How to set up privacy settings

In this article

    Based on your company’s privacy policy, you can configure your SuperOffice CRM solution to support your privacy rules.

    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.

    You will need to have the administrator’s rights to do this and edit the consent management features in SuperOffice CRM.

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.

    The step-by-step guide

    To be able to set up your privacy settings in SuperOffice CRM, you will need to have the administrator’s rights.

    Log into SuperOffice and go to Settings. Choose Settings and maintenance in the drop-down menu.