When offboarding a user, Vanta will automatically add all integrated vendors (monitored accounts), and ALL non-integrated vendors (unmonitored accounts) to the offboarding checklist for employees. The list of non-integrated vendors can be edited by checklist for groups and removed from the offboarding process.
Procedure
- Go to Personnel > People > Checklists
- Select desired checklist
- Go to Offboarding tasks
- Click +Add Custom Task
- Add details of the Custom task and click Create
- Once the task is created, the section can be toggled on, select the task, and add a start date for the task
- Click Save checklist