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================= |
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Privacy - Consent |
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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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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png |
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:target: https://odoo-community.org/page/development-status |
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:alt: Production/Stable |
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdata--protection-lightgray.png?logo=github |
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:target: https://github.com/OCA/data-protection/tree/10.0/privacy_consent |
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:alt: OCA/data-protection |
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
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:target: https://translation.odoo-community.org/projects/data-protection-10-0/data-protection-10-0-privacy_consent |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/263/10.0 |
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:alt: Try me on Runbot |
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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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. |
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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. |
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**Table of contents** |
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.. contents:: |
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:local: |
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Installation |
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============ |
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You may want to install, along with this module, one of OCA's |
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``mail_tracking`` module collection, such as ``mail_tracking_mailgun``, so |
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you can provide more undeniable proof that some consent request was sent, and |
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to whom. |
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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. |
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Multi-database instances |
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~~~~~~~~~~~~~~~~~~~~~~~~ |
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To enable multi-database support, you must load this addon as a server-wide |
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addon. Example command to boot Odoo:: |
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odoo-bin --load=web,privacy_consent |
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Usage |
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===== |
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New options for data processing activities: |
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#. Go to *Privacy > Master Data > Activities* and create one. |
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#. Give it a name, such as *Sending mass mailings to customers*. |
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#. Go to tab *Consent* and choose one option in *Ask subjects for consent*: |
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* *Manual* 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. |
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* *Automatic* enables this module's full power: send all consent requests |
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to selected partners automatically, every day and under your demand. |
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#. When you do this, all the consent-related options appear. Configure them: |
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* A smart button tells you how many consents have been generated, and lets you |
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access them. |
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* Choose one *Email template* 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. |
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The module provides a default template that should be good for most usage |
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cases; and if you create one directly from that field, some good defaults |
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are provided for your comfortability. |
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* *Subjects filter* defines what partners will be elegible for inclusion in |
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this data processing activity. |
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* You can enable *Accepted by default* if you want to assume subjects |
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accepted their data processing. You should possibly consult your |
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lawyer to use this. |
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* You can choose a *Server action* (developer mode only) that will |
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be executed whenever a new non-draft consent request is created, |
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or when its acceptance status changes. |
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This module supplies a server action by default, called |
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*Update partner's opt out*, that syncs the acceptance status with the |
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partner's *Elegible for mass mailings* option. |
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#. Click on *Generate consent requests* link to create new consent requests. |
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* If you chose *Manual* mode, all missing consent request are created as |
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drafts, and nothing else is done now. |
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* If you chose *Automatic* mode, also those requests are sent to subjects |
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and set as *Sent*. |
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#. You will be presented with the list of just-created consent requests. |
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See below. |
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New options for consent requests: |
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#. Access the consent requests by either: |
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* Generating new consent requests from a data processing activity. |
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* Pressing the *Consents* smart button in a data processing activity. |
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* Going to *Privacy > Privacy > Consents*. |
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#. A consent will include the partner, the activity, the acceptance status, |
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and the request state. |
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#. You can manually ask for consent by pressing the button labeled as |
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*Ask for consent*. |
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#. All consent requests and responses are recorded in the mail thread below. |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/data-protection/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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`feedback <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**>`_. |
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Do not contact contributors directly about support or help with technical issues. |
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Credits |
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======= |
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Authors |
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~~~~~~~ |
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* Tecnativa |
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Contributors |
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~~~~~~~~~~~~ |
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* `Tecnativa <https://www.tecnativa.com>`_: |
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* Jairo Llopis |
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Maintainers |
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~~~~~~~~~~~ |
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This module is maintained by the OCA. |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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This module is part of the `OCA/data-protection <https://github.com/OCA/data-protection/tree/10.0/privacy_consent>`_ project on GitHub. |
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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