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Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Activate SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- Service
- AI services
- App Store
Loading......
-
Menu
-
Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Activate SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- Service
- AI services
- App Store
-
Admin guide
Set up privacy settings for GDPR
Updated on 20 Oct 2021
Based on your company’s privacy policy, you can configure your SuperOffice CRM solution to support your privacy rules with regards to the GDPR requirements. Learn how to set up the privacy settings for your company.
Watch this video and find out how to:
- Add and edit purposes for processing personal data,
- Activate default settings for the Legal Basis,
- Activate the E-marketing privacy settings in mailings.
(video length - 4:59)
The step-by-step guide
Log into SuperOffice CRM and go to Settings. Then, choose Settings and maintenance in the drop-down menu.
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