Vanta Trust Center

  • Updated

Vanta Trust Center is the way to demonstrate a commitment to security by proactively sharing your security program details–that you've been working so hard to achieve–with customers and prospects.

 

If you are looking for information about the stand-alone Trust Center tool, please follow these instructions. This will detail the process for setting up your Trust Center if you are not using the full Vanta product.

 

Trust Center Overview

The Trust Center overview page is where you will create and manage your Trust Center. 

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  • From here, you will be able to view total visits, individual page views, resource downloads, and passing controls to showcase in your Trust Center 

 

Access

  • The Access tab will show the history of viewers who have been granted access, as well as how many times they have viewed the page. 
  • Access Requests will allow you to accept or deny requests made to view your Trust Center 

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Activity

  • The Activity tab will show you all of the viewing activity  within your Trust Center 

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Settings

  • The settings page will allow you to choose which documents are requested only. This means viewers would have to request access to the specific document in order to view it

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Editing your Trust Center 

  • From the Trust Center overview page, select Edit
  • Items can be added to your Trust Center by selecting the pen icon next to the category you would like to manage

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Compliance

  • List the compliance Frameworks your company has achieved by selecting the pen icon next to Compliance

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Adding Resources

Resources can be added from Vanta or uploaded from your desktop. We suggest you include the following:

  • Link to your company's security page
  • SOC 2 report
  • ISO 27001 report
  • Penetration tests
  • Policy report
  • Previously filled-out security questionnaires
  • Anything else you want to include

The Overview page shows your top four resources. Customers and prospects can access the rest of your resources from your Resources tab. Only resources you have added will be visible to those with access to your Trust Center.

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Resource Categorization 

  • When adding or editing resources on your Trust Center, you can now select a category to provide additional context 

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  • To add a new custom category, select the Edit resource iconScreenshot 2024-06-03 at 11.42.14 AM.png
  • Select +Add category
  • Provide a category name, select Save

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    • To add a category to a resource, select the resource and choose a category from the dropdown or-
    • Drag and drop the resource under the category name 

resource category.gif

 

Controls

  • Select the Controls tab
  • Select the pen icon to add, edit, and manage what controls will be visible on your Trust Center 

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  • From here, you can add categories to list your controls under, as well as pick which controls you would like to be visible to viewers of your Trust Center 

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Subprocessors 

  • Add subprocess from the subprocessor tab by selecting the pen icon
  • Complete the information required in the pop-up modal for that information to appear on your Trust Center 

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Adding Updates 

Updates regarding your company's security and compliance can be added to the updates tab and provide valuable information about recent happenings within your organization

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Adding FAQs

Use the FAQ section of the Trust Center to proactively address those commonly asked questions your organization gets repeatedly requested. Examples of what you should include in your FAQ:

  • Commonly asked security questions
  • Permission requirements
  • Data storage locations
  • Anything that your sales or security team gets questions about

The FAQ tab displays all your questions and answers, while the Overview page shows your top four FAQs.

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Customize the Trust Center 

  • Select Trust Center from the left-hand navigation panel
  • Click Edit
  • Click the pencil icon next to your Trust Center name

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  • A pop will appear that will allow you to adjust the branding and colors of your Trust Center

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Trust Center (Stand-alone tool)

If you use Trust Center as a stand-alone tool, The Trust Center overview page is where you will create and manage your Trust Center. 

  • You can view total visits, individual page views, resource downloads, and passing controls to showcase in your Trust Center.

Screenshot 2024-03-08 at 3.29.32 PM.png

Access

  • The Access tab will show the history of viewers who have been granted access and how many times they have viewed the page. 
  • Access Requests will allow you to accept or deny requests to view your Trust Center. 

Activity

  • The Activity tab will show you all of the viewing activity within your Trust Center

Settings

Editing the Trust Center 

  • From the Overview tab, select Edit

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Compliance

  • List the compliance Frameworks your company has achieved by selecting the pen icon next to Compliance

Screenshot 2024-01-19 at 3.05.17 PM.png

 

Adding Resources

Resources are uploaded from your desktop by selecting the pen icon. We suggest you include the following:

  • Link to your company's security page
  • SOC 2 report
  • ISO 27001 report
  • Penetration tests
  • Policy report
  • Previously filled-out security questionnaires
  • Anything else you want to include

The Overview page shows your top four resources. Customers and prospects can access the rest of your resources from your Resources tab. Only resources you have added will be visible to those with access to your Trust Center.

 

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Controls

  • Select the Controls tab
  • Select the pen icon to add, edit, and manage what controls will be visible on your Trust Center 

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  • From here, you can add categories to list your controls under, as well as edit and add the controls you would like to be present in your Trust Center

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    • Keep in mind that when uploading controls, it must be a CSV or Excel file with the following columns
      • Control Name
      • Control Description
    • You can also download the Excel template directly from the pop-up modal

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  • Once controls have been added or uploaded, check the boxes of the controls you would like visible on your Trust Center 

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Subprocessors 

  • Add subprocess from the subprocessor tab by selecting the pen icon
  • Select the + icon
  • From here
    • You can select +New Vendor

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  • Complete the vendor information, select Save

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    • Or, check the items you would like included from Vendors that have already been added

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Adding Updates 

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  • If any users have subscribed to your updates, you can choose to notify them of this update by checking the Notify Subscribers box 

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Adding FAQs

Use the FAQ section of the Trust Center to proactively address those commonly asked questions your organization gets repeatedly requested. Examples of what you should include in your FAQ:

  • Commonly asked security questions
  • Permission requirements
  • Data storage locations
  • Anything that your sales or security team gets questions about

The FAQ tab displays all your questions and answers, while the Overview page shows your top four FAQs.

Screenshot 2023-12-20 at 4.27.08 PM.png

 

Customize the Trust Center 

  • Select Trust Center from the left-hand navigation panel
  • Click Edit
  • Click the pencil icon next to your Trust Center name

Screenshot 2024-02-22 at 1.10.29 PM.png

  • A pop will appear that will allow you to adjust the branding and colors of your Trust Center

Screenshot 2024-02-22 at 1.12.13 PM.png