What are Generic Settings, and how do they affect the widget?

To fully understand how your generic settings impact the Clym widget, please review the information below.

Generic Settings provide essential information that helps determine which rules and regulations apply to a specific website. These settings are critical for properly facilitating compliance with privacy, accessibility, and other laws that may depend on factors such as the organization's geographic location or the scale of its operations (e.g., the number of personal records processed or revenue).

In this section, the only field visible in the widget is the Company Name. All other information remains within the Clym Portal and is used solely to verify whether the organization meets the criteria defined by applicable laws. This ensures that the appropriate rules are applied to the website while keeping sensitive organizational details secure and private.

The only mandatory fields are Company Name, Email, and Country.

If other fields in Generic Settings remain set as not specified, no specific industry-related rules will apply. Any changes in this section will update the Geographical and device-based settings to ensure they align with your adjustments. These updates may either add new rules or remove existing ones if we determine that the company no longer qualifies under certain criteria.

For example, if you indicate that your organization is an NGO or NPO, it may be excluded from being classified as a “business” under the CCPA. As a result, CCPA-related settings will no longer appear in your widget configuration.

The fields Addresses, Contact Information, DPO and Representatives, Company Registration Numbers, and Bank Account are dynamically configured based on the rules applied according to the organization’s geographic location. By default, global configurations make most of these fields optional. However, in certain countries, publishing specific details, such as a Bank Account, Email Address, or VAT Number, may be mandatory. Consequently, these fields can be optional, required, or entirely hidden, depending on local requirements.

Geographical and device-based settings 

Geographical settings are now presented in a country-specific view rather than a regulation-specific view. This change accommodates the growing number of laws applicable to a single geographic area, including accessibility, privacy, age-gating, and other restrictions.

Settings are applied based on where users are accessing the website. For example, adjusting the settings for United States - Montana modifies how users from Montana see the widget when they visit your website. Currently, up to five rules can be applied to a single location (one for each category: general, privacy, accessibility, age gating, and sanctions and restrictions) except in cases where different rules are created for different device types, which allows for a maximum of 15 rules. However, only one rule per device can be created within the same category for the same country. 

If a rule already exists, it can be modified. If no rule exists and your subscription permits, you can create a new custom rule. For subscriptions with limited features, the preview will automatically hide non-applicable categories to simplify the user interface and avoid confusion.

Add a new rule 

You can add a new rule for each of 5 categories: 

This setting determines whether the widget launcher is visible based on the user's location and device type.

Configures the privacy widget settings, including cookie consent, data subject rights, opt-out rules, and GPC (Global Privacy Control) tracking.

Defines whether Accessibility settings are available to users from the selected location/device.

Age gating sets up an age verification wall, prompting users to confirm their age before proceeding. Users can define the minimum age and choose the confirmation method: a simple Yes or No response or a date of birth entry. Date of birth verification offers three formats: day/month/year, month/year, or year only. The conditional display feature allows for precise control over where the widget appears. You can restrict its loading to specific pages or ensure it is displayed only on targeted pages, enabling more effective website protection.

Users who are not age-appropriate can also be redirected to the set page.

Enables the creation of an access restriction wall for users from specific locations or those using a VPN.

• Block Access: Denies access to all users whose IP addresses match the specified country.
• Block Access Through VPN: Restricts access for users detected as using a VPN.

These settings provide enhanced control over user access based on location or connection type.