How to Approve a Policy

  • Updated

After uploading, editing, and reviewing a policy, the last step before it is ready for employees, is to approve the policy.

Screen_Shot_2023-04-07_at_8.33.31_AM.png

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 the approver be the person who is charge of enforcing the policy. If you have any further questions about who can be an approver, please connect with your auditor. 

 

Procedure

Submit a Policy for Approval

  1. Click on the completed policy from the policies page
  2. Click Submit for Approval 
  3. Then select approver from the dropdown list. The approver can be you, or a different user. Make sure the user is a Vanta admin or editor, or else the user will not have the proper access to approve the policy. 
    Screen_Shot_2023-04-07_at_8.34.30_AM.png
  4. If selecting yourself as the approver, click Next, and review the groups of employees that will be assigned the policy and click Approve

    If selecting a different user, they 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, cancel the approval request.

    Review the groups of employees that will be assigned the policy and click Submit

Approve a Policy 

  1. Click on the Review in Vanta link in email sent to your inbox
    Screen_Shot_2023-04-07_at_8.45.23_AM.png
  2. Sign in with your company's log in option 
  3. Click View File and review the Policy 
  4. After reviewing, click Approve
    Screen_Shot_2023-04-07_at_8.49.58_AM.png

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

 

Cancel Approval Request

  1. Click on the completed policy from the policies page
  2. Click the ... 
  3. Click Cancel Approval Request Screen_Shot_2023-04-07_at_8.52.09_AM.png

 

 

 

 

 

Additional Resources

Was this article helpful?

Have more questions? Submit a request