DPM Roles
Overview
As a role-based application, DPM Roles define the functions within the system enabled for each user as described next.
• Admin users: Admin users are responsible to configure the flows to be executed for each Data Subject Request. An Admin user can perform all the Activities within the Admin module, such as:
- Define the Regulation and included Activities.
- Create or update flows, including their stages and tasks.
- Manage and assign Corporate roles to users.
- Map Corporate roles to DPM functions.
• Customer Service Representative (CSR): a CSR is a call center representative attending customer requests by submitting a Data Privacy related request on their behalf. A CSR can:
- Submit a new request.
- Review the details of an existing request, without changing its details.
• Data Steward: data stewards are users assigned to the Request fulfilment process, and are responsible to execute a specific task in the request flow. The Data Steward can:
- View the list of open tasks that should be handled by the group this Steward makes a part of.
- Mark a task as assigned to themselves to avoid other stewards from working on the same task
- Review, Update, or Approve a task in order to move it to the next step
- Release a Task that is assigned to this data steward.
• Case Owner: Each customer request submitted in the DPM is assigned to a specific case owner. The case owner follows up on the request progress and assures the request is completed within the expected SLA. A case owner can:
- View the list of, and filter requests, to identify risks of not completion the request within the timeline stated by the SLA.
- Open a specific request and view or complete its stages, tasks.
• Supervisor: The supervisor is responsible to manage the allocation of requests to the case owners. The supervisor can:
- Access the dashboard to see the summary view for all requests.
- Define the criteria for the allocation of requests to Case owners.
• DPO: The DPO role provides dashboards to provide a company's Data Protection Officer the overall picture of DSR handling and Consent preferences:
- DSR Dashboard provides various summaries for the overall handling of DSR requests, including special focus on requests and Tasks that exceed their SLA or are under risk of becoming overdue.
- Consent Dashboard provides the overall view of customer consent preferences evolution.
• Customer: Data Subject Requests can be submitted directly by a customer. A customer can:
- Create a new request
- Search for their assigned requests
- Check the status of their requests
- Review the data provided as an output of a completed request
The DPM roles are predefined in the system. Each role includes a designated set of screens and actions relevant for this role. DPM roles are used by the Administrator to grant a specific corporate group the ability to view or execute actions in the DPM system. The way those roles are used is explained in the next section "Corporate Roles."
DPM Roles
Overview
As a role-based application, DPM Roles define the functions within the system enabled for each user as described next.
• Admin users: Admin users are responsible to configure the flows to be executed for each Data Subject Request. An Admin user can perform all the Activities within the Admin module, such as:
- Define the Regulation and included Activities.
- Create or update flows, including their stages and tasks.
- Manage and assign Corporate roles to users.
- Map Corporate roles to DPM functions.
• Customer Service Representative (CSR): a CSR is a call center representative attending customer requests by submitting a Data Privacy related request on their behalf. A CSR can:
- Submit a new request.
- Review the details of an existing request, without changing its details.
• Data Steward: data stewards are users assigned to the Request fulfilment process, and are responsible to execute a specific task in the request flow. The Data Steward can:
- View the list of open tasks that should be handled by the group this Steward makes a part of.
- Mark a task as assigned to themselves to avoid other stewards from working on the same task
- Review, Update, or Approve a task in order to move it to the next step
- Release a Task that is assigned to this data steward.
• Case Owner: Each customer request submitted in the DPM is assigned to a specific case owner. The case owner follows up on the request progress and assures the request is completed within the expected SLA. A case owner can:
- View the list of, and filter requests, to identify risks of not completion the request within the timeline stated by the SLA.
- Open a specific request and view or complete its stages, tasks.
• Supervisor: The supervisor is responsible to manage the allocation of requests to the case owners. The supervisor can:
- Access the dashboard to see the summary view for all requests.
- Define the criteria for the allocation of requests to Case owners.
• DPO: The DPO role provides dashboards to provide a company's Data Protection Officer the overall picture of DSR handling and Consent preferences:
- DSR Dashboard provides various summaries for the overall handling of DSR requests, including special focus on requests and Tasks that exceed their SLA or are under risk of becoming overdue.
- Consent Dashboard provides the overall view of customer consent preferences evolution.
• Customer: Data Subject Requests can be submitted directly by a customer. A customer can:
- Create a new request
- Search for their assigned requests
- Check the status of their requests
- Review the data provided as an output of a completed request
The DPM roles are predefined in the system. Each role includes a designated set of screens and actions relevant for this role. DPM roles are used by the Administrator to grant a specific corporate group the ability to view or execute actions in the DPM system. The way those roles are used is explained in the next section "Corporate Roles."
