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Introduction to TRUENDO CMP

Overview#

Welcome to the TRUENDO Consent Management Platform (CMP), a comprehensive solution for managing user consent and ensuring compliance with data protection regulations such as GDPR and CCPA. TRUENDO CMP not only handles consent requests but also includes automated cookie and privacy policies, simplifying the compliance process for your website.

This guide introduces new users to the core components of the TRUENDO platform, including the Consent Request Banner, the Privacy Panel, the TRUENDO Console, TRUENDO Integrity, Advanced Geo-Location Customization, User Administration Features, and Insights. Understanding these components will help you effectively implement and manage user consent on your website.

1. Components of TRUENDO CMP#

TRUENDO CMP consists of several key components that work together to manage user consent and compliance:

Purpose: Requests consent from website visitors for the use of cookies and other privacy-relevant services.

Features:

  • Only appears when non-optional, privacy-relevant services are present on the site.
  • Allows visitors to accept or reject the use of cookies and services.
  • Customizable to match your website's branding.

B. Privacy Panel

Purpose: Provides visitors with ongoing control over their consent decisions.

Features:

  • Accessible via the Privacy Widget on the website.
  • Allows users to change their consent preferences at any time.
  • Displays the visitor's Privacy ID for proof of consent requests.
  • Includes built-in Cookie Policy and, if activated, the automated Privacy Policy.

C. TRUENDO Console

Purpose: The backend platform for website administrators to manage consent settings and policies.

Features:

  • Accessible only to logged-in users with appropriate permissions.
  • Provides tools for configuring the Consent Request Banner and Privacy Panel.
  • Offers insights and analytics on user consent data.
  • Enables customization of policies and compliance settings.

D. TRUENDO Integrity

Purpose: A built-in compliance checker that verifies whether TRUENDO is correctly integrated into your website.

Features:

  • Checks if all services (cookies, scripts, trackers) are being correctly blocked or permitted based on the user's consent decisions.
  • Helps ensure your website complies with data protection regulations.
  • Identifies integration issues and provides guidance on how to resolve them.

E. Advanced Geo-Location Customization

Purpose: Allows for region-specific customization of consent management based on the visitor's geographic location.

Availability: This feature is available for subscription tiers above the Basic Plan.

Features:

  • Tailor consent requests and policies to comply with regional data protection laws.
  • Display region-specific banners and policies.
  • Control services and scripts based on the visitor's location.

F. User Administration Features

Purpose: Manage user access and permissions within your TRUENDO account, both at the organization level and the website level.

Features:

  • Organization-Level User Management:

    • Assign roles such as Admin, Editor, or Viewer to users, controlling their access to all websites within the organization.

  • Website-Level User Rights Management:

    • Grant users specific permissions for individual websites, allowing for granular control over who can manage or view certain sites.

User Roles:

  • Admin: Full access to settings, user management, and configurations.
  • Editor: Can modify settings and configurations but cannot manage users.
  • Viewer: Read-only access to view settings and reports.

G. Insights

Purpose: Provides statistical data and analytics about your website visitors, helping you understand user behavior and optimize your website accordingly.

Features:

  • Location in Console:

    • Accessible from the main navigation menu on the left side of the TRUENDO Console.

  • Visitor Statistics:

    • View data such as consent rate, location, language, browser, and device types.
    • Helps you target potential clients more effectively.

  • Unique Visitor Count:

    • Monitor your current total number of unique visitors.
    • Adjust your subscription plan as needed based on visitor traffic.

  • Lawful Data Collection:

    • Data is collected in compliance with data protection regulations.

2. Website Visitor-Facing Elements#

A. Integration on Client Websites

Both the Consent Request Banner and the Privacy Panel are integrated directly into your website. They are visitor-facing components that ensure transparency and give users control over their personal data.

  • The Consent Request Banner is displayed to visitors only when there are non-optional, privacy-relevant services present on your site.
  • If your website uses cookies or services that require user consent under data protection laws, the banner will automatically prompt visitors for their consent upon arrival.

3. Accessing the Privacy Panel#

A. Privacy Widget Location

  • The Privacy Panel can be accessed by clicking on the Privacy Widget, which appears by default at the bottom left corner of your website when TRUENDO is integrated.
  • The widget is a small icon or button that remains visible, allowing users to access their privacy settings at any time.

B. Features of the Privacy Panel

  • Visitors can update their consent preferences for different categories of cookies and services.
  • Provides granular control, enabling users to accept or decline specific types of data processing.

View Privacy ID:

  • Each visitor is assigned a unique Privacy ID.
  • The Privacy ID can be used by visitors to request proof of their consent decisions, enhancing transparency and trust.
  • The Privacy Panel includes an automatically generated and updated Cookie Policy.
  • Details all cookies and tracking technologies used on the site.

