Creating and Updating Privacy Protocols

  • Updated

A Privacy Protocol in Osano is a set of rules governing how consent and preference choices are collected from end-users. These protocols define the options visible on a user's Preference Hub and how their selections are managed.

 

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Osano Curated Privacy Protocols

Osano offers five standard Privacy Protocols that adhere to common consent and preference requirements. These pre-configured protocols are managed by Osano and cannot be modified:

  1. Do Not Sell/Share: Compliant with U.S. regulations such as CCPA/CPRA, this protocol allows users to opt out of the sale of personal data.
  2. Use of Sensitive Data: Lets users opt out of the processing of sensitive data in specific U.S. states.
  3. Email Communication Sales: Allows users to opt out of sales-related email communications.
  4. Email Communications Newsletter: Enables users to opt out of newsletter emails.
  5. Email Communications Other: Allows users to opt out of other email communications.

Note: Osano will be adding more managed protocols in future releases.

 

Creating Custom Privacy Protocols

If your consent or preference type is not covered by the Osano curated privacy protocols, you may create your own custom privacy protocol.

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Creating a Privacy Protocol is simple and can be set up in a matter of minutes. Follow the steps below to create one from scratch:

  1. Go to the Privacy Protocols section from the left-hand navigation panel.
  2. Click Create in the bottom right.
  3. Enter a Name and Description for internal purposes.
  4. Choose a Protocol Type (either Consent or Communication Preference).
  5. Enable or disable support for the Global Privacy Control Signal.
  6. Click Add Jurisdiction to create consent/preference toggles.

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For each toggle:

  • Enter the consent/preference text (this is what end-users see).
  • Add a description for end-user help.
  • Select a jurisdiction. If left blank, it will apply globally.
  • Define the default action (opt-in or opt-out).
  • Click Save.

Repeat these steps for each additional jurisdiction or preference type.

 

Updating Privacy Protocols

To update an existing protocol:

  1. Navigate to the Privacy Protocol you want to update.
  2. Modify the necessary fields.
  3. Click Save.

Important: Any changes require the associated configurations to be re-saved to apply the updates effectively.

This streamlined process ensures you can maintain compliance while customizing your approach to privacy management.