Creating Groups

  • Updated

With Vanta, the default security requirements can be changed for all users or a subset of employees. For example, if you want contractors to have different needs than full-time employees, you can create a group for them. 

Create Groups

  • Select People from the left-hand navigation panel
  • Select Groups
  • Click the Create new group button

Screenshot 2024-06-14 at 11.10.04 AM.png

 

  • If you have another group that you wish to copy the security requirements and custom onboarding steps, select it from the drop-down. Otherwise, click Create

  • Renaming a Group will rename the associated Checklist
  • NOTE:  You must create all security requirements and custom steps before adding users to the group. Otherwise, as detailed below, you'll have to publish changes to the group using the Publish Changes button

 

Create Custom Onboarding Steps and Security Requirements

  • From the Checklists tab on the left, select the checklist associated with the group you just created

Screenshot 2024-06-14 at 4.23.54 PM.png

 

  • From there, you will be able to expand on any of the pre-existing tasks to customize

Screenshot 2024-06-14 at 4.25.46 PM.png

 

  • If you wish to add custom steps, click Add Custom Task

Screenshot 2024-06-14 at 4.25.46 PM.png

  • You'll be able to title the task, add instructions, and choose whether they need to upload an attachment or additional information (think a screenshot of completion or perhaps the name of an account required to create)

Add Users to the Group

  • From the People page, search for the user you wish to add to a specific group(s) and click the three-dots menu to the right of that user

Screenshot 2024-06-14 at 4.29.31 PM.png

  • Select Edit groups
  • Select the groups you would like this user to be included in from here. Keep in mind they will be asked to complete the security tasks included in each group assignment

Screenshot 2024-03-15 at 12.27.24 PM.png

  • Click Save