Adding and Removing Services in TRUENDO CMP

Introduction#

Managing the services associated with your website is crucial for maintaining compliance with data protection regulations and ensuring that your consent banners and policies are up to date. The TRUENDO Consent Management Platform (CMP) automatically scans each licensed domain once a month to populate the service list. However, you may need to add or remove services manually to reflect changes promptly without waiting for the next scheduled scan.

This guide provides step-by-step instructions on how to add and remove services manually within the TRUENDO CMP.

1. Prerequisites#

Before proceeding, ensure you have:

• Access to the TRUENDO Console: You need login credentials to access your organization's TRUENDO account.
• Appropriate Permissions: Ensure you have the necessary rights to modify services within your organization's TRUENDO CMP.
• Relevant Organization and Domain Selected: Know which organization and domain you will be working with.

2. Adding a Service#

Step 1: Navigate to the Services Section

1. Log In to TRUENDO: Enter your credentials to access the TRUENDO Console.

2. Select Your Organization and Domain:

   • At the top of the main TRUENDO menu, use the dropdown menus to select the relevant Organization and Domain.
   • The domain selection is crucial as services are managed on a per-domain basis.

Step 2: Add a New Service

1. Navigate to the Services Section:

   • From the left-hand menu, click on Services.

2. Access the Draft Mode:

   • If you do not have any pending services, clicking on Services will display the current active services.
   • The Revisions dropdown will appear, showing ACTIVE mode by default.
   • To add new services, you will switch to DRAFT mode automatically when you start adding services.

Step 3: Select the Service Type

1. Click on the "ADD SERVICE" Button:

   • A blue ADD SERVICE button will appear in the central panel. Click it to proceed.

2. Choose the Service Category:

   • In the pop-up window, you will see tabs for different service types:

     • General: Contains services from the TRUENDO database.
     • Custom: For services you have created yourself.
     • Others: Additional service categories (for more information, refer to the Service Categories Guide).

3. Search or Browse for the Service:

   • Use the search bar to find the specific service you want to add.
   • Alternatively, scroll through the list until you locate the desired service.

Step 4: Add the Service

1. Select the Desired Service:

   • Click on the service to highlight it.

2. Click "ADD SERVICE":

   • After selecting, click the ADD SERVICE button at the bottom of the pop-up window.

Step 5: Publish Changes

1. Review Added Services:

   • Repeat Steps 3 and 4 for all services you wish to add.
   • The newly added services will appear under the DRAFT mode in the Revisions dropdown.

2. Publish the Changes:

   • Click the PUBLISH button located in the top-right corner of the window.
   • Confirm the publication to make the services active on your website.

3. Removing a Service#

Step 1: Log In and Select Organization

1. Log In to TRUENDO: Use your credentials to access the TRUENDO Console.
2. Select the Relevant Organization: Ensure you are managing the correct organization.

Step 2: Select the Domain

1. Choose the Domain:

   • At the top of the main TRUENDO menu, select the domain from which you wish to remove a service.

Step 3: Access the Services Section

1. Navigate to Services:

   • Click on Services from the left-hand menu.

Step 4: Select the Service to Remove

1. Locate the Service:

   • In the central panel, you will see a list of active services.

2. Click on the Service Name:

   • Click on the name of the service you want to remove.

Step 5: Remove the Service

1. Access Service Details:

   • In the right-most panel, find the Service Details section.

2. Click the Three Dots Icon:

   • Next to Service Details, click the three vertical dots to open additional options.

3. Select "Remove":

   • Click on Remove from the dropdown menu.

4. Confirm Removal:

   • A confirmation window will pop up. Click UNAPPLY to confirm the removal.
   • The service will now be moved to the DRAFT mode in the Revisions dropdown.

Step 6: Publish Changes

1. Repeat for Additional Services:

   • If you have more services to remove, repeat Steps 4 and 5 for each one.

2. Publish the Changes:

   • Click the PUBLISH button in the top-right corner to apply the removals to your live site.

4. Important Notes#

• Service Accuracy: Ensure that only the services present on your website are added to or removed from TRUENDO CMP. This affects the consent banner and all policies generated, maintaining compliance with data protection regulations.
• Custom Services: If a service is not listed in the TRUENDO database, you can create a custom service. Refer to the Creating Custom Services Guide for more information.
• Cache Delay: Be aware of the cache delay when publishing changes. It may take some time for updates to appear on your live site.

5. Conclusion#

Managing your services within the TRUENDO CMP is essential for keeping your website compliant and ensuring that users are accurately informed about data processing activities. By following the steps outlined in this guide, you can confidently add or remove services as needed, maintaining up-to-date consent banners and privacy policies.

6. Support and Resources#

• TRUENDO Support:

  • Website: https://www.truendo.com/
  • Documentation: https://docs.truendo.com/
  • Email: support@truendo.com

• Additional Resources:

  • Creating Custom Services: Guide to Creating Custom Services
  • Service Categories: Understanding Service Categories
  • Integration Guide: TRUENDO CMP Integration Guide

End of Guide

If you have any further questions or require assistance with specific configurations, please don't hesitate to reach out to TRUENDO Support or consult the resources provided.