Integrating with Ironclad
- From the integrations page, search for Ironclad in the Available tab
- Select Connect
- Ironclad uses OAuth to authorize Vanta
- Log in using your Ironclad credentials, and select Allow access.
- Once the connection is made, you will see the following message:
Configure Automated Access Approvals
- From the Trust Center settings page, scroll down to the auto-approval section. Here, you can establish rules to automate the approval of requests to access your Trust Center.
- Under Automatically approve access requests, select If request meets condition
- From the dropdown, select:
- Ironclad Record counterparty matches email
- Ironclad Record counterparty matches email domain
- Additional conditions can be added using the dropdown under "and." Support rules consist of any boolean field found in Ironclad and the record type.
- Conditions can be removed at any time by selecting Remove.
Configure NDA Bypass
Non-disclosure agreements can be enabled from the Trust Center settings page if you would like viewers to sign an NDA through an integrated platform or a click-wrap NDA. Viewers can bypass the NDA if their requests meet specific conditions through the Ironclad integration.
- From the If request meets condition dropdown, select:
- Ironclad Record counterparty matches email
- Ironclad Record counterparty matches email domain
- Add any additional properties as needed.
- This will allow users who meet these conditions to access the requested resources without signing any established NDA.
Viewing Auto-confirmed Requests
- Viewers who meet the conditions of your auto-approval will be added to your Viewers granted access tab.
- From here, you can select the three-dot menu and:
- Edit access: set expiration, require an NDA, change access level, add access to additional resources
- Revoke access: Remove the viewer's access to resources
- Send access reminder: Remind the viewer they have access to resources in your Trust Center
Trust Center Viewers Granted Access through Ironclad
- If users view the Trust Center and were granted access through Ironclad, the Ironclad logo will appear next to their name.
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