Vanta’s Accounts feature provides a unified view of Trust Center and Questionnaire Automation activity by letting you group viewers, subscribers, and questionnaires into prospect or customer profiles.
Managing Accounts
In the Customer Trust section of your account, you can add accounts from the Accounts page, then assign viewers or questionnaires to those accounts from the Trust Center or Questionnaires pages. Viewers, subscribers, and questionnaires are not automatically added to accounts based on email domain—you must add them manually.
Adding Accounts
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
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 |
|
Access requests |
|
Subscribers |
|
Adding Questionnaires
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.
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 viewers, subscribers, and questionnaires belonging to the account.
Accounts Overview
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 status (if the NDA setting is turned on on the Settings page)
Auto-approval status
Active Trust Center viewers
Number of questionnaires associated with the account
Last active date to understand recent engagement
Individual Accounts
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 views gives you a full picture of how an account is engaging with your Trust Center content and security questionnaires, including:
Tab | Description |
Overview |
|
Trust Center viewers |
|
Trust Center subscribers |
|
Questionnaires |
|
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)
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 Customer Trust > Settings and then adjusted per account.
Outcome | How to achieve outcome |
I want all viewers in an account to sign an NDA |
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I want one viewer to sign an NDA that applies to the whole account |
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I don’t want to require an NDA for this account |
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I want to change the NDA setting within an account, but there's already a signed NDA |
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From Customer Trust > Settings, you can also configure email-based and domain-based rules to allow viewers to bypass NDAs.
Auto-Approvals
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 Customer Trust > Settings.
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.