Adding Custom Services in TRUENDO CMP

Introduction#

The TRUENDO Consent Management Platform (CMP) now allows users to add custom services that are not already present in the TRUENDO services database. This feature is particularly useful when your website utilizes unique services that require proper disclosure and consent management.

This guide provides step-by-step instructions on how to create custom services, add cookies and other identifiers, and integrate the custom service into your site.

1. Prerequisites#

Before you begin, ensure you have:

• Access to the TRUENDO Console: You need login credentials with the appropriate permissions.
• Selected the Relevant Organization and Website: Make sure you are working within the correct organization and website in TRUENDO CMP.
• Service Information: Gather all relevant details about the service, including vendor information, data types, cookies, scripts, etc.

2. Creating Custom Services#

Step 1: Check for Existing Services

Before adding a custom service, it's advisable to verify whether the service already exists in the TRUENDO database.

• Action: Search the TRUENDO services database to see if your desired service is listed.
• Reference: For more information on adding existing services, refer to the Adding and Removing Services Guide.

Step 2: Verify Vendor and Data Type

Check if the service's Vendor and the Data Type it collects or processes are already in the TRUENDO database.

• Action: Search for the vendor and data type within TRUENDO.
• Reference: If they are not present, you will need to add them. See the Adding Vendors and Data Types Guide for instructions.

Step 3: Access Object Manager

1. Log in to TRUENDO and ensure you have selected the correct Organization and Website.

2. Navigate to Object Manager:

   • Click on Object Manager from the panel on the left side of the TRUENDO Console.

   

   
   

Step 4: Create New Service

1. Ensure that SERVICE is displayed in the dropdown menu at the upper left of the main window.
2. Click on CREATE NEW SERVICE.

Step 5: Complete Service Details

1. Follow the Wizard:

   • Enter all relevant information about the service, including:

     • Name: The name of the service.
     • Description: A brief description of what the service does.
     • Purpose: The reason why the service is used on your website.
     • Legal Basis: The legal basis for processing (e.g., consent, legitimate interest).
     • Category: Assign the appropriate category (e.g., Marketing, Statistics).
     • Vendor: Select the vendor from the list. If not available, you will need to add it later.
     • Data Types: Specify the types of data collected or processed.
   • If you realize that the Vendor or Data Type is not in the TRUENDO database at this stage, you can leave those fields blank for now. You will need to add them manually later.

2. Add Vendor and Data Types (if necessary):

   • Refer to the Adding Vendors and Data Types Guide to add missing information.
3. Click Next when done.
4. Your new service should now appear in the Custom Services list.

3. Adding Cookies and Other Identifiers to Services#

Now that the service has been created, you can add further required information such as any cookies the service sets and other identifiers like scripts, iframes, or domain details.

Step 1: Add Cookies

1. Select the Service from the list in Object Manager.

2. Access 'Cookie Details':

   • In the right-hand panel, scroll down until you see Cookie Details.
   • Click the (+) next to Cookie Details.
   • Select Add Cookie from the dropdown menu.

   
   

3. Populate Cookie Information:

   • A window will appear where you can enter the following details amongst others:

     • Cookie Name: The name of the cookie.
     • Purpose: A description of what the cookie does.
     • Duration: How long the cookie remains on the user's device.
     • Domain: The domain associated with the cookie.
     • Path: The path associated with the cookie (if applicable).
     • Is Session Cookie: Indicate whether it is a session cookie.

   

   
   

4. Save the Cookie:

   • Click ADD when complete.
   • The new cookie will now appear in the Cookie Details section of the service.

Step 2: Add Other Identifiers

If you wish to add other identifiers such as scripts, iframes, or domain details:

1. Locate 'Additional Identifier Settings':

   • Below Cookie Details, find the dropdown labeled Additional Identifier Settings.

2. Add Identifiers:

   • Click on the relevant section (e.g., Scripts, Iframes, Domains).
   • Click the three dots (⋮) next to the section title.
   • Select Add from the dropdown menu.
   • Enter the necessary details for each identifier.

3. Save Identifiers:

   • After entering the details, click ADD to save each identifier.
   • The new identifiers will now appear under their respective sections.

4. Adding the Custom Service to Your Site#

Now that you have created your custom service and added all its cookies and identifiers, you can add it to your site.

Action:

• Refer to the Adding Services Guide:

  • Follow the procedure outlined in the Adding and Removing Services Guide to add the custom service to your website.

• Publish Changes:

  • After adding the custom service, ensure you publish the changes to make them active on your live site.

5. Conclusion#

By following these steps, you have successfully added a custom service to your TRUENDO CMP configuration. Remember that maintaining accurate and up-to-date information about the services used on your website is essential for compliance with data protection regulations.

Note:

• Website-to-Website Basis: Custom services are only available on a website-to-website basis. If you have multiple websites within the same organization, you will need to repeat this process for each one where the custom service is present.
• Legal Responsibility: You are responsible for ensuring that all information provided about the custom service is accurate and compliant with relevant privacy laws.

6. Support and Resources#

• TRUENDO Support:

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

• Additional Resources:

  • Adding Vendors and Data Types: Guide to Adding Vendors and Data Types
  • Adding and Removing Services: Adding and Removing Services Guide
  • Data Privacy Regulations: Ensure compliance with GDPR and other relevant laws.

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.