GDPR Configuration
  • 22 Oct 2024
  • 4 Minutes to read
  • PDF

GDPR Configuration

  • PDF

Article summary

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:

  1. Login to Apex.

  2. Select the Application Group for which you want to configure GDPR. Refer the below screenshot:

    Figure: Select Application Group

  3. Clickfrom the top panel.

  4. Click Platform Studio.

  5. Click GDPR > GDPR Configuration from the left panel. Refer the below screenshot:

    Figure: Select GDPR

  6. The following configuration screen is displayed:

    Figure: GDPR Configuration screen

There are three tabs in the GDPR configuration screen:

  • 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 below 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 below screenshot:

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 below 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 below screenshot:

Figure: Search user

Add User

Clickto add the user. Refer the below screenshot:

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 screenshot: 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 below 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:

  • GDPR Acceptance

  • GDPR Re-acceptance

  • Confirm GDPR Acceptance

  • Confirm GDPR Decline

  • Disabling GDPR

  • Enabling GDPR

A sample screenshot is shown below:

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 screenshot:

Figure: Title

Click Add to add a new language. Refer the following screenshot: Figure: Add language

To delete a language, click delete icon as shown in the following screenshot: 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 below screenshot:

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 screenshot: 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 screenshot: Figure: Add language

Select the language from the dropdown menu which you want to add. Refer the following screenshot: Figure: Select language

Click to delete any language. Refer the following screenshot:

Figure: Delete language

Subject

Edit the subject as per the requirement. Refer the following screenshot: Figure: Edit subject

Message

Add or edit the notification message content in the rich text editor. Refer the following screenshot:

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.

Disabling GDPR

To disable GDPR, please contact Apex support team.

If GDPR is enabled, then an info icon () as shown in the below screenshot 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


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