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 requirements than full-time employees you can create a group for them.
Step 1: Create Group
First, you will need to create a group in order to move someone to it. Head to the Groups tab on the Company information page. Click the 'Create a group' button:
If you have another group that you wish to copy the security requirements and custom onboarding steps from select it from the drop down. Otherwise, click 'Create'.
Congrats! You have created a group! Now you'll want to create the custom steps and security requirements.
NOTE: You must create all security requirements and custom steps before adding users to the group.
Step 2: Create Custom Onboarding Steps and Security Requirements
For this, you will want to head Onboarding page! You will see a list of 'Checklists' on the right side, choose the group you just created:
From there you will be able to click into the security requirements to customize:
If you wish to add custom steps, click 'Add Task':
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 they needed to create)
If you add custom tasks or make changes to the security requirements after adding user(s) to the group, you will need to publish the updates! Click the '...' in the corner to select 'publish updates':
Please note in the pop-up that appears your options are to 'Include all employees in this group', meaning that any member in the group at the moment you click 'Publish' will have the change apply to them. If you select 'Include current and future onboarding employees' this change will apply not only to the members currently in the onboarding group, but any members who will be added to the onboarding group in the future as well.
Step 3: Add Users to the Group
You'll want to head to the People Page. Search for the user you wish to add to the group and click the '...' for that user:
You'll select 'Edit details'. In the pop-up select the new group from the drop-down:
Click save, and the user is now in their new group!
If you have any additional questions please feel free to email firstname.lastname@example.org so we can help!