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</style></head><body><div class="document" id="privacy-consent"><h1 class="title">Privacy - Consent</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!!! changes will be overwritten. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --><p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/data-protection/tree/10.0/privacy_consent"><img alt="OCA/data-protection" src="https://img.shields.io/badge/github-OCA%2Fdata--protection-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/data-protection-10-0/data-protection-10-0-privacy_consent"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/263/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p><p>This module allows the user to define a set of subjects (partners)affected by any data processing activity, and establisha process to ask them for consent to include them in that activity.</p><p>For those that need explicit consent as a lawfulness base for personal dataprocessing, as required by GDPR (article 6.1.a), this module provides theneeded tools to automate it.</p><p><strong>Table of contents</strong></p><div class="contents local topic" id="contents"><ul class="simple"><li><a class="reference internal" href="#installation" id="id1">Installation</a><ul><li><a class="reference internal" href="#multi-database-instances" id="id2">Multi-database instances</a></li></ul></li><li><a class="reference internal" href="#usage" id="id3">Usage</a></li><li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li><li><a class="reference internal" href="#credits" id="id5">Credits</a><ul><li><a class="reference internal" href="#authors" id="id6">Authors</a></li><li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li><li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li></ul></li></ul></div><div class="section" id="installation"><h1><a class="toc-backref" href="#id1">Installation</a></h1><p>You may want to install, along with this module, one of OCA’s<tt class="docutils literal">mail_tracking</tt> module collection, such as <tt class="docutils literal">mail_tracking_mailgun</tt>, soyou can provide more undeniable proof that some consent request was sent, andto whom.</p><p>However, the most important proof to provide is the answer itself (more thanthe question), and this addon provides enough tooling for that.</p><div class="section" id="multi-database-instances"><h2><a class="toc-backref" href="#id2">Multi-database instances</a></h2><p>To enable multi-database support, you must load this addon as a server-wideaddon. Example command to boot Odoo:</p><pre class="literal-block">odoo-bin --load=web,privacy_consent</pre></div></div><div class="section" id="usage"><h1><a class="toc-backref" href="#id3">Usage</a></h1><p>New options for data processing activities:</p><ol class="arabic"><li><p class="first">Go to <em>Privacy > Master Data > Activities</em> and create one.</p></li><li><p class="first">Give it a name, such as <em>Sending mass mailings to customers</em>.</p></li><li><p class="first">Go to tab <em>Consent</em> and choose one option in <em>Ask subjects for consent</em>:</p><ul class="simple"><li><em>Manual</em> tells the activity that you will want to create and send theconsent requests manually, and only provides some helpers for you tobe able to batch-generate them.</li><li><em>Automatic</em> enables this module’s full power: send all consent requeststo selected partners automatically, every day and under your demand.</li></ul></li><li><p class="first">When you do this, all the consent-related options appear. Configure them:</p><ul><li><p class="first">A smart button tells you how many consents have been generated, and lets youaccess them.</p></li><li><p class="first">Choose one <em>Email template</em> to send to subjects. This email itself is whatasks for consent, and it gets recorded, to serve as a proof that it was sent.The module provides a default template that should be good for most usagecases; and if you create one directly from that field, some good defaultsare provided for your comfortability.</p></li><li><p class="first"><em>Subjects filter</em> defines what partners will be elegible for inclusion inthis data processing activity.</p></li><li><p class="first">You can enable <em>Accepted by default</em> if you want to assume subjectsaccepted their data processing. You should possibly consult yourlawyer to use this.</p></li><li><p class="first">You can choose a <em>Server action</em> (developer mode only) that willbe executed whenever a new non-draft consent request is created,or when its acceptance status changes.</p><p>This module supplies a server action by default, called<em>Update partner’s opt out</em>, that syncs the acceptance status with thepartner’s <em>Elegible for mass mailings</em> option.</p></li></ul></li><li><p class="first">Click on <em>Generate consent requests</em> link to create new consent requests.</p><ul class="simple"><li>If you chose <em>Manual</em> mode, all missing consent request are created asdrafts, and nothing else is done now.</li><li>If you chose <em>Automatic</em> mode, also those requests are sent to subjectsand set as <em>Sent</em>.</li></ul></li><li><p class="first">You will be presented with the list of just-created consent requests.See below.</p></li></ol><p>New options for consent requests:</p><ol class="arabic simple"><li>Access the consent requests by either:<ul><li>Generating new consent requests from a data processing activity.</li><li>Pressing the <em>Consents</em> smart button in a data processing activity.</li><li>Going to <em>Privacy > Privacy > Consents</em>.</li></ul></li><li>A consent will include the partner, the activity, the acceptance status,and the request state.</li><li>You can manually ask for consent by pressing the button labeled as<em>Ask for consent</em>.</li><li>All consent requests and responses are recorded in the mail thread below.</li></ol></div><div class="section" id="bug-tracker"><h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1><p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/data-protection/issues">GitHub Issues</a>.In case of trouble, please check there if your issue has already been reported.If you spotted it first, help us smashing it by providing a detailed and welcomed<a class="reference external" href="https://github.com/OCA/data-protection/issues/new?body=module:%20privacy_consent%0Aversion:%2010.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p><p>Do not contact contributors directly about support or help with technical issues.</p></div><div class="section" id="credits"><h1><a class="toc-backref" href="#id5">Credits</a></h1><div class="section" id="authors"><h2><a class="toc-backref" href="#id6">Authors</a></h2><ul class="simple"><li>Tecnativa</li></ul></div><div class="section" id="contributors"><h2><a class="toc-backref" href="#id7">Contributors</a></h2><ul class="simple"><li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul><li>Jairo Llopis</li></ul></li></ul></div><div class="section" id="maintainers"><h2><a class="toc-backref" href="#id8">Maintainers</a></h2><p>This module is maintained by the OCA.</p><a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a><p>OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.</p><p>This module is part of the <a class="reference external" href="https://github.com/OCA/data-protection/tree/10.0/privacy_consent">OCA/data-protection</a> project on GitHub.</p><p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p></div></div></div></body></html>
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