Automated Privacy Policy:

  • If activated, the Privacy Panel also provides access to an automated Privacy Policy.
  • Ensures compliance by informing users about data processing activities and their rights.

C. Toggling Widget Visibility

Control Over Widget Display:

  • Website administrators have the option to toggle the visibility of the Privacy Widget on or off through the TRUENDO Console.
  • This allows flexibility in how the privacy controls are presented to visitors.

Considerations:

  • Hiding the widget may impact the user's ability to easily change their consent preferences or access privacy information.
  • It is recommended to keep the widget visible to maintain transparency and facilitate compliance with data protection regulations.

4. Customizing Privacy Policies#

A. Automated Privacy Policy

  • TRUENDO CMP provides an automated Privacy Policy that is integrated into the Privacy Panel.
  • This policy is generated based on your website's data processing activities and is kept up-to-date automatically.

B. Linking to a Custom Privacy Policy

Flexibility in Policy Presentation:

  • If you prefer to use your own custom Privacy Policy instead of the automated one provided by TRUENDO, you can easily link to it.

  1. Access the TRUENDO Console:

    • Log in to your account and select the relevant website.

  2. Navigate to Policy Links:

    • In the left-hand menu, click on Policy Links or Banner Settings.

  3. Input Your Custom Policy URL:

    • Enter the URL of your custom Privacy Policy in the designated field.

  4. Save Changes:

    • Click Save to apply the changes.

Impact on the Privacy Panel:

  • The Privacy Panel will now link to your custom Privacy Policy instead of the automated one.
  • This allows you to maintain consistency with your existing privacy documentation and branding.

Considerations:

  • Ensure that your custom Privacy Policy is compliant with relevant data protection laws.
  • Regularly update your policy to reflect any changes in data processing activities.

5. Understanding the TRUENDO Console#

A. Secure Access

  • The TRUENDO Console is the administrative interface accessible only to users who are logged in with authorized credentials.
  • It provides a secure environment for managing your website's consent and compliance settings.

B. Management Capabilities

  • Customize the appearance and behavior of the banner to align with your website's design and compliance requirements.
  • Define which services and cookies require consent.

Manage Privacy Panel Settings:

  • Adjust settings for the Privacy Panel, including which policies are displayed and how users can interact with them.

  • Toggle Widget Visibility:

    • Enable or disable the display of the Privacy Widget on your website.

Policy Customization:

  • Automated Policies:

    • Use TRUENDO's automated Cookie Policy and Privacy Policy.

  • Custom Policies:

    • Link to your own custom Privacy Policy as needed.

Insights and Analytics:

  • Access Data on User Consent Decisions:

    • Monitor consent rates and user interactions.

  • Visitor Statistics:

    • Utilize the Insights feature to view detailed statistics about your website visitors.

User Management:

  • Control who has access to the TRUENDO Console within your organization.

  • Assign Roles and Permissions:

    • Manage user access at both the organization and website levels.

TRUENDO Integrity:

  • Utilize the built-in tool to verify proper integration and compliance.

6. Using TRUENDO Integrity#

Click here to get familiar with TRUENDO Integrity, TRUENDO's built in compliance checker that checks whetrher TRUENDO is integrated correctly and if all relevant services are blocked or permitted in accordance with a web visitors consent status.

7. Advanced Geo-Location Customization#

Learn how to leverage TRUENDO's Smart-Geo regionalization features by clicking here. Smart GEo allows you to tailor your visitors experience based on their location including opt in/opt out, banner design, colours and languages.

8. User Administration and Website-Level User Rights Management#

You can assign users rights and permissions on both Organization or Project levels, this allows greater control especially when having multiple parties involved with specific projects. Click here for more info on how to use these powerful features.

9. Conclusion#

Understanding the components of the TRUENDO Consent Management Platform and utilizing features like TRUENDO Integrity, Advanced Geo-Location Customization, User Administration, and Insights are essential steps toward effectively managing user consent and ensuring compliance with data protection regulations. By integrating the Consent Request Banner and Privacy Panel into your website, customizing policies as needed, and leveraging the TRUENDO Console for management, compliance verification, analytics, and user access control, you provide transparency to your visitors and maintain control over your compliance efforts.

10. Support and Resources#

TRUENDO Support:

Additional Resources:

End of Guide

If you have any further questions or need assistance with TRUENDO CMP, including using TRUENDO Integrity, configuring Advanced Geo-Location Customization, managing User Administration Features, or utilizing Insights, please don't hesitate to reach out to TRUENDO Support or consult the resources provided.

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