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Connect Vanta to an Ally Security client account to send finalized tabletop exercise reports straight to Vanta as evidence of incident response testing.
The Vanta integration is available on client accounts only. It can’t be connected at the parent (customer) account level. Each client account connects to its own Vanta workspace.

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Prerequisites

Before you begin, you’ll need:
  • Account Owner or Admin access to the Ally Security client account you want to connect
  • A Vanta login with access to the client’s Vanta workspace

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Connect Vanta to a Client Account

  1. In Ally Security, switch to the client account you want to connect. See Organization Switching for help.
  2. Go to the client’s organization settings and select the Integrations tab.
  3. Find Vanta and select Connect.
  4. Sign in to Vanta when prompted.
  5. Choose the Vanta workspace that belongs to this client and select Connect.
You’ll be returned to Ally Security, and Vanta will show as connected on the Integrations tab.
Double-check that you’re connecting the correct client account to the correct Vanta workspace. Reports sent from this client account will be uploaded to the Vanta workspace you choose.

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Send a Report to Vanta

  1. Open the finalized report on the Report page.
  2. Open the Actions menu in the top-right corner and select Send to Vanta.
  3. Review the confirmation, then confirm to send.
Ally Security uploads the report as a PDF to Vanta, where it appears as evidence for the document you’ve selected. Once sent, the report shows the date it was sent to Vanta.
Reports are never sent to Vanta automatically. Vanta accepts up to 5 uploads per evidence request per renewal period, so the confirmation shows how many uploads you have left before you send.

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Disconnect Vanta

To stop sending reports, go to the client’s Integrations tab and select Disconnect next to Vanta. This revokes Ally Security’s access to the Vanta workspace.

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Troubleshooting

  • Send to Vanta isn’t working: Confirm Vanta is still connected on the client’s Integrations tab. If the connection expired, reconnect it.
  • Upload limit reached: You’ve used all 5 uploads for the current renewal period. You can send again once the period renews in Vanta.
  • Contact support: Reach out to Ally Security support if you need help with the integration.