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You want to create a user and link her/him to your entity in Privacy Cockpit. Follow the support team's guide!
In this article :
Create a user
To create a user, go to the "Users" module within the client administration. Then click on "Add user."
To access the client administration, click the Privacy Cockpit button at the top left of your screen (next to the name of your entity), then click on "Client Administration."
More information: Configuring users and roles
Grant your user access to your entity
Once your user has been created, she/he will need access to your entity. To do so, go to the client administration, under the "Permissions" module.
From this page, you will be able to assign a role to your user, thereby enabling them to access one or several entities.
Access the client administration
The "Client Administrator" profile is a specific status within Privacy Cockpit. This profile is required to access the client administration, create users, and manage access to your entities.
If you do not have access to the client administration, your profile does not include the required permissions. To update your profile, contact your CSM by email at support@datalegaldrive.com or directly via the chat on Privacy Cockpit.
How to activate a user
User accounts cannot be activated manually. Upon account creation, the user receives an email to activate their account and accept the Terms of Use. The user must therefore activate their account via the link received by email.
Resend an activation link to a user
Your user did not receive the email, or the link has expired? (Each link is valid for 7 days.)
You can resend an activation link from your entity (no Client Administrator profile required). To do so, go to the "User Access" page (see screenshot below). Then select the deactivated user and click on "Resend an activation link" in the right-hand panel that appears.
Related articles:
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Predefined roles
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Configuring users and roles