Consent Docs

Add partners

List the companies that receive data for a purpose, and let visitors switch each one on or off in the preferences.

How-to2 min readFor privacy, marketing and support teams

A partner is a company that receives data for a purpose, such as an analytics provider. Add each partner to its purpose so visitors can see who gets their data.

Add a partner to a purpose#

  1. Open Settings, then choose Purposes.
  2. Select the purpose and find Partners.
  3. Choose Add partner.
  4. Enter the partner's name, such as Google Analytics. The key is filled in from it, here google-analytics.
  5. Enter the address of the partner's privacy policy. It is optional and must be an http or https link.
  6. Use the arrows to put the partners in the order visitors should see them.
  7. Choose Save changes.

The registry shows the new count under Vendors. To take a partner off, choose Remove beside it and save.

The purpose panel with one partner under Partners: its name, key and privacy policy link, and the Add partner button
The purpose panel with one partner under Partners: its name, key and privacy policy link, and the Add partner button

A partner key uses lower case letters, digits and hyphens. Each partner on a purpose needs its own key. Your developers' tags check a partner by this key, so tell them when you add one. Renaming a partner later does not change its key.

Let visitors choose partners one by one#

This setting belongs to the form, not the purpose. It is on for a new form.

  1. Open Consent forms and select the form.
  2. Choose Settings at the top.
  3. Turn on Let visitors choose partners one by one.
  4. Choose Save draft.

The change takes effect when you next publish the form.

What visitors see#

In the preferences dialog, each purpose with partners shows a Partners list and the number of partners. A partner with a privacy policy link is shown as a link.

With the setting on, the list becomes Choose partners and each partner has its own switch.

  • Turning a purpose off turns off all of its partners.
  • Allowing a purpose but switching off every partner is recorded as refusing the purpose.
  • A purpose that is always on keeps the plain list.

When the change reaches visitors#

A published version keeps its partners as they were on the day you published. After you change a purpose's partners, open each form that uses the purpose and publish a new version.

Adding a partner is a material change, so returning visitors are asked again. Renaming one counts as adding a new partner. Removing a partner is not material, and earlier answers stand. See Ask visitors again.

To mark which partners process data on your behalf, so they get a task when a person withdraws or is erased, see Register your processors.

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