Difference between revisions of "Quick Start"

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In order to start using Privacy-Now, you will have to do some preliminary steps.
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In order to start using Privacy-Now®, you will have to do some preliminary steps.
  
 
== 1) Create users ==
 
== 1) Create users ==
  
 
With the left menu, go to '''''Users & Groups Management / Users Management''''' and create, update ''users'' information.
 
With the left menu, go to '''''Users & Groups Management / Users Management''''' and create, update ''users'' information.
For more information about ''users'' management, see also [[Users & Groups]] page in this wiki.
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For practical information on how to create and update ''users'', see [[Users & Groups]] page in this wiki.
 
 
 
 
  
 
== 2) Create groups ==
 
== 2) Create groups ==
  
You may decide to update ''groups'' or to create new ones. To do this, use the left menu entry '''''Users & Groups Management / Users Management'''''. Remember that ''groups'' can be assigned to one the four profiles available in the managed processes and that the profiles determine the privileges when performing Privacy-Now process tasks.
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You may decide to update ''groups'' or to create new ones. To do this, use the left menu entry '''''Users & Groups Management / Users Management'''''. Remember that ''groups'' can be assigned to one the four profiles available in the managed processes and that the profiles determine the privileges when performing Privacy-Now® process tasks.
For more information about ''groups management'', see also [[Users & Groups]] page in this wiki.
+
For practical information on how to create and update ''groups'', see [[Users & Groups]] page in this wiki.
 
 
 
 
'''3) Review and update master data tables'''
 
 
 
In this step, you will update the master data used in process records.
 
For more information about master data management see also [[Settings]].
 
  
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== 3) Review and update master data tables ==
  
'''4) Finalize application settings'''
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You will find master data tables initially populated. However, it is very likely that you will need to update many of them to fit your need and context.
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For more information on how to create and update master data, see [[Settings]] page in this wiki.
  
Review and update the application settings.
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== 4) Finalize application settings ==
For more information about master data management see also [[Settings]].
 
  
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Review and update the available application settings which allow you to customize some key behaviours of Privacy-Now®.
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For more information on the available application settings and on how to update them, see [[Settings]] page in this wiki.
  
After you have completed these steps, you are ready to start with.....
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You need to complete the steps above before being able to fully benefit of Privacy-Now® features to manage your privacy and GDPR compliance. The order of the steps doesn't really matter, although you may find comfortable to follow the one suggested above.

Revision as of 20:34, 9 September 2018

In order to start using Privacy-Now®, you will have to do some preliminary steps.

1) Create users

With the left menu, go to Users & Groups Management / Users Management and create, update users information. For practical information on how to create and update users, see Users & Groups page in this wiki.

2) Create groups

You may decide to update groups or to create new ones. To do this, use the left menu entry Users & Groups Management / Users Management. Remember that groups can be assigned to one the four profiles available in the managed processes and that the profiles determine the privileges when performing Privacy-Now® process tasks. For practical information on how to create and update groups, see Users & Groups page in this wiki.

3) Review and update master data tables

You will find master data tables initially populated. However, it is very likely that you will need to update many of them to fit your need and context. For more information on how to create and update master data, see Settings page in this wiki.

4) Finalize application settings

Review and update the available application settings which allow you to customize some key behaviours of Privacy-Now®. For more information on the available application settings and on how to update them, see Settings page in this wiki.

You need to complete the steps above before being able to fully benefit of Privacy-Now® features to manage your privacy and GDPR compliance. The order of the steps doesn't really matter, although you may find comfortable to follow the one suggested above.