DSAR - Requestors Configuration

DSAR -- Requestors Configuration

DSAR configuration screen lets you configure different types of requestors for the tenant. You can differentiate the privacy portal settings and various other configurations like the flow, act, etc., based on the requestor types too. Now, we have two types of requestors -- the customer and the employee. You can pick from these or create a new requestor for the tenant.

For choosing an existing requestor,

• Log in to the Data Governance tool.

• Click on the icon to open the 'Settings' drop-down menu.

• Select the 'DSAR Configuration' option from the drop-down menu.

The selection takes you to the DSAR Configuration screen displaying the Mappings, Act, and other options related to tenant configuration.

• Go to the 'Requesters' tab.

• Click on 'Select Configured Requestor' to open the Requestors drop-down menu.

• Select any of the pre-defined requestors from the menu.

• Click on to make the changes.

Configuring a New Requestor

• Under the 'Requestors' tab, click the button present next to the 'Select Configured Requestor' dialog box.

• Type the name in the 'Display Name' dialog box.

• Enter the 'Identifier' in a similar way.

• Mark the button after entering the required details.

• Click the button present next to the Select Configured Requestor dialog box.

Configuring Sub-types for Requestors

Apart from the requestors, you can also enable sub-types [for a new or existing request.]{.mark} If you don't want any sub-types to the Requestors, uncheck the 'Enable Sub Types' option and tap the 'Create' button directly.

To define sub-types,

• Check the 'Enable Sub Types' option under the Display Name dialog box.

The screen shows different possible sub-types for a specific requestor. You can click on existing ones or create a new sub-type at requirement.

• Click the necessary sub-type from the Sub Types list and select the 'Placeholder' for it.

• Define the 'Sub Type Question Label.'

[The Sub Type Question Label is displayed under the 'Submit your request Privacy Policy' tab whenever the customer opens a request form. So, you can configure the dialog box with the message to be displayed here.]{.mark}

• Click the button present next to the Select Configured Requestor dialog box.

Note: You can configure the Tenant Welcome Screen for different requestors with necessary inclusions and modifications. The validations vary based on the chosen requestor for each form.

Mapping the Requestors to the Tenant

• Go to the DSAR Configuration homepage.

• Click the 'Mappings' Tab.

• Click the drop-down menu under the 'Requestors' tab.

You can find the created requestor in the drop-down menu along with the pre-defined ones.

• Select the required requestor from the menu.

• Check the Active icon after making the selection.

• Tap the Save icon.

Note: It is not necessary that you must map the requestor to the tenant whenever you define a sub-type. You can just update the sub-types and see the changes in the request form immediately.