<h1 class="title">Privacy - Consent</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/data-protection/tree/16.0/privacy_consent"><img alt="OCA/data-protection" src="https://img.shields.io/badge/github-OCA%2Fdata--protection-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/data-protection-16-0/data-protection-16-0-privacy_consent"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/263/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module allows the user to define a set of subjects (partners) affected by any data processing activity, and establish a process to ask them for consent to include them in that activity.</p> <p>For those that need explicit consent as a lawfulness base for personal data processing, as required by GDPR (article 6.1.a), this module provides the needed tools to automate it.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#installation" id="id1">Installation</a><ul> <li><a class="reference internal" href="#multi-database-instances" id="id2">Multi-database instances</a></li> </ul> </li> <li><a class="reference internal" href="#usage" id="id3">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="installation"></a> <h2><a class="toc-backref" href="#id1">Installation</a></h2> <p>You may want to install, along with this module, one of OCA's <code>mail_tracking</code> module collection, such as <code>mail_tracking_mailgun</code>, so you can provide more undeniable proof that some consent request was sent, and to whom.</p> <p>However, the most important proof to provide is the answer itself (more than the question), and this addon provides enough tooling for that.</p> <a name="multi-database-instances"></a> <h3><a class="toc-backref" href="#id2">Multi-database instances</a></h3> <p>To enable multi-database support, you must load this addon as a server-wide addon. Example command to boot Odoo:</p> <pre> <code>odoo-bin --load=web,privacy_consent</code> </pre> <a name="usage"></a> <h2><a class="toc-backref" href="#id3">Usage</a></h2> <p>New options for data processing activities:</p> <ol class="arabic"> <li><p class="first">Go to <em>Privacy &gt; Master Data &gt; Activities</em> and create one.</p> </li> <li><p class="first">Give it a name, such as <em>Sending mass mailings to customers</em>.</p> </li> <li><p class="first">Go to tab <em>Consent</em> and choose one option in <em>Ask subjects for consent</em>:</p> <ul class="simple"> <li><em>Manual</em> tells the activity that you will want to create and send the consent requests manually, and only provides some helpers for you to be able to batch-generate them.</li> <li><em>Automatic</em> enables this module's full power: send all consent requests to selected partners automatically, every day and under your demand.</li> </ul> </li> <li><p class="first">When you do this, all the consent-related options appear. Configure them:</p> <ul> <li><p class="first">A smart button tells you how many consents have been generated, and lets you access them.</p> </li> <li><p class="first">Choose one <em>Email template</em> to send to subjects. This email itself is what asks for consent, and it gets recorded, to serve as a proof that it was sent. The module provides a default template that should be good for most usage cases; and if you create one directly from that field, some good defaults are provided for your comfortability.</p> </li> <li><p class="first"><em>Subjects filter</em> defines what partners will be elegible for inclusion in this data processing activity.</p> </li> <li><p class="first">You can enable <em>Accepted by default</em> if you want to assume subjects accepted their data processing. You should possibly consult your lawyer to use this.</p> </li> <li><p class="first">You can choose a <em>Server action</em> (developer mode only) that will be executed whenever a new non-draft consent request is created, or when its acceptance status changes.</p> <p>This module supplies a server action by default, called <em>Update partner's opt out</em>, that syncs the acceptance status with the partner's <em>Elegible for mass mailings</em> option.</p> </li> </ul> </li> <li><p class="first">Click on <em>Generate consent requests</em> link to create new consent requests.</p> <ul class="simple"> <li>If you chose <em>Manual</em> mode, all missing consent request are created as drafts, and nothing else is done now.</li> <li>If you chose <em>Automatic</em> mode, also those request e-mails are enqueued and, when the mail queue is cleared, they will be set as <em>Sent</em>.</li> </ul> </li> <li><p class="first">You will be presented with the list of just-created consent requests. See below.</p> </li> </ol> <p>New options for consent requests:</p> <ol class="arabic simple"> <li>Access the consent requests by either:<ul> <li>Generating new consent requests from a data processing activity.</li> <li>Pressing the <em>Consents</em> smart button in a data processing activity.</li> <li>Going to <em>Privacy &gt; Privacy &gt; Consents</em>.</li> </ul> </li> <li>A consent will include the partner, the activity, the acceptance status, and the request state.</li> <li>You can manually ask for consent by pressing the button labeled as <em>Ask for consent</em>.</li> <li>All consent requests and responses are recorded in the mail thread below.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/data-protection/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/data-protection/issues/new?body=module:%20privacy_consent%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> <li>initOS GmbH</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Jairo Llopis</li> </ul> </li> <li><a class="reference external" href="https://www.initos.com">initOS GmbH</a>:<ul> <li>Florian Kantelberg</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/data-protection/tree/16.0/privacy_consent">OCA/data-protection</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>