Crelate’s privacy and consent tools help you request and track consent, and manage privacy requests, under regulations such as the GDPR in the EU and UK and the CCPA/CPRA in California. These tools are available on Business and higher plans.
Note: Privacy requirements are complex and vary by location. We recommend consulting your own legal counsel. For more on Crelate’s approach to GDPR, see https://www.crelate.com/gdpr.
Consent Status Options
As an Admin, go to Settings | Compliance | Compliance Settings and scroll to Consent Status Options.
Show Consent Status on Contacts: When this is on, a consent badge appears on Contact records so users can quickly tell whether consent has been given. Select the badge to open Data Privacy and Consent Details, where you can see the Contact’s consent history and select Send Consent Request.
Default Permissions Email Template: The email template used when someone selects Send Consent Request. Choose a template that includes a consent link (see below). Without a default template, users cannot send consent requests from the consent window.
Consent Page Request Message: The message shown on the consent page when a contact is asked for consent.
Consent Accepted Message: The message shown after a contact accepts.
Consent Refused Message: The message shown after a contact rejects.
Adding a Consent Link to an Email Template
The consent link is generated for each contact and takes them to a page where they can accept or reject your terms. Because it is part of the email template, you can include it in bulk emails to gather consent from many contacts at once.
To add it, open the email template, select Insert Data, then Insert Hyperlink To..., then Consent Link....
The Consent Page
The consent link opens a page on your portal, so your portal styles apply. It shows your consent request message, your Consent Terms, and the Accept Terms and Reject Terms buttons. A Submit a Privacy Inquiry link appears at the bottom of the page.
Application Email Options
These options are also in Compliance Settings:
Include Opt-Out Link: When this is on, the “Thank you for applying” email that applicants receive after applying through the portal includes a link to opt out.
Send Privacy Request Emails To: Optionally, enter the email of your organization’s privacy contact, such as your Data Protection Officer. This contact is included in the opt-out language for candidates with privacy concerns.
Job Portal Consent and Privacy Settings
Go to Settings | Portals | Job Portal Settings and scroll to Compliance Settings.
Show Privacy Page Link: Shows or hides a link to your Privacy page at the bottom of your portal.
Show Consent Checkbox: Shows a required consent choice when candidates apply through your portal. On application forms, consent appears as a clear Yes or No above your organization’s terms. A candidate who accepts is marked as having given consent.
Consent Terms: The terms of service shown on your application form and consent page.
Privacy Requests
Your portal includes a Privacy page at …/portal/{orgname}/privacy, where candidates can Submit a Privacy Inquiry. Candidates choose from nine plainly worded request types:
Get a copy of my data
Delete my data
Do not sell or share my data
Correct my data
Stop using my data for marketing
Withdraw my consent
Limit use of my sensitive data
Temporarily restrict processing
Object to how my data is used
The form confirms when a request is accepted and lets candidates try again after an error. Your team manages requests in Settings | Compliance | Privacy Requests, where you can search by common privacy terms, see every request type, copy the message, export requests, and open completed requests.
For more technical questions about how Crelate stores data and what would happen in the event of a data breach, please direct users to our GDPR Commitment.
What's Next?
Looking for more information on GDPR? Check out our content below!