Question 1

How to permanently delete your account

Accepted Answer

Steps to take to permanently delete your Partner Portal account

While we are sad to see you go, deleting your account is an easy process. Before deleting your user account, it is important to know that this is a permanent action that cannot be reversed. Should you wish to regain access to the Partner Portal, you will need to be re-added as a user. This may be important if your team actively tracks the activity for your account, or if you would like to keep your profile data saved.

Deleting your account is an easy 3-step process:

Sign in to the Partner Portal
Access your profile settings
Delete your account

1. Sign in to the Partner Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.

Partner Portal sign in page

2. Access your profile settings

In the top right-hand corner, click the drop-down arrow next to the person icon and click Profile.

Profile tab

3. Delete account

From the pop-up window, click Delete account.

![Delete account button](https://storage.cr

Question 2

How to generate a custom (footer) link

Accepted Answer

Steps to take to create a custom (footer) link to your Clym widget or Governance Portal

For many reasons, Clym's ability to generate custom link embed codes that work alongside your Clym widget and Governance Portal can help maximize your efforts toward data privacy and accessibility regulation compliance. Below are examples of various benefits of accompanying your Clym widget and Governance Portal with custom links, which can be used in the footer or any section of your website:

Some regulations, such as California's CPRA, may require a link that allows users to submit a "Do not sell or share my personal information" data subject request
To provide a shortcut that opens your Clym widget, which may provide a more accessible option for some users
To create a link to your Governance Portal, where your website visitors can manage their consent preferences for your website
To link directly to one of your legal documents, such as your Privacy Policy or Cookie Policy

Creating a footer link is an easy 3-step process:

Open your website settings
Navigate to your setup instructions
Create a footer link

1. Open your website settings

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upp

Question 3

How to add a new domain

Accepted Answer

Steps to adding a new domain

If you are a reseller partner with Clym, there are many ways that your customers' domains can be added to your partner portal account: manually one at a time, manually via import, via API, or by using your registration or scan widget. This article will specifically address how to add a domain manually, one at a time.

Please note: if you are a referral partner, you will not see the Add Domains button in your partner portal account. To onboard new customers, please share your referral links with your Customers to sign up for Clym.

Adding domains to your partner portal account is an easy 3-step process:

Sign in to the Partner Portal
Click Add Domain
Provide data to Clym

1. Sign in to the Partner Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.

2. Click Add Domain

From the left-hand menu, select Customers. Click the drop-down arrow next to Domains to expand the section.

![Add domain button](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/

Question 4

How to edit the widget type display mode on your website

Accepted Answer

Steps to take to change the widget type per jurisdiction to discrete, full widget, centered, bottom, top, IaB/TCF Europe 2.2, or do not display

Clym provides several options that you can choose from to determine where the Clym widget appears on your website, allowing you to keep your branding and the overall look and feel of your website consistent. Some data privacy regulations require that your widget be displayed in a certain way to your website visitors. Based on this, when your Clym account is created, each jurisdiction is automatically pre-configured based on various regulatory requirements. However, you may wish to change the display mode after that to meet your business needs.

Editing your widget display mode is an easy 3-step process:

Sign in to your Clym Portal
Open your Website Settings
Change the widget display mode

1. Sign in to your Clym Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner. Clym Portal sign in page

2. Open your Website Settings

From the left side menu, select Website Settings. From here, you will

Question 5

How to understand Insights

Accepted Answer

Here is a breakdown of the different items on your Insights page

The Insights area of your dashboard helps to provide statistics and data about your website visitors. In this snapshot, you can quickly view information about your data subject requests, consents, and more.

To access your Insights, please follow this simple 3-step process:

Sign in to your Clym Portal
Click "Insights" from your left-side menu
View your Insights

1. Sign in to your Clym Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner. Clym Portal sign in page

2. Click "Insights" from the left side menu

When you first sign in to the Clym dashboard, Insights should be the first page that opens. If this is not the case, please select Insights from the left side menu.

Insights tab

3. View your Insights

Navigate through the different sections of Insights to view your different data. For more information on each section, please view below:

Question 6

How to install Clym on any website

Accepted Answer

Step-by-step guide for installing Clym on any website

Clym's widget is added to your website using a simple embed code. While each website is built differently, adding Clym will be similar for each customer. As long as you can add custom code to your website's header, Clym's widget should work successfully on your website.

If your website is built on a common platform such as WordPress, Wix, or Hubspot, please review our specific guides in the knowledge base. If you or a developer custom-built your website, or you are using a platform for which we don't currently have a specific guide, the instructions below can help guide you on where to place the embed code on your website.

Installing Clym on any website is a 3-step process:

Copy the Clym Widget code
Paste the Clym Widget code
Create custom (footer) links

1. Copy the Clym Widget code

Please sign in to your Clym account. From the left-hand side menu, toggle to Website settings and select Integrations on the domain to which you would like to add the Clym widget. Select Setup instructions, and from the pop-up window, select HTML. A pop-up window will open containing specific steps for installing Clym on any website.

![Website-Settings-to-Setup-Instructions](https://storage.crisp.chat/users/helpdesk/website/e466

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