency, accelerate sales, and reduce security questionnaire fatigue, all while showcasing your compliance posture. This 30-60-90 day implementation guide walks you through key milestones to get the most value from your Trust Center as quickly as possible. Use this roadmap to guide your implementation. Remember, your Vanta Customer Success team is here to support you every step of the way.

Interested in learning more? Attend a live training!

Trust Center Key Terms Glossary

Term

Definition

Trust Center

A public- or access-controlled webpage hosted by Vanta where companies showcase their security and compliance posture, helping reduce manual responses to security questionnaires.

Resources

Security and compliance documents, including SOC 2 reports, ISO certifications, penetration tests, and privacy policies, are uploaded to the Trust Center.

Compliance Badges

Visual indicators that show which frameworks and certifications the company complies with (e.g., SOC 2, ISO 27001, GDPR).

Controls

Specific security or compliance practices your organization follows (e.g., encryption, access control). These can be displayed to show how risk is managed.

Sub-processors

Third-party vendors or service providers that process customer data on your behalf. Required for many compliance disclosures (e.g., GDPR).

Data Collected Section

A summary of the types of personal or sensitive data your company collects helps visitors understand your data practices.

FAQs (Frequently Asked Questions)

Optional section for addressing common customer concerns around security, privacy, and data practices.

CTM Tagging (Custom Trust Metadata)

A tagging feature that lets you categorize Trust Center content by product, region, data type, or audience, is helpful for large or complex organizations.

NDA Workflow

A process that restricts access to specific resources in the Trust Center until a visitor signs a Non-Disclosure Agreement (NDA). Supports Clickwrap or DocuSign.

Access Approvals

A feature that routes Trust Center access requests to an internal approver (e.g., security team) for review before granting access.

NDA Bypass

A setting that allows certain users (e.g., from trusted domains) to bypass NDA signing and gain immediate access to gated content.

Revenue Influenced Report

A report that tracks how many sales or opportunities were accelerated or supported by the Trust Center, demonstrating ROI.

Custom Domain

Hosting the Trust Center under a branded subdomain (e.g., trust.yourcompany.com) for a more seamless customer experience.

Clickwrap NDA

A lightweight NDA signature method where users agree to terms by clicking a checkbox or button, faster than traditional e-signature flows.

DocuSign NDA

A more formal e-signature workflow is used to sign NDAs before accessing restricted content in the Trust Center.

Trust Center UI Customization

Branding options for your Trust Center, including header image, company logo, colors, typography, and descriptive text.

Internal Rollout Plan

A document or process outlining how internal teams (e.g., Sales, Support) will use and share the Trust Center.

Access Request

A visitor-initiated request to access gated content on your Trust Center. May be subject to approval or NDA signing.

Trust Center Discovery Assessment

A guided checklist used during implementation to define your content strategy, access workflows, and launch plan.

Knowledge Base (KB)

A library of documents, FAQs, and other content is uploaded to the Trust Center to support customer due diligence.

Publishing Workflow

The internal process for reviewing and approving updates to the Trust Center (e.g., adding new audit reports or controls).

Trust Center Launch

The moment your Trust Center goes live, it typically includes promotion to internal teams and external stakeholders.

Public vs. Private Access

Defines whether Trust Center content is openly available to anyone (public) or gated behind NDA or access approval (private).

Trust Center ROI

A measurement of the value delivered by the Trust Center, often in the form of time saved, reduced questionnaire volume, or revenue supported.

30-60-90 Day Plan

First 30 Days: Configuration

You’ll lay the groundwork and begin delivering value by setting up your Trust Center and preparing for launch.

What you’ll achieve:

  • Settings are configured (e.g., NDA workflows, integrations)

  • Knowledge Base content is uploaded and organized

  • Your Trust Center UI is customized to match your brand

First 60 Days: Rollout Planning

Now that your Trust Center is set up, it’s time to plan how you’ll introduce it to customers and internal teams.

What you’ll achieve:

  • A public rollout strategy is developed

  • Stakeholders aligned on sharing and maintaining the Trust Center

First 90 Days: Launch & Operationalize

You’ll go live and begin using your Trust Center to support customers and accelerate deals.

What you’ll achieve:

  • Trust Center is publicly deployed

  • Customers and prospects are actively accessing your Trust Center

First 6 Months: Optimize & Measure

You’ve been live for a few months, now ensure your Trust Center is delivering ROI and continuously improving.

What you’ll achieve:

  • Regular knowledge base upkeep is established

  • Success metrics and ROI are reported to stakeholders

  • Stronger Security and Sales partnership drives revenue growth

Stage 1: Discovery

Goal: Understand your success criteria and internal processes to ensure the Trust Center aligns with your goals.

Benchmarks:

  • Completed Trust Center demo

  • Success criteria and stakeholders identified

  • Trust Center Discovery Assessment completed

Steps:

  • Attend Trust Management live training to define goals and see Trust Center in action. Register here.

  • Align your team on:

    • Types of content you’ll share (e.g., audit reports, policies), NDA workflow preferences

    • Who will manage access and updates

    • Trust Center design preferences. Vanta’s Trust Center gives you full customization of branding, including logos, font, and colors.

Stage 2: Setup

Goal: Build your Trust Center foundation and customize the user experience.

Benchmarks:

  • At least one piece of content has been uploaded

  • NDA workflow configured

  • UI customized and approved

  • Trust Center integrations live (CRM, NDA tools, etc.)

Steps:

    • Audit reports, policies, sub-processors, FAQs, and data collection info

  • Add compliance badges and custom controls

  • Set up tagging - optional: Tagging can be helpful for large organizations with subsidiaries, or multiple products (e.g., by product, deployment, region)

  • Customize the Trust Center look & feel:

  • Integrate tools like:

    • CRM (Salesforce, HubSpot)

    • NDA provider (DocuSign or clickwrap)

    • Configure features like:

    • Access Approvals

    • NDA Bypass

    • Revenue Influenced Reporting

Stage 3: Launch Preparation

Goal: Prepare for launch and ensure workflows are tested and ready.

Benchmarks:

  • At least one access request has been tested internally

  • Trust Center hosted at a custom domain (if applicable)

Steps:

Stage 4: Deployment

Goal: Officially launch your Trust Center and roll it out to teams and customers.

Benchmarks:

  • Internal rollout plan in place

  • Trust Center is publicly accessible

  • External sharing has begun

Steps:

Stage 5: Operating

Goal: Drive consistent adoption and establish long-term value.

Benchmarks:

  • Trust Center is used as a first stop for customer security reviews

  • Access request volume increases

  • Revenue influenced by the Trust Center is being tracked

Ongoing Priorities:

  • Use the Trust Center as the default response to security inquiries

  • Ensure access reviews and workflows are functioning efficiently

  • Collaborate with Sales to tie the Trust Center to the influenced pipeline

Stage 6: Optimize & Report

Goal: Maintain your Trust Center and showcase its business impact.

Benchmarks:

  • Maintenance plan in place (quarterly reviews recommended)

  • Trust Center is cited in ROI and sales enablement reports

Steps:

  • Establish a recurring review process (owners, timelines, update expectations)

  • Monitor usage and completion rates for Access Requests

  • Track revenue-influenced metrics from Vanta

  • Share success stories and KPIs with stakeholders