Vanta Questionnaire Automation provides various tools for your cross-functional teams to collaborate on questionnaires and quickly deliver accurate answers.
Inviting your team
- Vanta has pre-defined permissions to assign to team members to assist you in the platform.
- The Trust Admin and Trust Collaborator roles are specifically designed for team members only working on security reviews in the Trust Center and Questionnaire Automation and do not need access to the rest of Vanta.
Assigning Questionnaires
A user can be assigned as the primary owner responsible for completing the questionnaire from start to finish.
- Add new questionnaire by selecting +Add questionnaire
- From the modal, add the necessary information, including the owner
- The user will be notified of the assignment
- Additionally, the owner can be changed anytime by clicking the owner avatar in the questionnaire table.
Assigning Individual Questions
Individual questions can be assigned to relevant team members to answer or review.
- Click on the desired questionnaire
- Locate the appropriate question and select the owner icon
- From here, assign or update the owner
- Admin, Editor, Trust Collaborator, or Trust Admin can be assigned to specific questions
Review Assigned Questions
- Open the questionnaire
- Filter the questions by owner
Approving Answers
Another team member can optionally approve answers before sharing the completed questionnaire.
- Go to the questionnaire where answers need to be reviewed
- Click the approve icon (Check mark)
- Only the Admin, Editor, and Trust Admin roles can approve answers. For custom roles, any user with written permission to questionnaires can approve answers.
- Users with the Trust Collaborator role cannot approve or change answers once approved.