OneTrust Settings Overview

Global Settings encompasses a variety of configurable settings and other administrative capabilities available within the platform. You can access Global Settings by clicking the gear icon in the upper right-hand corner of the Global Header.

Using Global Settings

The Global Settings Home screen is divided into two main sections: OneTrust Setup and OneTrust Resources. In the OneTrust Setup section, you'll find frequently used settings related to day-to-day activities. In the OneTrust Resources section, you'll find a variety of resources that can help you stay informed on updates to the platform, expand your knowledge, and connect for support.

OneTrust Setup Reference

The following tiles are available in the OneTrust Setup section. You can hover over the desired tile and click the Go Now button to access the respective screen.


Tile	Description
Billing and Subscriptions	Opens the Billing and Subscriptions screen where you can view and edit your active subscriptions, credit cards, and billing address information. Note: This tile only displays for Site Admins of eCommerce accounts.
Account Management	Opens the Account Management screen where you can identify relevant points of contact associated with your account, find contact information for the OneTrust Sales and Renewals teams, and share feedback with the OneTrust Executive team.
Manage Users	Opens the Users screen where you can add new users, edit existing users, and assign them to the necessary roles and organizations to accommodate each user's specific permissions needed to perform their job duties.
Email Branding	Opens the Branding tab on the Email screen where you can customize the content and styling of templates used in notification emails to suit your organization's business and branding needs.
Single Sign-On	Opens the Single Sign-On screen where you can configure OneTrust to leverage your organization's Single Sign-On (SSO) protocols. This will enable users to access the platform with their existing credentials.
Email Settings	Opens the Email Settings screen where you can customize the email address from which notification emails are sent by using a defined SMTP relay server.
Import Templates	Opens the Import Templates screen where you can access various import templates that allow you to bulk create and bulk update records using a spreadsheet that can be uploaded into the platform.

OneTrust Resources Reference

The following tiles are available in the OneTrust Resources section. You can hover over the desired tile and click the Go Now button to access the respective resource.

Note:

Accessing a OneTrust Resource will open another tab in your web browser and redirect you to a OneTrust page outside of the platform.


Tile	Description
View Release Notes	Redirects you to the myOneTrust Community Product Updates page where you can find more information about releases and highlighted features.
Get Certified	Redirects you to information on the OneTrust Certification Program, which offers courses for the successful implementation and maintenance of the OneTrust privacy, security, and data governance platform.
Join a Community Group	Redirects you to the myOneTrust Community Groups page where you can join groups that you'd like to receive notifications for, post questions, and connect with the OneTrust Team as well as other community members.
Watch a Webinar	Redirects you to available OneTrust webinars, along with other resources, where you can request access, as needed.
See System Status	Redirects you to the myOneTrust Community System Status and Scheduled Maintenance page where you can subscribe to updates about OneTrust’s service availability and scheduled maintenance.
Office Hours	Redirects you to the myOneTrust Community Upcoming Office Hour Sessions page where you can see the schedule for upcoming office hours with a OneTrust expert and register to attend these module-specific interactive group sessions.

Global Settings Menu Reference

On the Global Settings menu, you'll find settings configurable in the platform. Some settings in OneTrust can be configured per organization while others are configured globally for the account. The following tables can be used as reference for the scope of each category of settings.

Global Settings Reference

Global settings are set once for the entire account. These settings apply regardless of organizational level or group.


