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</head> |
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<body> |
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<div class="document" id="privacy-consent"> |
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<h1 class="title">Privacy - Consent</h1> |
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|
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<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> |
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<p>This module allows the user to define a set of subjects (partners) |
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affected by any data processing activity, and establish |
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a process to ask them for consent to include them in that activity.</p> |
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<p>For those that need explicit consent as a lawfulness base for personal data |
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processing, as required by GDPR (article 6.1.a), this module provides the |
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needed tools to automate it.</p> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#installation" id="id1">Installation</a><ul> |
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<li><a class="reference internal" href="#multi-database-instances" id="id2">Multi-database instances</a></li> |
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</ul> |
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</li> |
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<li><a class="reference internal" href="#usage" id="id3">Usage</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="installation"> |
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<h1><a class="toc-backref" href="#id1">Installation</a></h1> |
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<p>You may want to install, along with this module, one of OCA’s |
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<tt class="docutils literal">mail_tracking</tt> module collection, such as <tt class="docutils literal">mail_tracking_mailgun</tt>, so |
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you can provide more undeniable proof that some consent request was sent, and |
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to whom.</p> |
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<p>However, the most important proof to provide is the answer itself (more than |
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the question), and this addon provides enough tooling for that.</p> |
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<div class="section" id="multi-database-instances"> |
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<h2><a class="toc-backref" href="#id2">Multi-database instances</a></h2> |
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<p>To enable multi-database support, you must load this addon as a server-wide |
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addon. Example command to boot Odoo:</p> |
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<pre class="literal-block"> |
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odoo-bin --load=web,privacy_consent |
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</pre> |
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</div> |
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</div> |
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<div class="section" id="usage"> |
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<h1><a class="toc-backref" href="#id3">Usage</a></h1> |
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<p>New options for data processing activities:</p> |
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<ol class="arabic"> |
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<li><p class="first">Go to <em>Privacy > Master Data > Activities</em> and create one.</p> |
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</li> |
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<li><p class="first">Give it a name, such as <em>Sending mass mailings to customers</em>.</p> |
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</li> |
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<li><p class="first">Go to tab <em>Consent</em> and choose one option in <em>Ask subjects for consent</em>:</p> |
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<ul class="simple"> |
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<li><em>Manual</em> tells the activity that you will want to create and send the |
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consent requests manually, and only provides some helpers for you to |
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be able to batch-generate them.</li> |
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<li><em>Automatic</em> enables this module’s full power: send all consent requests |
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to selected partners automatically, every day and under your demand.</li> |
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</ul> |
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</li> |
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<li><p class="first">When you do this, all the consent-related options appear. Configure them:</p> |
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|
<ul> |
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<li><p class="first">A smart button tells you how many consents have been generated, and lets you |
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access them.</p> |
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|
</li> |
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<li><p class="first">Choose one <em>Email template</em> to send to subjects. This email itself is what |
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|
asks 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 usage |
||||
|
cases; and if you create one directly from that field, some good defaults |
||||
|
are provided for your comfortability.</p> |
||||
|
</li> |
||||
|
<li><p class="first"><em>Subjects filter</em> defines what partners will be elegible for inclusion in |
||||
|
this data processing activity.</p> |
||||
|
</li> |
||||
|
<li><p class="first">You can enable <em>Accepted by default</em> if you want to assume subjects |
||||
|
accepted their data processing. You should possibly consult your |
||||
|
lawyer to use this.</p> |
||||
|
</li> |
||||
|
<li><p class="first">You can choose a <em>Server action</em> (developer mode only) that will |
||||
|
be 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 the |
||||
|
partner’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 as |
||||
|
drafts, and nothing else is done now.</li> |
||||
|
<li>If you chose <em>Automatic</em> mode, also those requests are sent to subjects |
||||
|
and 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 whose |
||||
|
mission is to support the collaborative development of Odoo features and |
||||
|
promote 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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