Account Consent and Registration Settings
Available from 4.8.0.0
This feature allows the generic settings for Users to be set with regards to what will been seen when a User logs into the system.
If entered, the Data Protection Officer(DPO) details will be displayed in the footer of the Privacy Policies shown to users of Concept Evolution, Concept Connect and Concept Reach. Under GDPR it is strongly recommended that you appoint a DPO and publicise their details so that all users of the system may contact them with questions or requests regarding use of their personal data.
This feature also sets and controls the options available to Accounts when they are prompted for consent to the Terms & Conditions and Privacy Policy for the first time and on subsequent logins if updates have been made to either the terms & conditions or the privacy policy
Settings > User Accounts > Account Consent & Registration Settings
The link will open the Account Consent & Registration Settings pop up window.
Data Protection Officer |
Data Protection Officer(DPO) details will be displayed in the footer of the Privacy Policies shown to users of Evolution, Connect and Reach |
Officer Name |
The name of the DPO |
Phone No |
The phone number of the DPO |
Email |
The email of the DPO |
Address |
The mailing address of the DPO |
First Login Behaviour |
These settings control the options available to Accounts when they are prompted for consent to the Terms & Conditions and Privacy Policy for the first time |
Allow users to update their communications preferences if their Account is linked to a Contact |
Check the box to allow a User to set their communications preferences (User Account permissions must also be granted) on first login |
Show users the Data Protection Officer details on the first consent |
Check the box to allow the User to see the DPO details on first login |
Consent Update Behaviour |
These settings control the options available to Accounts when they are prompted for consent to any updates to the Terms & Conditions and Privacy Policy. |
Allow users to update their communications preferences if their Account is linked to a Contact |
Check the box to allow a User to set their communications preferences (User Account permissions must also be granted) |
Show users the Data Protection Office details on consent update |
Check the box to allow the User to see the DPO details on change of privacy policy or T&C change |
Self Registration Behaviour |
|
Self Registration for Reach Users |
Check the box to enable self registration for Reach Users – the SMTP configuration must be completed for this function to work. |
Account to Copy for the Self Registered Users |
From the drop down select the account details to copy for the Reach User. |
Expiry time for unauthorised accounts |
When a Reach Account is created by self registration, this field sets the length of time that the created account will remain valid, if the account is not activated. |
Note: From 4.8.0.0 Self Registration settings were moved from System Administration > General Preferences to Settings > User Accounts > Account Consent & Registration Settings
Complete the fields and click Save . Once the Account and Consent header has been completed and saved a sub navigation will appear to allow access to all user messages for Account Consent and Registration.
User Messages
Click to view more details.
User Messages allows an administrator easy access to all translation strings used within Account Consent, this enables the text values of these strings to be easily accessed and changed as required.
Settings > User Accounts > Account Consent & Registration Settings - User Messages
The link will open the User Messages grid. It is a grid view that can be customised and sorted as normal.
To edit an existing User Message highlight the message and click Edit . A pop up window will appear which will allow the amendment of the User Message text