The following Help Center article is for Vanta's Managed Service Providers. For additional questions, email the Vanta Partner Team at msp@vanta.com
Instructions
Step 1: Customer initiates the transfer in-app. The customer goes to the "Settings" icon in the top right-hand corner of the customer account. From the "Users and permissions" page, click on the "Managed Service Provider" section and select "Transfer Account".
Step 2: Next, enter the MSP admin’s email address and select Transfer to MSP partner. This email will be given by the MSP. This will send an invitation email to the MSP admin.
Step 3: The MSP Admin receives an email and is prompted to review the request in their MSP Console by selecting Review in Vanta.
Step 4: From the Requests tab, the MSP can choose to Accept or Reject the request. If an MSP accepts the request, they must agree and accept the support and billing requirements. Please note that all new customer accounts transferred into the MSP console are subject to a one year contract with monthly billing.
Step 5: Upon accepting, the customer account will show up in the MSP’s Console. The MSP’s admins will have admin-level access to the customer instance and will be able to manage/co-manage with the customer.
Updated