Configure New Consent Topic

Click the image button at the top-right of the screen in order to configure a new consent topic.

image

The following dialog box displays.

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Field

Description

Category

Categories are used for grouping consent topics. This field lets the user classify the new consent under an existing Category or select New Category to manually enter a new one.  

Topic

The consent topic name.

Description

The consent topic description.

Opt In Text

An additional description that explains the benefits of opting-in to each consent to the customer.

Opt Out Text

An additional description that explains the impacts of opting-out from each consent to the customer.

Duration

Define the duration that the consent is considered valid at the customer level. For every customer, the consent takes effect the moment of opting-in, and then for the duration that is specified in this field.

Regulations

Define the list of Regulations that this consent is linked to by selecting the relevant regulations from the dropdown list. The list of regulations that displays in this dropdown is defined in the Regulation List option on the Administrator menu.

Click the Save button to save the new consent.

When a new consent is configured, it appears to a customer or representative in the Consent List. The customer or representative can then choose to opt-in to the new consent topic.

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Configure New Consent Topic

Click the image button at the top-right of the screen in order to configure a new consent topic.

image

The following dialog box displays.

image

Field

Description

Category

Categories are used for grouping consent topics. This field lets the user classify the new consent under an existing Category or select New Category to manually enter a new one.  

Topic

The consent topic name.

Description

The consent topic description.

Opt In Text

An additional description that explains the benefits of opting-in to each consent to the customer.

Opt Out Text

An additional description that explains the impacts of opting-out from each consent to the customer.

Duration

Define the duration that the consent is considered valid at the customer level. For every customer, the consent takes effect the moment of opting-in, and then for the duration that is specified in this field.

Regulations

Define the list of Regulations that this consent is linked to by selecting the relevant regulations from the dropdown list. The list of regulations that displays in this dropdown is defined in the Regulation List option on the Administrator menu.

Click the Save button to save the new consent.

When a new consent is configured, it appears to a customer or representative in the Consent List. The customer or representative can then choose to opt-in to the new consent topic.

Previous