As a professional, you need to make sure that you comply with regulations when it comes to data protection.
In this section, you'll be able to bring the right level of compliance within your client management processes.
Configure consents and legal notices
Consents are displayed as checkboxes on your portal and must be validated by your contacts before they can proceed.
To configure them:
Click on Profile picture > Settings > Data Privacy > Privacy Control
Add one or more consents (e.g. Terms and Conditions, privacy policy, data processing)
Fill in your legal notices, which will be visible to recipients on the portal
Save
The consents configured here will automatically be presented to users when they access your processes.
The end-user experience
By adding a link to your legal notices, you allow your stakeholders to review their rights and understand how their data is handled.
Tracking end-users consent
Within each application, you'll find an audit trail listing all actions that occurred on an application.
To access it:
Go to the Applications page
Open the relevant application
Click on More options > Activity history and visualize the Audit trail (Activity History)