Approving a Policy

Growth, Scale, Enterprise customers support the ability to designate multiple approvers. Customers using these editions can assign up to 5 steps of approval, with each step allowing up to 3 approvers.

After uploading, editing, and reviewing a policy, the last step before it is ready for employees is to accept it would be to have it approved.

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Policies can be approved by any Vanta user with admin or editor status. The policy approver can be anyone at the company, but it is suggested that the approver be the person in charge of enforcing the Policy. If the policy has any further questions about who can be an approver, please contact your auditor. 

 

Procedure

Submit a Policy for Approval

For a brand new policy:

  • Click on the 'not started' policy on the policies page
  • Click 'get started' or 'import an existing policy'
  • On a following page you will be able to select the owner and approver for that policy.
  • Select approver from the dropdown list. The approver can be yourself, or a different user. Ensure the user is a Vanta admin or editor. Standard users will not be able to approve policies.  

For Growth, Scale, and Enterprise customers: You now have the ability to add up to 5 steps of approval, with each step supporting up to 3 approvers.

 

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Selecting an approver when renewing an existing policy

  • On the policies page, select the policy that needs to be renewed or select to create a new version.
  • If renewing, the option to select an approver will appear in the dropdown:
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For Growth, Scale, and Enterprise customers: You can assign multiple approvers and add up to 5 steps of approval, with each step allowing up to 3 approvers.

  • If you are creating a new version, you will have the option to 'submit for approval' in the upper-right hand corner of the page.
  • If you are the approver, click Next, and review the groups of employees that will be assigned the Policy
  • If selecting a different user, the assignee will receive an email about this approval request. They will be able to see the approve button once logged in with their Vanta account. To make edits to this Policy, Policy the approval request.
  • Review the groups of employees that will be assigned the Policy 
  • Select Submit

Approve a Policy 

  • Click on the Review in Vanta link in the e-mail sent to your inbox


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  • Sign in with your company's login option 
  • Click View File and review the Policy 
  • Click Approve

For Growth, Scale, and Enterprise customers: If multiple approvers are assigned, each approver will review and approve the policy according to their step in the process. All approvers must approve before the policy is ready for employees to accept.


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Once the Policy is approved, it is ready for employees to accept.

 

Cancel Approval Request

  • Click on the completed Policy from the policies page
  • Click the ... 
  • Click Cancel Approval Request Screen_Shot_2023-04-07_at_8.52.09_AM.png

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