Task finder
Common tasks in PIEDAP Consent, grouped by area, each with a link to the page that shows how to do it.
Find what you want to do in the first column. The second column links to the page that does it.
The Overview#
| I want to… | Read |
|---|---|
| See how consent is going for a period | Read the Overview |
| Add, move or resize the charts on my Overview | Customise your dashboard |
| Know exactly what a chart counts | Dashboard measures |
| Fix a chart that took too long or is not available | Overview and dashboard problems |
Banner and forms#
| I want to… | Read |
|---|---|
| Take an empty project to a working banner | Set up your first banner |
| Add the purposes people can allow or decline | Add purposes |
| List the companies that receive data for a purpose | Add partners |
| Create a banner, a privacy notice or an email opt-in form | Create a form |
| Write the heading, the body and the button labels | Write the notice |
| Change the colours and where the banner sits | Change the look |
| Decide which form each country sees, and under which law | Choose regions |
| See the banner as a visitor from another place | Preview as a visitor |
| Fix a banner that does not appear | Banner and tag problems |
Publishing#
| I want to… | Read |
|---|---|
| Make my changes visible to visitors | Publish a version |
| Ask people who already answered to answer again | Ask visitors again |
| Have a second person approve each publication | Approve a publication |
| See what an earlier version said | See version history |
| Fix a form that will not publish | Console problems |
Trackers and cookies#
| I want to… | Read |
|---|---|
| Find the cookies and trackers my site sets | Scan your site |
| Show a list of cookies on my cookie policy page | Publish a cookie declaration |
Languages#
| I want to… | Read |
|---|---|
| Offer a form in one more language | Add a language |
| Draft a translation, have it read and approve it | Translate and approve a language |
| Offer the notice in India's 22 scheduled languages | Add Indian languages |
| Choose the service that drafts translations | Set up the translation service |
| Check a language before visitors see it | Preview as a visitor |
Records and people#
| I want to… | Read |
|---|---|
| Read what one person agreed to | Read a record |
| Find every record held for one person | Find a person |
| Export a signed receipt, or check that one is genuine | Verify a receipt |
| Withdraw a consent for someone, or erase their identifiers | Withdraw consent or erase a person |
| Download the records as a CSV file | Export records |
| Bring in consent collected before | Import consent from a file |
| Send a notice to customers who consented before the Act | Send a notice to existing customers |
| See who was sent a notice and who answered | Track a notice campaign |
| Set how long evidence is kept | Record retention |
| Erase people after a period without activity | Erase people after inactivity |
| Keep and check the daily evidence anchors | Verify evidence anchors |
| Understand what makes a record proof | How consent is proven |
Rights requests#
| I want to… | Read |
|---|---|
| Learn the ways a person can send a request | Ways people send a rights request |
| Carry out an access, erasure or withdrawal request | Handle a request |
| Add a request that came by email, phone or post | Log a request |
| Give people a privacy notice and a request page | Link to the hosted pages |
| Let signed-in users see and withdraw their choices | Build a privacy page |
| Email the confirmation link for a hosted request | Receive webhooks |
| Build the file for an access request from my server | Answer an access request |
| Fix a request that cannot be completed | Record and request problems |
Keys and going live#
| I want to… | Read |
|---|---|
| Create the key that connects a site or app | Create a key |
| Ask for a test key to become live | Request to go live |
| Follow the whole path from test to live | Go live |
| Change scopes, revoke a key or replace an exposed one | Manage keys |
| Decide between a publishable key and a secret key | Keys and where to use them |
| Add an address that receives webhooks | Manage webhook endpoints |
| Fix a key that is refused | Key and API errors |
Developers#
On your website#
| I want to… | Read |
|---|---|
| Put a banner on a test page and record a first answer | Put a banner on a test page |
| Add the banner to a website | Install on a website |
