- 19 Dec 2024
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GDPR Configuration
- Updated on 19 Dec 2024
- 4 Minutes to read
- Print
- PDF
Configure GDPR
User persona: Administrator
Configuring a GDPR consent form in an application involves setting up the consent flow to ensure compliance with data protection regulations. This includes specifying the geographical locations and domains where the form will be active, customizing the consent messages to clearly inform users about data collection and usage, and providing options for users to give or withdraw their consent.
To configure GDPR, perform the following steps:
Log in to Apex.
Select the Application Group for which you want to configure GDPR. Refer the following figure:
Figure: Select Application Group
Clickfrom the top panel.
Click Platform Studio.
Click GDPR > GDPR Configuration from the left panel. Refer the following figure:
Figure: Select GDPR
The following configuration page is displayed:
Figure: GDPR Configuration page
There are four tabs in the GDPR configuration page:
Location Mapping
Consent Administrator
Messages
Notification Template
Location Mapping
Specify the geographical locations and domain(s) where the GDPR consent form will be active in the Location Mapping tab. This configuration helps in tailoring the consent process to meet legal requirements and user expectations across different regions.
Refer the following table for different fields and their description in Map Locations tab:
Field | Description |
---|---|
Domain* | Select a Domain for which you want to configure GDPR consent form. |
Location | Type in the locations for which you want to configure the GDPR consent form in the auto-complete search bar. It will display relevant results in the dropdown list. Refer the following figure: Figure: Search locations |
Note:
If the Domain and Location are mapped, GDPR is enabled for the users of the mapped Domain and Location. If no Location is mapped and GDPR enabled, in such case, GDPR is enable for all the users of the Application. Domain is applicable for a multi-domain instance.
Consent Administrator
Add the Administrators who will be notified upon accepting or declining a GDPR consent form by an user in the Consent Administrator tab. Figure: Consent Administrator tab
Refer the following table for different fields and their description in Consent Administrator tab:
Field | Description |
---|---|
User | Type in the name of the user in the search bar whom you want to add as an Administrator. As you type in the name, list of all the relevant users in displayed in the dropdown list. Select the right user from the list. Refer the following figure: Figure: Search user |
Add User | Clickto add the user. Refer the following figure: Figure: Add user The added users’ details are displayed in the tabular format along with their details like User ID, name, Email ID, and Location. Refer the following figure: Figure: Users’ details |
Action | Clickto delete any added user. |
Messages
Customize the GDPR consent form by selecting any relevant popup message, such as GDPR Acceptance, GDPR Re-acceptance, or Enabling/Disabling GDPR in the Messages tab. Edit the title and content of the selected message to ensure it aligns with their specific requirements and communicates effectively with users. This allows for tailored messaging that enhances user understanding and compliance with GDPR regulations. Figure: Messages tab
Refer the following table for different fields and their description in Messages tab:
Field | Description |
---|---|
Popup* | Select the popup message that you want to display from the dropdown menu. Following options for popup messages are there:
Refer the following figure: Figure: Popup selection |
Title* | Once you select the type of popup message, Title field is displayed. You can edit the title for selected popup message. You can also select the language in which you want to display the GDPR consent form. Refer the following figure: Figure: Title Click Add to add a new language. Refer the following figure: Figure: Add language To delete a language, click delete icon as shown in the following figure: Figure: Delete language Click Reuse English Message to translate the message in English to the selected language. Figure: Reuse English message |
Message editor | Add or edit the message content in the rich text editor. After you select the Popup, the message is automatically populated in the rich text editor. Refer the following figure: Figure: Message editor |
Notification Template
Choose the specific notification template that will be sent to users after they accept, decline GDPR consent. Configure the notification template to be sent to Administrators when a user accepts GDPR consent after previously declining it. You can browse, preview, and edit the predefined templates for this purpose.
Figure: Notification template
The different fields in the Notification Template tab are described as under:
Template Type
Select the type of template that you want to configure from the dropdown menu. Refer the following figure: Figure: Template type
Language
Select the language in which you want to send the notification. Click Add to add a new language. Refer the following figure: Figure: Add language
Select the language from the dropdown menu which you want to add. Refer the following figure: Figure: Select language
Click to delete any language. Refer the following figure:
Figure: Delete language
Subject
Edit the subject as per the requirement. Refer the following figure: Figure: Edit subject
Message
Add or edit the notification message content in the rich text editor. Refer the following figure:
Figure: Notification message editor
Click Submit after you have provided the required details in all the fields. Click Cancel, if you do not want to save the details and do not want to save the GDPR consent form configuration.
Disable GDPR
To disable GDPR, please contact Apex support team.
If GDPR is enabled, then an info icon () as shown in the following figure displays information about disabling GDPR: Figure: Info icon
Click to know more in detail about disabling GDPR. The following popup is displayed on clicking :
Figure: Disabling GDPR - info