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How to customize your data subject request form settings

Steps to take to customize the fields you are showing to your users on your widget's data subject request form

When one of your website visitors submits a data subject request, it is important that your team handles each request in a timely manner, as many data privacy regulations require. To quickly find data within your databases, CRMs, and more, it may be prudent for your team to collect certain details from your users that will help you identify them and their data. In the Clym Portal, you can control which fields on the data subject request form are mandatory, optional, or hidden. The email field will always be mandatory as part of the form collection process. However, the first/last name, phone number, request details, and supporting documents fields can be modified to meet your needs and preferences.

Customizing your data subject request form is an easy 3-step process:

 

 

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 on Sign in in the upper right-hand corner. 

Screenshot 2024-06-20 at 8.10.49 PM

 

 

2. Open your Website Settings

From the left-side menu, select Website Settings. You will then see a list of all your domains, each with its unique settings.

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. Customize your data subject request form

From the Website settings menu, select the Communication settings drop-down to expand the selections. Click the drop-down menu arrow next to Form settings. Please note that the Email field is always mandatory, and cannot be changed. In the Clym Portal, you will see that this option is greyed out. Next to First / Last name, Phone Number, Request Details, and Supporting Documents, you will see a drop-down menu. Click the drop-down arrow next to each item that you would like to manage and select Mandatory to require users to include this field in their request, Optional to allow users to add that piece of information if they choose to do so, or Do not display to hide the particular field.communication settings3-1

If you encounter any challenges, please reach out to us at support@clym.io.