| Install through a tag manager or a CMS | Install with a tag manager or CMS |
| Make tags wait until the visitor allows them | Hold tags until consent |
| Read the visitor's choice in my own code | Read the choice |
| Hold a tag for one partner of a purpose | Let visitors choose partners |
| Restyle the banner with my own CSS or layout | Style the banner |
| Stop my site's security policy blocking the banner | Set up a Content Security Policy |
| Send the choice to Google tags | Google Consent Mode |
| Send IAB TCF or GPP signals to ad partners | Turn on IAB TCF and GPP |
| See what a browser's opt-out signal does | Global Privacy Control |
On your server#
| I want to… | Read |
|---|---|
| Record what a person ticks on my sign-up form | Record sign-up consent |
| Record consent from my server | Record consent from your server |
| Record consent under a signed-in visitor's identifier | Record consent for signed-in visitors |
| Choose the identifier a record is kept under | Identifiers |
| Confirm an email opt-in with a second step | Set up email double opt-in |
| List every record held for one person | Find a person's records |
| Withdraw or erase a person from my server | Withdraw or erase a person |
| Check consent before I send a message or share data | Check consent before you process |
| Bring in consent collected before, row by row | Bring in consent given earlier |
| Record consent taken in a branch, by phone or on paper | Record consent taken in a branch, by phone or on paper |
| Pass withdrawals and erasures to my processors | Pass instructions to processors |
| Send notice campaign links from my own gateway | Send notice links from your own gateway |
Webhooks, apps and testing#
| I want to… | Read |
|---|---|
| Watch a first webhook arrive on my own machine | Receive your first webhook |
| Receive webhooks | Receive webhooks |
| Check that a webhook is genuine | Verify webhook signatures |
| Tell which of my users a webhook is about | Match events to your users |
| Fix webhooks that do not arrive | Webhook problems |
| Add consent to an iOS or Android app | Record consent in a mobile app |
| Try everything with a test key first | Test your integration |
| See a complete integration running | Run the sample app |
| Look up an error code | Errors, in the API reference |
Running your own#
| I want to… | Read |
|---|---|
| Compare the ways the service can be run | Deployment options |
| Run the service on my own infrastructure | Deploy with Docker Compose |
| Look up a configuration value | Configuration |
| Move to a new release, or go back | Upgrade and roll back |
| Protect the database against loss | Back up and restore |
| Watch health and set alerts | Monitor a deployment |
| Review customers' requests for live keys | Approve live keys |
| Send failed webhooks again | Replay failed webhooks |
| Replace a key or a credential | Rotate secrets |
| Check the jobs that run on a schedule | Scheduled jobs |
| Fix a problem on my own deployment | Self-hosted deployment problems |
Project and compliance#
| I want to… | Read |
|---|---|
| Set the privacy contact and the deadline for requests | Change project settings |
| Decide who can open the project | Access and roles |
| See who changed what in the console | Read the audit log |
| Keep a copy of the audit log | Download the audit log |
| Send the audit log to our SIEM | Send the audit log to your SIEM |
| Mark which partners are Data Processors | Register your processors |
| Follow up what processors did after a withdrawal | Follow up processor tasks |
| See how many records were created this month | Usage and limits |
| Add, edit or delete a site or app | Manage properties |
| Move a property to another project | Export and import a property |
| Read what the DPDP Act asks of a business | The DPDP Act at a glance |
| Check my site and set-up against the DPDP Act | Run the DPDP check |
| Record a personal data breach | Record a breach |
| See what the product does for each DPDP duty | DPDP duties for notice and consent |
| List what is processed on my behalf, for a contract | Data processing |
| Answer a security review | Security and data protection |
If the task is not here#
| I want to… | Read |
|---|---|
| Find the pages my role should read first | Reading lists by role |
| Look up a word | Glossary |
| Get a short answer to a common question | FAQ |
| Fix something that is not working | Troubleshooting |
| See what changed in the product | Release notes |