Customer Trust Accounts are the central company-level profile in Vanta's Customer Trust module. Each account represents a prospect or existing customer, and lets you group all of your Trust Center and Customer Commitments activity in one place. This makes it easy to understand your relationship with each account, control how they access your trust center content, and track the commitments you've made to them.

Adding accounts

Add an account manually from Customer Trust > Accounts.
Accounts can be created automatically when a viewer is added or an access request is approved via your connected Salesforce integration.
Add an account manually when assigning accounts to contracts and commitments.
Accounts can be created automatically by Vanta AI when contracts are imported.

Managing accounts

Each customer account can be associated with the following:

Trust Center viewers: People who have requested or been granted access to your Trust Center.
Subscribers: People who subscribe to Trust Center updates.
Questionnaires: Security questionnaires associated with the account.
Contracts and commitments: Contracts associated with the account and the commitments extracted from them.

Adding accounts

To add an account:

Go to Customer Trust > Accounts using the navigation menu in your account.
Click the Add account button.
Enter the account name and domain.
Choose your preferred NDA settings and auto-approval settings for the account.
Choose your preferred resource access settings for the account.
Click Save to create the account.

Adding viewers and subscribers

To add Trust Center viewers or subscribers to an account, go to Customer Trust > Trust Center and click through each tab:

Tab	Description
Viewers granted access	Click the ••• menu to move an existing viewer to an account.
Access requests	Click the checkmark to review viewer access requests and select an account.
Subscribers	Click the ••• menu to move an existing subscriber to an account. Click the Add subscriber button to add a new subscriber and select an account.

Adding questionnaires

To add questionnaires to an account, go to Customer Trust > Questionnaires:

Click the ••• menu to move an existing questionnaire to an account.
Click the Add questionnaire button to add a new questionnaire and select an account.

Adding contracts and commitments

If you use Customer Commitments, you can link related contracts and commitments to accounts.

Viewing account activity

From Customer Trust > Accounts, you can see engagement across all accounts at a glance, then drill into a specific account to see details.

Accounts overview

The Accounts page displays a spreadsheet-style view of all accounts. This view makes it easy to scan activity across your customer trust program, including:

Account name and domain
NDA and auto-approval status (depending on your account-level settings)
Active Trust Center viewers
Number of questionnaires associated with the account
Number of contracts associated with the account
Last active date a linked viewer interacted with your Trust Center

Individual accounts

Clicking an account from the Accounts page opens a detailed view with multiple tabs so you can understand all interactions tied to that account. This view gives you a full picture of how an account is engaging with your Trust Center content and security questionnaires, including:

Tab	Description
Overview	Account name and domain, tags, and account-level settings
Viewers	All Trust Center viewers associated with the account and viewing activity
Subscribers	All Trust Center subscribers tied to the account and subscriber activity
Questionnaires	All questionnaires linked to the account and questionnaire status
Contracts	All contracts associated with the account
Commitments	All commitments associated with the account

Account-level settings

Account-level settings let you set NDA requirements and auto-approval behavior for each account, giving you finer control over how customers and prospects access your Trust Center.

Non-disclosure agreements (NDAs)

You can manage whether an account must sign an NDA to access your Trust Center, or whether a single NDA signature applies to the entire account.

NDA requirements can be configured globally from your settings and then adjusted per account. In your account header, click the Settings icon. In the Settings page menu, scroll to the Features section, select Customer Trust, and go to the Trust Center tab.

Outcome	How to achieve outcome
I want all viewers in an account to sign an NDA	Go to Settings > Customer Trust and turn off “Allow accounts to satisfy the NDA requirement on behalf of viewers.” This setting is global—turning it off applies to all accounts and removes the ability to disable NDA requirements at the account level.
I want one viewer to sign an NDA that applies to the whole account	Go to Settings > Customer Trust and turn on “Allow accounts to satisfy the NDA requirement on behalf of viewers.” In the account, choose Enable NDA requirement.
I don’t want to require an NDA for this account	Go to Settings > Customer Trust and turn on “Allow accounts to satisfy the NDA requirement on behalf of viewers.” In the account, choose Disable NDA requirement.
I want to change the NDA setting within an account, but there's already a signed NDA	You cannot change the NDA requirement while an NDA is signed for the account. In the account, choose Mark NDA as invalid to reset the NDA status. After resetting, you can enable or disable the NDA requirement again.

From Settings > Customer Trust, you can also configure email-based and domain-based rules to allow viewers to bypass NDAs.

Auto-approvals

You can control whether access requests from a specific account should be automatically approved.

Account-level auto-approval works alongside your global auto-approval settings and gives you more granular control over how different customers or prospects access your Trust Center content.

To manage auto-approval settings for an account:

From the Accounts page, select the account you want to manage.
Next to Trust Center access, click the pencil icon to manage Auto-approval.
- On: Automatically approve all access requests from viewers in this account.
- Off: Follow your global auto-approval rules as configured in Settings > Customer Trust.

If you’re using Salesforce or Hubspot to manage auto-approval, CRM-based auto-approval uses CRM account data to approve requests, while account-level auto-approval uses the viewer’s email domain. If CRM auto-approval is enabled, it continues to work alongside account-level settings.