Prerequisites

• Admin permissions in Vanta
• Admin Permissions in Bob
  • Permissions in Bob can be checked by navigating to your Profile, and clicking on the 'Permissions' tag next to the action dropdown
    

Procedure

• In your Vanta dashboard, navigate to the Integrations page and click on the 'Available' tab. Search for Bob, then click 'Connect'
  
  
  Note: The connection module will appear with redirect links to the Bob dashboard, allowing you to Login
  
  
• In the Bob dashboard, click on 'Settings' button from the left hand menu, then 'Integrations'

• From the Integrations page, click on 'Service Users'

• Click on "New Service User

• In the popup, enter 'Vanta' for both the Service user name & Display name, then click next

• This will generate your API credentials.
  Important: Copy both the ID and Token but do not save them in Vanta yet. There is no way to retrieve the Token again so be sure to paste it in a notepad where it can be deleted afterwards.

• Once you have copied the ID & Token, click Done. Click on the 'Settings' icon from the left menu, then 'Permissions Groups'.

• Click on 'Create Group'

• Enter the group name as 'Vanta Permission Group'
  Under 'Group Members' enable 'Select people by Condition' > click on 'Edit'

• The condition 'Lifecycle status' will be added by default. Hovering near the last box should give you a delete option > Delete this condition

• Click on the dropbox under 'Add Specific Employees', and search for the Vanta user previously created. Select and click apply.

• Then click the apply button again and click 'Create' to create the group. You'll receive a prompt to confirm that you're adding 1 person to this group, which you can confirm.

• You should be automatically redirected to the settings for the new group. Click on the tab 'Peoples Data', then under the Access Rights section click on 'People'

• Enable the following permissions (some of these permissions may already be enabled by default): 
  
  
  • View selected employees' About sections
  • View selected employees' Basic info sections
  • View selected employees' Lifecycle sections
  • View selected employees' Work sections
  • View selected employees' Work contact details sections
    
    
    
• Click Save. You will be presented with a summary of changes that you can review and cross check that everything has been set correctly. Click Apply

• Navigate back to Vanta, and enter the Service ID & Token previously generated, then click store token. You should be presented with a pop-up confirming the connection with an option to configure scope

Additional Resources

• Migrating your HRIS System
• People Page
• How Does a Person's Employment Status get Determined?