Zoho Bigin Manage Compliance

Zoho Bigin Manage Compliance

Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. 

Enable GDPR Compliance

To enable GDPR compliance
  1. Click Setup > Users and Control > Compliance.
  2. In the Compliance page, toggle the button ON for GDPR compliance.

To customise consent form
  1. Click Setup > Users and Control > Compliance.
  2. In the Compliance page, click Customise in the Consent Form section.
  3. Select the Language that you want your data subjects to view the form in.
  4. Do the following to customize the form:
    • Add relevant text to state the purpose of using their personal data and why you are getting consent.
    • For the Communication Preferences, specify a short description. For example: Allow us to contact you through:
    • Click the Show/Hide links for the corresponding options (Email, Phone) to make them visible/hidden in the form.
      Based on the selection, the option to send emails, make calls or send surveys will be disabled for the corresponding records.
    • For Consent Statement, add a message that asks the data subjects to provide remarks, if any.
    • Add your Privacy Statement in the text box.
    • Specify any additional text before the Submit button in the form.
    • Click Preview to check the form, then click Save.
      You can also revert to original if necessary.

To update the consent details manually
  1. Click open the data subjects record in your Bigin account.
  2. Click Data Privacy.

  3. Mark the Data Processing Basis as Applicable and select Consent from the drop-down list.
  4. Click Done
  5. Under the Pending status, click the Update consent details link.
  6. In the Update Consent Details popup, do the following:
    • Select from the list of Communication Preferences mentioned by the data subject.
    • Add Consent Remarks, if any.
    • In the Consent Date field, specify the date when you got the consent.
    • Select Email or Call, to maintain a record of how you received the consent.

  7. Click Save.

Choose Data Processing Basis

To choose Data Processing Basis
  1. Click open the data subjects record in your Bigin account.
  2. Click Data Privacy.
  3. Mark the Data Processing Basis as Applicable
  4. Click Edit and select the Data Processing Basis from the drop-down list.
  5. Click Done.

Raise Data Subject Request

It is our duty to understand and fulfil the rights exercised by an individual. You can collect these requests via email, through call, or in person.

To add data subject requests manually
  1. Click open the data subjects record in your Bigin account.
  2. Click Data Privacy.
    Under the Data Subject Requests section, click the + Request button.

  3. In the New Request popup, select a request and click Save.

    The request will be added for the record.

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