How to Set Up DSR Intake Using Widgets on TrustWorks

Our TrustWorks platform simplifies your privacy management needs by offering customizable widgets. These widgets seamlessly integrate into your web pages, both internal and public, facilitating an easy intake process for Data Subject Requests (DSR). They offer extensive flexibility in configuration and localization to meet your unique requirements.

Getting Started with Widget Configuration

To kick off the widget setup, TrustWorks administrators need to follow these straightforward steps:

Step 1: Access Configuration Settings

Navigate to the Global Settings in your TrustWorks dashboard to configure both DSRs and the Widget settings:

• Data Subject Requests: Here, you can initiate the widget setup process.
• Privacy Center: This section allows further customization of your privacy settings.

Step 2: Customize Your Widget

Configuration involves several key steps, each aimed at tailoring the widget to your specific needs:

1. Input Fields Configuration: Specify which fields are mandatory or optional for initiating the DSR fulfillment process.

2. Privacy Request Types: Define the types of privacy requests your widget will handle.
3. Categories of Individuals: Specify the categories users can select from when submitting a request.

4. Branding Customization: Personalize your widget with your brand's colors and fonts to maintain consistency across your digital presence.

Step 3: Publish Your Widget

After configuration, publishing your widget is as simple as copying and pasting the HTML code provided into your website's codebase.

Considerations for Widget Configuration:

• Flexibility: You can create an unlimited number of widgets to accommodate different brands or languages.
• Domain Whitelisting: Specify domains where the widget will be active to ensure security and relevance.
• HTML Content: The widget supports HTML tags for easy integration and customization.

Creating a Data Subject Request (DSR)

With the widget in place, individuals can easily submit DSRs:

1. Submission: The individual fills out the DSR form on the widget embedded in your website.
2. Verification: After form submission, a verification email is sent. The individual must follow the instructions within this email to confirm their request.

Conclusion

Our TrustWorks platform ensures a smooth and efficient privacy management process with its customizable widgets. By following the steps outlined in this guide, administrators can quickly configure and deploy widgets that meet their specific needs, ensuring a seamless intake process for Data Subject Requests. With options for extensive customization and integration, TrustWorks widgets are designed to enhance user experience while maintaining compliance with privacy regulations.

If you encounter any issues during setup or have further questions, our support team is always here to help. Feel free to reach out for personalized assistance to ensure your widgets are optimized for your unique requirements.