How to Set Up and Customize DSAR in Secure Privacy

Learn how to manage Data Subject Access Requests (DSAR) effortlessly with Secure Privacy. Follow our step-by-step guide to enable and customize your Data Request Form.

Andrew Sidorkin

Updated 5 months ago

# How to Set Up and Customize Data Subject Access Requests (DSAR) in Secure Privacy

Ensuring compliance and managing Data Subject Access Requests (DSAR) can seem daunting, but with Secure Privacy, the process is streamlined and user-friendly. This support article walks you through the steps to enable, customize, and manage DSARs in your Secure Privacy account.

Step-by-Step Guide

## 1. Login into Your Secure Privacy Account

Begin by logging into your Secure Privacy account:
1. Navigate to the [Secure Privacy login page](https://secureprivacy.ai), click the "Sign in" button at the top left corner.
2. Enter your login credentials.
3. Click on the "Login" button to access your dashboard.

## 2. Locate the DSAR Feature Under Templates
Once logged in, you need to locate the DSAR feature under the appropriate template:
1. In your dashboard, go to the Templates section.
2. Select a template that suits your compliance needs, for instance, EU GDPR.

## 3. Enable the Data Request Form (if applicable)
To activate the DSAR feature:
1. Within the selected template, find the Data Request Form option.
2. Toggle the ENABLE DATA REQUEST FORM switch to the "ON" position.

## 4. Configure DPO email on the Policies level
To configure DPO email:
1. Go to the "Policies" screen, select the assigned policy to the domain in question, click "Generate" / "Next"

2. Toggle the **Data Protection Officer** switch and configure the required Name/Email, click Next and finish the Generator.

## 5. Preview Your Data Request Form
Secure Privacy offers different preview options to see how your form will appear on various devices:
1. Click on the **Preview** button.
2. Toggle between **Desktop**, **Tablet**, and **Mobile** views.
**Note**: The preview may not be 100% accurate but provides a reasonable approximation of the user experience.

## 6. Edit Settings to Verify User’s Email
Ensure that the user’s email is verified to maintain data integrity:
1. Navigate to the Edit section.
2. Go to Settings.
3. Enable VERIFY USER'S EMAIL to add an email verification step to the data request process.

## 7. Edit Text for Customization
To enhance user experience, customize the text and fields in the form:
1. Select language: Choose the desired language for your DSAR form.

#### TAB SETTINGS
- Tab heading: Customize the main heading for the data request tab.
- Tab description: Include a brief description explaining the purpose or instructions for the tab.

#### INPUTS SETTINGS
- Title for “Full name”: Specify the field title for the user’s full name.
- Title for “Email”: Define the field title for the user’s email address.
- Title for “Address”: Customize the field title for the user’s address.
- Title for “Phone number”: Set the field title for the user’s phone number.
- Title for “Message”: Create the field title for any additional messages from the user.

#### REQUEST TYPE SETTINGS
- Title for Radio buttons group: Specify a title for the group of radio buttons.
- Label for “Data export”: Set a label for users who request data export.
- Label for “Data deletion”: Define a label for users who request data deletion.
- Label for “Other request”: Create a label for users with other kinds of requests.

#### CONTACT SETTINGS
- Section title: Create a title for the contact section.
- Section text: Add explanatory or introductory text for the contact section.

#### BUTTONS SETTINGS
- Label for “Submit”: Customize the text for the submit button.

By adhering to these steps, you can effectively set up and manage Data Subject Access Requests (DSAR) within your Secure Privacy account, ensuring a smooth and compliant process for handling personal data requests.
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If you have further questions or need additional assistance, please contact Secure Privacy support at support@secureprivacy.ai

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