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.
- Go to People
- Go to Checklists
- Select desired checklist
- Go to Offboarding tasks
- Click +Add Custom Task
- Add details of Custom task and click Create:
- Once task is created, the section can be toggled on, select the task and add a start date for the task
- Click Save checklist