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181 lines
6.5 KiB
ReStructuredText
=================
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Privacy - Consent
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=================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:51cde3ae1bc64dacbcb4c4b0368bcbb8b13b86e166066f5629b78705df91c996
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdata--protection-lightgray.png?logo=github
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:target: https://github.com/OCA/data-protection/tree/16.0/privacy_consent
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:alt: OCA/data-protection
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/data-protection-16-0/data-protection-16-0-privacy_consent
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/data-protection&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows the user to define a set of subjects (partners)
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affected by any data processing activity, and establish
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a process to ask them for consent to include them in that activity.
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For those that need explicit consent as a lawfulness base for personal data
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processing, as required by GDPR (article 6.1.a), this module provides the
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needed tools to automate it.
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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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You may want to install, along with this module, one of OCA's
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``mail_tracking`` module collection, such as ``mail_tracking_mailgun``, so
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you can provide more undeniable proof that some consent request was sent, and
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to whom.
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However, the most important proof to provide is the answer itself (more than
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the question), and this addon provides enough tooling for that.
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Multi-database instances
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~~~~~~~~~~~~~~~~~~~~~~~~
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To enable multi-database support, you must load this addon as a server-wide
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addon. Example command to boot Odoo::
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odoo-bin --load=web,privacy_consent
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Usage
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=====
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New options for data processing activities:
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#. Go to *Privacy > Master Data > Activities* and create one.
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#. Give it a name, such as *Sending mass mailings to customers*.
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#. Go to tab *Consent* and choose one option in *Ask subjects for consent*:
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* *Manual* tells the activity that you will want to create and send the
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consent requests manually, and only provides some helpers for you to
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be able to batch-generate them.
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* *Automatic* enables this module's full power: send all consent requests
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to selected partners automatically, every day and under your demand.
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#. When you do this, all the consent-related options appear. Configure them:
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* A smart button tells you how many consents have been generated, and lets you
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access them.
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* Choose one *Email template* to send to subjects. This email itself is what
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asks for consent, and it gets recorded, to serve as a proof that it was sent.
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The module provides a default template that should be good for most usage
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cases; and if you create one directly from that field, some good defaults
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are provided for your comfortability.
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* *Subjects filter* defines what partners will be elegible for inclusion in
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this data processing activity.
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* You can enable *Accepted by default* if you want to assume subjects
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accepted their data processing. You should possibly consult your
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lawyer to use this.
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* You can choose a *Server action* (developer mode only) that will
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be executed whenever a new non-draft consent request is created,
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or when its acceptance status changes.
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This module supplies a server action by default, called
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*Update partner's opt out*, that syncs the acceptance status with the
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partner's *Elegible for mass mailings* option.
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#. Click on *Generate consent requests* link to create new consent requests.
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* If you chose *Manual* mode, all missing consent request are created as
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drafts, and nothing else is done now.
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* If you chose *Automatic* mode, also those request e-mails are enqueued
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and, when the mail queue is cleared, they will be set as *Sent*.
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#. You will be presented with the list of just-created consent requests.
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See below.
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New options for consent requests:
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#. Access the consent requests by either:
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* Generating new consent requests from a data processing activity.
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* Pressing the *Consents* smart button in a data processing activity.
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* Going to *Privacy > Privacy > Consents*.
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#. A consent will include the partner, the activity, the acceptance status,
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and the request state.
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#. You can manually ask for consent by pressing the button labeled as
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*Ask for consent*.
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#. All consent requests and responses are recorded in the mail thread below.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/data-protection/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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* initOS GmbH
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Jairo Llopis
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* `initOS GmbH <https://www.initos.com>`_:
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* Florian Kantelberg
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/data-protection <https://github.com/OCA/data-protection/tree/16.0/privacy_consent>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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