A GDPR Data Privacy solution for SuiteCRM provides companies like yours with the tools to build trust while enhancing customer experiences. This customized solution is not just about meeting GDPR Regulatory, But this solution implements best practices for data privacy into how they do business. It is an opportunity for the Company's customers to build a relationship based on trust and transparency with their own customers.
Installing the Add-on
1. Install GDPRDataPrivacy
- Download the installable zip from your purchases.
- Using Module Loader in the Admin section upload the module and install.
Once the add-on is installed successfully go to Admin -> GDPR : Data Privacy Configuration
2. Configure license
Enter your license key and validate it.
3. Data Privacy Manager (DPM):
An admin user can create a Data Privacy Role and assign a user to that role, then select a Data Privacy Manager from the configuration screen. The person who decides why and how personal data will be processed. If you’re an owner or employee in your organization who handles data, this is you.
Create a role from Admin -> Role Management for the Data Privacy manager. Give the role proper access to the modules and actions as per your needs, Do give that role the access to the module "GDPR Data Privacy" and "Data Privacy Request". Assign your Data privacy user to this role. And choose the Role as Data Privacy Manager.
DPM user will be responsible for processing all the request of Data privacy weather it is received via the Request form or Call or Email.
4. Personally Identifiable Information (PII):
Personal data is any information that relates to an individual who can be directly or indirectly identified. Names, email addresses, gender, location information etc. are personal data. Each business have different means of data as personal. So we have given the option to select fields that will be now known as PII data.
Choose the fields, which will be used to audit and anonymize for the Data privacy requests like Request for data access, Request for portability, Request for erase data.
5. Create Scheduler:
Create a scheduler called "Update consent status if response not received". Set a frequence to execute once a day. This scheduler will check for the consent that are sent but yet not received after the waiting period(30 days) is over. if any records found that are in waiting stage and 30 days passed. It will automatically update status to "Not Responded"
Now you are all set to use GDPR Data Privacy add-on. Here is the User Guide
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