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Website Level Management in TRUENDO CMP

Introduction#

In organizations that manage multiple websites, especially agencies handling various clients, it's essential to have the flexibility to customize settings and permissions for each website individually. The TRUENDO Consent Management Platform (CMP) allows you to manage website-specific information and user permissions, ensuring that each website complies accurately with data protection regulations and reflects the correct organizational details.

This guide provides step-by-step instructions on how to:

  • Override organization details for individual websites.
  • Assign user permissions on a website-by-website basis.

1. Overrides: Customizing Website Information#

Overrides allow you to modify the organization name, Data Protection Officer (DPO), and Data Controller details for a specific website. This is particularly useful when a website does not share the same details as the parent organization, ensuring that policies remain accurate and compliant.

Step 1: Select the Website

  1. Log in to TRUENDO using your credentials.

  2. Select the Website you wish to edit:

    • Click on the dropdown menu at the top of the TRUENDO Console window.
    • Choose the website you want to manage from the list.
    Select Website

Step 2: Access Website Settings

  1. In the left-hand menu, click on Settings.

Step 3: Edit Overrides

  1. Scroll down to the Overrides section within the Settings page.

  2. Here, you can edit the following details:

    • Organization Name: Change the name as it should appear for this specific website.
    • Data Protection Officer (DPO): Update the DPO contact information.
    • Data Controller: Modify the Data Controller details.

  3. Save Changes:

    • After making the necessary edits, click on the Save button to apply the changes.
    Edit Overrides

2. Website User Permissions#

TRUENDO allows you to assign user permissions specifically for individual websites. This means you can grant clients or team members access to only the websites they need to manage, without giving them access to all websites under your organization.

Step 1: Select the Website

  1. Log in to TRUENDO using your credentials.

  2. Select the Website you wish to manage permissions for:

    • Use the dropdown menu at the top to choose the desired website.

Step 2: Navigate to User Permissions

  1. In the left-hand menu, click on User Permissions.

  2. Click on ADD MEMBER at the top right corner.

    User Permissions

Step 3: Invite a User

  1. Enter the User's Email Address:

    • Input the email address of the person you wish to add.

  2. Assign a Role:

    • Choose the appropriate role for the user:

      • Admin: Full access to manage settings and user permissions for this website.
      • Editor: Can modify settings but cannot manage user permissions.
      • Viewer: Read-only access to view settings without the ability to make changes.

  3. Invite the User:

    • Click on Invite to send an invitation to the user.
    • The user will receive an email with instructions to join and access the website.

3. Conclusion#

By utilizing website-level management features in TRUENDO CMP, you can:

  • Ensure that each website under your management reflects the correct organizational details, enhancing compliance and accuracy.
  • Assign specific user permissions on a per-website basis, providing controlled access to team members or clients.

These capabilities are especially beneficial for agencies or organizations managing multiple clients, allowing for tailored management and enhanced security.

4. Support and Resources#

End of Guide

If you have any further questions or need assistance with website-level management, please don't hesitate to reach out to TRUENDO Support or consult the resources provided.

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