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GDPR Management- Article

Crelate has added a GDRP management component for Business customers. There are several new features designed to help users more easily manage consent within your Crelate org. Additionally, we have created a unique video on this topic as well- GDPR Management Video along with our GDPR Workflow article.

For a full discussion on GDPR, please view our website herehttps://www.crelate.com/gdpr 

 

We'll outline our new additions below!

New Org Settings Available via Advanced Settings >>Compliance Tracking



Show Consent Status on Contacts - If enabled, this will show a badge on contacts so that users can quickly tell while on a contact record if consent has been explicitly given or not. 

 

 

If you click on the badge, you can see the history of consent and be given the option to send a request for consent. 

 

Default Permissions Email Template: When users click on the "Send Consent Request" button above or in other dialogs where we are sending a request for consent, they can choose to have a default template email be used whenever this is an option. This can be added using the email consent slug option (see below).

NEW - EMAIL SLUG: Consent Link: This is a new slug that will be dynamically created. It will take contacts to a link where they can accept or reject the terms of service. By having the consent link as an email slug, users can bulk email with the slug to cast a wide net for gathering consent. 

 

The link will take them to a portal page (so the org's portal styles will be applied). If 'Terms of Service' are provided then that will be shown instead of "{orgname} has requested for your permission to use your data."


Applicant Email Options: 
Include Opt-Out Link
: If this enabled, when an applicant applies via the portal, the "Thank you for applying" email will include a link to Opt-Out. 
Send Privacy Request Emails To: This setting may include the email of the DPO of the organization. If candidates have any privacy concerns and want a POC, they should email this person. This will be included in the language of the opt-out link. This is entirely optional however. 




Show Consent Checkbox on Portal: This will show a required checkbox when applying via the portal. If a candidate applies and checks the checkbox this designates consent in your org. 

This is also where organizations can edit their terms of service. 

Show Link to Privacy Page on Portal: With GDPR, business users will now have a Privacy page available to them from app.crelate.com/portal/{orgname}/privacy. They can choose from their settings to show a link to this at the bottom of their portal page or turn it off. Otherwise, going directly to app.crelate.com/portal/{orgname}/privacy will take them to the Privacy page

 



For more technical questions about how Crelate stores data and what would happen in the event of a data breach, please direct users to our GDPR Commitment.

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