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527 lines
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HTML
527 lines
17 KiB
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</head>
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<body>
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<div class="document" id="privacy-consent">
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<h1 class="title">Privacy - Consent</h1>
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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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<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" 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 image-reference" 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 image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/data-protection&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>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.</p>
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<p>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.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a><ul>
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<li><a class="reference internal" href="#multi-database-instances" id="toc-entry-2">Multi-database instances</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#usage" id="toc-entry-3">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
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<p>You may want to install, along with this module, one of OCA’s
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<tt class="docutils literal">mail_tracking</tt> module collection, such as <tt class="docutils literal">mail_tracking_mailgun</tt>, so
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you can provide more undeniable proof that some consent request was sent, and
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to whom.</p>
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<p>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.</p>
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<div class="section" id="multi-database-instances">
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<h2><a class="toc-backref" href="#toc-entry-2">Multi-database instances</a></h2>
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<p>To enable multi-database support, you must load this addon as a server-wide
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addon. Example command to boot Odoo:</p>
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<pre class="literal-block">
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odoo-bin --load=web,privacy_consent
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</pre>
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</div>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-3">Usage</a></h1>
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<p>New options for data processing activities:</p>
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<ol class="arabic">
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<li><p class="first">Go to <em>Privacy > Master Data > Activities</em> and create one.</p>
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</li>
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<li><p class="first">Give it a name, such as <em>Sending mass mailings to customers</em>.</p>
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</li>
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<li><p class="first">Go to tab <em>Consent</em> and choose one option in <em>Ask subjects for consent</em>:</p>
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<ul class="simple">
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<li><em>Manual</em> 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.</li>
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<li><em>Automatic</em> enables this module’s full power: send all consent requests
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to selected partners automatically, every day and under your demand.</li>
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</ul>
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</li>
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<li><p class="first">When you do this, all the consent-related options appear. Configure them:</p>
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<ul>
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<li><p class="first">A smart button tells you how many consents have been generated, and lets you
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access them.</p>
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</li>
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<li><p class="first">Choose one <em>Email template</em> 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.</p>
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</li>
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<li><p class="first"><em>Subjects filter</em> defines what partners will be elegible for inclusion in
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this data processing activity.</p>
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</li>
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<li><p class="first">You can enable <em>Accepted by default</em> 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.</p>
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</li>
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<li><p class="first">You can choose a <em>Server action</em> (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.</p>
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<p>This module supplies a server action by default, called
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<em>Update partner’s opt out</em>, that syncs the acceptance status with the
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partner’s <em>Elegible for mass mailings</em> option.</p>
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</li>
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</ul>
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</li>
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<li><p class="first">Click on <em>Generate consent requests</em> link to create new consent requests.</p>
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<ul class="simple">
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<li>If you chose <em>Manual</em> mode, all missing consent request are created as
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drafts, and nothing else is done now.</li>
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<li>If you chose <em>Automatic</em> mode, also those request e-mails are enqueued
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and, when the mail queue is cleared, they will be set as <em>Sent</em>.</li>
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</ul>
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</li>
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<li><p class="first">You will be presented with the list of just-created consent requests.
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See below.</p>
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</li>
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</ol>
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<p>New options for consent requests:</p>
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<ol class="arabic simple">
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<li>Access the consent requests by either:<ul>
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<li>Generating new consent requests from a data processing activity.</li>
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<li>Pressing the <em>Consents</em> smart button in a data processing activity.</li>
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<li>Going to <em>Privacy > Privacy > Consents</em>.</li>
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</ul>
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</li>
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<li>A consent will include the partner, the activity, the acceptance status,
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and the request state.</li>
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<li>You can manually ask for consent by pressing the button labeled as
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<em>Ask for consent</em>.</li>
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<li>All consent requests and responses are recorded in the mail thread below.</li>
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</ol>
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||
</div>
|
||
<div class="section" id="bug-tracker">
|
||
<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
|
||
<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 to smash 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>
|
||
</div>
|
||
<div class="section" id="credits">
|
||
<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
|
||
<div class="section" id="authors">
|
||
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
|
||
<ul class="simple">
|
||
<li>Tecnativa</li>
|
||
<li>initOS GmbH</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
|
||
<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>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
|
||
<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>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
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