Steps to take to add a new DSAR request type to be available in your Clym widget for users to submit DSARs
Depending on certain regulation requirements and options you want to make available to your users, you may wish to add a new data subject request, or DSAR, type to your Clym widget. Clym lets you do this on the geographical level, offering you the option to customize options for your users around the globe.
Adding a new DSAR request type is an easy 3-step process:
1. Sign into 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 on Sign in in the upper right-hand corner.
2. Open your Website Settings
From the left side menu, select Website Settings. From here, you will see a list of all of your domains, each which can have different settings if desired.
Click the settings wheel next to the domain that you would like to change the default language for. This will open the website settings for that specific domain.
3. Add the request type
From the Website settings menu, select the Geographical Settings drop down arrow to expand the options. Click the three dots next to the jurisdiction that you want to edit. Click the clipboard and pencil icon to Edit.
In the pop-up window, click the drop-down menu next to Requests to expand the selections. In order to allow requests, first ensure that Allow users to send requests is toggled on. Click Add New Request Type.
A new line will appear in the list of request types you have set for the jurisdiction you are viewing. From the left-hand side, select the DSAR group type that you would like to add for this jurisdiction.
Next, in the right drop-down, select the specific request type if applicable, which is more specific to the particular jurisdiction you are viewing. Click Submit.
Please note, if you come across any challenges, you can reach out to us via chat or email us at email@example.com.