Consent Management

Consent Management is a process or set of policies for allowing customers to determine what information they are willing to permit their various care providers to access.

It allows user to approve and withdraw consent and then create personal experiences from that. Identity management has traditionally been more focused on data protection than granting individuals control.

Once a consent group is created and enabled, it is a required field in your site schema as a condition for login, meaning a new user cannot register to your site without at least viewing this policy.

In addition, statements privacy policy, are mandatory for users to complete their registration. This means that users attempting to login to your web portal, must agree to any active terms and policies that apply to that web portal.

To create Consent Management for the product,

Navigate to Admin Dashboard -> Settings-> Consent Management.

1. Click on Create Consent Group button to create consent group.

2. Enter the appropriate consent group name and description, then save created consent group.

3. Click on Setting icon corresponding to consent group.

4. Click on Create Consent button to create consent.

5. Enter appropriate consent name and save that.

6. On successful creation of consent name it will be displayed under consent listing page. Click on setting icon corresponding to consent name to add consent version.

7. Click on Create Consent Version button to create consent version.

Scope:

  1. Select the scopes from the below drop-down scope list.
  2. Select the required field from the below drop-down.
  3. Select locale from the drop down this is for locale based to displays the consent policy data to the user.
  4. Enter the consent policy data this appropriate text box.
  5. Click “Save” button, a message window popup “Successfully Created Consent Version”, click “OK” button. After successful create consent version get displayed under the consent version grid table and click on edit icon button for create consent version based on locale based with previous same configuration. or click on user icon group icon that will display the accepted consent user list displayed

URL:

The URL based consent

  1. Enter the URL in the corresponding text box.
  2. Select locale from the drop down this is for locale based to displays the consent policy to the user.
  3. Enter the consent policy data this appropriate text area box.
  4. Click “Save” button, a message window popup “Successfully Created Consent Version”, click “OK” button. After successful create consent version get displayed under the consent version grid table and click on edit icon button for create consent version based on locale based with previous same configuration. or click on user icon group icon that will display the accepted consent user list displayed.

Administrator can configure the consent in two ways based on the login and registration.

Login: The consent management is used once user login into your portal, the consent management page gets displayed.

The above-mentioned steps are successfully completed then the following configuration are administrator need to do.

  • The administrator needs to register the consent to their corresponding business application. So, that Go to cidaas Administrator dashboard -> Apps-> App-Settings
  • Select the appropriate app to enable the consent and click on Advance setting. In bellow select from the consent dropdown to the corresponding consent list and click on save button.
  • When User login to user self-service portal, the Consent Management screen gets displayed,

Select the checkbox against the I have agreed and click “Register” button (this is a one-time agreement to sign in unless the new version gets updated).

  1. From the existing consent version, click on the edit icon.
  2. It redirects to Edit Consent version window, as in the below screen.
  3. Once the appropriate changes made, click “Save” button, a message window popup “Saved Successfully”, click “OK” button.
  4. Once the consent version is added, it is used during the create App and registration fields.
  5. To delete the created consent, click on the delete icon, a message window to confirm the delete click “YES” or click “NO” button.

Registration: The Consent management is used once user register into your portal, the consent management page gets displayed based on the consent fields.

The above-mentioned steps are successfully completed then the following configuration are administrator need to do.

The administrator needs to create registration consent fields from the registration fields. So that, Go to cidaas Administrator dashboard -> Settings-> Registrations

The created registration grid table screen gets displayed, as in the below screen

To create custom fields,

  1. From the registration setup screen, right handside top corrner click “Create Field” button.
  2. The Field Setting screen gets displayed
  3. Enter the field name.
  4. Select the appropriate field type from the drop down. Example select consent field types.
  5. Enter the field key
  6. Select the appropriate scopes from the drop down (user can select multiple scopes), as in the below screen,
  7. For more information refer Scope Management.
  8. Select the appropriate checkbox against enable/required/read only. If the enable checkbox is not selected, then user is not able to see the activity in the registration page.
  9. Under locale settings, select the appropriate locale and enter field name based on locale.
  10. Enter the consent labels and specify which consent we must configured in this field consent by clicking on Add consent button on the text box top left corner. Note: Administrator can enable consent from the dropdown more than one consent at a time.
  11. Click “Save” button, a message window popup “Field saved successfully”, click “OK” button.
  12. From the existing consent version, click on the edit icon.
  13. It redirects to Edit Consent version window.
  14. Once the appropriate changes are updated, click “Save” button, a message window popup “Saved Successfully”, click “OK” button.



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