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How to add a new data subject request type to your Clym widget

Steps to take to add a new DSR request type to be available in your Clym widget for users to submit DSRs

By default, your Clym widget is pre-configured to offer specific data subject request types to your users, based on the regulation that protects them. For example, a website visitor from California will see the option to submit a Do not sell or share my personal information request.

Depending on the options you want to make available to your users, you may wish to add a new data subject request, or DSR, 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 DSR 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. 

Screenshot 2023-01-12 at 1.29.55 PM

 

 

 

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.

Website Settings Information 1

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.

Website Settings Information 2

 

 

 

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.

geographic1

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.

DSAR UPDATE 1A 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.

DSAR UPDATE 2Next, 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.

DSAR UPDATE 3

 

Please note, if you come across any challenges, you can reach out to us via chat or email us at support@clym.io.