Management of consent templates

Management of consent templates

“Consent of the data subject means any freely given, specific, informed and unambiguous indication of the data subject’s wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her."

(European Data Protection Regulation Article 4, 11)

The consent template configuration module offers your organisation the possibility of customising as much as possible the consent collection forms displayed in the user journeys, so that they fit into your environment, while respecting the recommendations of the French Data Protection Agency (CNIL) (Integration of the name of the data controller, the processing purposes, the retention period, the name of the recipient of the data, and the contact details of the service to contact to assert rights).

This customisation includes: content, titles, graphic charter and multilingualism.

The organisation can create as many consent collection form templates as needed, depending on the customer journey.

Contents of this documentation:

The consent template creation wizard

The different fields are distributed in several sections.

Only the Footer, Other parameters, Label edition and CSS Styles sections are optional.

The other sections are necessary to comply with legal requirements and are therefore mandatory:

• "Application provision";

• "rocessing operations";

• "Data controller";

"Information" section

"Titles and application provisions" section

"Processing operations" section

"Data controller" section

"Validation button and footer" section

"Other parameters" section

"CSS style" section

Template elements that can be customised

A few examples

application of a style to the main title of the form

Open

hide the action button on the receipt

change the colour of the "submit" button

Open

change the order of the "data" and "purpose" fields

Lifecycle of a consent template

Viewing existing consent templates

1. Click Right Consents> Configuration > Consent forms;

2. If necessary, use the filters to refine your search;

Creating a template

1. Click Right Consents> Configuration > Consent forms;

2. Click New template;

3. Customise the template;

4. Once the name of the template has been entered, you can save it at any time by clicking "Save"

Modifying an existing template

1. Access the templates by clicking Right Consents> Configuration > Consent Forms;

2. On the line of the template to be modified, click , then Edit;

3. Customise the template;

4. To save the changes, click "Save";

The role of labels

Labels are used to categorise consent templates in order to filter them and thus find a template more quickly.

1. In the template Information section, go to the Labels field;

2. A list with the labels already saved is proposed. Enter characters to filter the list, and then select the label;

3. Or enter a new label and validate the entry using the Enter key;

To delete labels from a template:

1. In the template Information section, click the cross to remove the label;

The role of aliases

The template alias is an optional name used when calling the Consent API.

Each alias can point to several templates, but only one of these templates can be active.

Use case: management of the replacement of one template by another, without having to modify all the calls to the template.

The visibility of a template

The visibility of the template is used to define the scope of access to the template:

• Public: the template can be called by any organisation;

• Private: access to the template is only authorised for the organisation;

• Restricted: Access is restricted to a defined list of profiles;

Customising the style

Your consent form can be given a style in line with your organisation's graphic charter.

1. In the CSS Style section, define the style of the style of the different tags, insert icons, etc.;

2. Click to preview the resulting form;

3. Save;

Customising the titles of sections

Each title of the form can be customised. Go to the Label edition section

Translation management

In the template Information section, select the desired languages. For each of the languages chosen, complete the text in the language indicated.

To hide/display only certain languages, click Form editing options.

Then select the desired display languages for editing the template.

Activating a consent template

1. In the list of templates, click Edit or click on the template label;

2. If necessary, complete at least the required elements marked with a red icon;

3. Click Activate;

Deleting a consent template

1. In the list of templates, click Edit or click on the template label;

2. Click Delete;

Deactivating a consent template

1. In the list of templates, click Edit or click on the template label;

2. If necessary, complete at least the required elements marked with a red icon;

3. Click Activate;

Consent form and emails

Once consent has been obtained, an email summarising the consent given can be sent to the data subject so that they can consult and possibly modify it.

See how to define a consent email template here.

Linking an email template to a consent form

1. Click on form templates;

2. Select the template to associate with the consent email template, click Action>Edit;

3. In the Consent email template choice list, select the email template to be used;

4. Click Save;

How to send an email after collecting consent

1. Generate the collection Link from a template;

2. Fill in the collection parameters:

   1. the identifier of the user concerned by the consent;

   2. the consent email: the address to which the email confirming the collection will be sent;

3. Validate to display the consent collection form;

4. Validate the form;

Example - Tutorial (Step 1)

Let's create a consent template called "Marketing (example)", which will serve as the first step in our tutorial on the Right Consents product.

To do this, go to the "Configuration" part of the menu on the left, and click on "Consent form". From there, click on "New templates" at the top left of the screen.

This takes you to the page for creating a new consent template. It is materialised as follows:

Once the name of the template has been entered, you can save it at any time by clicking "Save". At this stage, the template is in draft form.

As you can see, a consent template consists of the following sections: Information, Titles and application provisions, Processing operations - there is a basic one to be completed but you can add others - , Data controller, Validation button and footer, Other parameters, CSS style.

Let's start filling in the template fields. At any time, in the lower right part of your screen, you can have a preview of the consent template.

For the "Information" section, the fields to be completed are as follows:

Once this section has been completed with the necessary information, click "Next".

For the "Titles and application provisions" section, there is a block of fields to be completed per language defined in the previous section. The fields to be completed per block are as follows:

Once this section has been completed with the necessary information, click "Next".

For the "Processing operations" section, and in particular at the beginning "Processing operation No. 1", the fields to be completed are the following:

Once this section has been completed with the necessary information, click "Next".

For the "Data controller" section, the fields to be completed are as follows:

Once this section has been completed with the necessary information, click "Next".

For the "Validation button and footer" section, the fields to be completed are as follows:

Once this section has been completed with the necessary information, click "Next".

For the "Other parameters" section, which is entirely optional, the fields to be completed are as follows:

Once this section has been completed with the necessary information, click "Next".

For the "CSS Style" section, which is entirely optional, simply insert a CSS style sheet to match your graphic charter. For example:

There we have it, together we have created a consent template!

Once you have entered all the information, you can save the template and then activate it. To be able to activate a template, you must make sure that all the mandatory information on the form has been completed (the icons to the right of each section title must be grey). If this is not the case (one or more icons to the right of the section titles is/are red), you must return to the section to modify or complete the information provided.

After activation, you can generate a consent collection link (enter any identifier):

and post submission:

To find out more

• Managing cookie settings

• Management of consent templates

• Joining an organisation

• User account management

• Employee management