Section	Setting	Description
User management	Organizations	Manage organizations and set up the organizational hierarchy.
	Roles	View default roles in the platform and create custom roles to meet your organization's needs.
	Assignments	Define and manage ABAC assignments to control users’ access to OneTrust Platform records. Important: The Attribute-Based Access Control (ABAC) Phase 1: Foundations feature is under Public Preview. Please contact OneTrust Support to request early access.
	Users	Add and edit users in the platform and assign them to their respective roles and organizations.
	User groups	Create user groups to manage users and their assigned subtasks across the OneTrust platform.
	User settings	Configure settings for creating invited users and requiring confirmation for email address changes, and view and configure the attributes that can be defined for all user profiles across the platform.
	User provisioning	Configure System for Cross-Identification Management (SCIM) protocols to manage user information and account creation.
Access management	Access requests	Review and either approve or deny each request. Select assignments for those that are approved.
	Client credentials	Create and manage API keys that utilize the OAuth 2.0 authorization framework.
	Login history	View the login history for all users. Users can also export this information into a .xlsx file.
	Session settings	Configure session settings such as the amount of time after which a user will be logged out due to inactivity and whether a session cookie is required.
	Single sign-on	Configure users to be authenticated with the configured IdP.
	Two-step verification	Require users to verify their identity beyond entering their email address and password.
AI management	AI features	Enable and manage AI capabilities across the OneTrust Platform.
Global activity	Activity log	Review and investigate user and system activity across the OneTrust Platform.
Data import	Bulk import	Import records, such as OneTrust users, processing activities, data elements, assets, legal entities, consent receipts, and more, in bulk.
	Import templates	Access templates used to bulk create and bulk update records using a spreadsheet that can be imported into the OneTrust platform.
Email and branding	Application branding	Customize the OneTrust paltform and sign-in page with your organization's branding and colors.
	Domains	Create a custom subdomain to personalize the user experience and control additional branding elements of the OneTrust platform.
	Email settings	Configure how notification emails from the OneTrust platform are sent to users and data subjects.
	Email Branding & Templates	Customize your organization's emails' branding and template.
Location management	Locations	Manage the locations available for use across the platform.
	Location settings	Configure custom attributes for locations.
General settings	Account management	Access the contact information for your OneTrust Team.
	Billing and subscriptions	View and edit your active subscriptions, credit cards, and billing address information. Note: This menu only displays for Site Admins of eCommerce accounts.
	Automation rules	Define the frequency at which automation rules are run.
	Data retention	Set up automated processes for data retention.
	Date & time	Configure the formatting of dates and times in the OneTrust platform.
	Homepage announcement	Configure whether the Announcements widget appears on the OneTrust platform homepage.
	Sandbox management	Create and manage a sandbox account to test system updates that are upcoming in the OneTrust platform.
	Self-service portal	Configure the Self-Service Portal settings.
Language	Localization editor	Customize the labels and text in the OneTrust platform for each language.
	System language	Customize which languages you want to use throughout the platform.
Support	Feature management	Configure which General features and Preview features are enabled or disabled for the account.
	Help center	Configure a custom support message and select who will receive user messages.
PIA & DPIA Automation	Assessments	Configure settings for assessment workflows and approval.
	Templates	Manage template creation and assignment settings.
Consent	General	Configure settings for Collection Points and Preference Centers.
	Public keys	Enter the public key sent in the authorization token in order for OneTrust to validate your requests.
	Double opt in	Configure whether reminder emails are sent to data subjects that did not confirm their consent through the original confirmation email.
	Linked identities	Define linked relationships between multiple data subject identifiers for enhanced identity management.
	Magic links	Enable magic links access tokens, as well as manage their use/availability.
Cookie Consent	Organization defaults	Configure templates and geolocation rule groups as Universal Default or Organization Default.
	HTML sanitization	Disable HTML sanitization, allowing you to add HTML tags in templates.
	New experience	Use the redesigned interface to streamline management of consent templates, banners, and preference centers.
Data Mapping Automation	Inventory	Configure inventory settings and assessment-based inventory updates.
	Organization visibility filters	Manage the visibility of data elements as options in the personal data question based on the organization of the assessment or the inventory record.
Data Catalog	Tags	Configure whether data assets will automatically inherit classification tags from the terms you assign to the assets.
Data Discovery	Classifier	Define the confidences ranges for each confidence level and configure whether Data Discovery will automatically approve any discovered terms with a confidence score greater than the configured value.
	General	Configure whether Data Discovery will automatically update the worker node to the latest available version and schedule when the auto-update will occur.
Privacy Rights Automation	Cost calculator	Enable the Cost Calculator to determine the actual cost of each case.
	Duplicate criteria	Use matching rules to automatically detect potential duplicate requests that are submitted within a specified time frame.
	Portal access	Manage portal access settings.
	Portal footer customization	Provide custom text in the portal footer, which may include a link to your privacy policy.
	Attachment retention policy	Set up a retention policy for case attachments provided by data subjects so that after a designated time frame following the completion of a data subject request, attachments provided in support of that request can be automatically deleted.
	Portal language	Enable languages that will be supported in the portal for data subjects to select.
	Locations	Configure which locations are visible in country selectors.
	Data Rights Protocol	Manage the automation of DRP requests into OneTrust.
	Trust Center portals	Use branded virtual portals for data subject requests.
Policy Management	General	Enable Microsoft Word Online Integration to build and edit policies using Microsoft Word Online.
Incident Management	General	Set the default naming convention for incidents created via assessments.
Risks Controls & Evidence	General	Configure Risk Owner assignment.
	Risk scoring	Configure the organization's risk scoring methodology.
	Evidence notifications	For each collection interval, set up email reminders for assignees to collect pending evidence.
Third-Party Risk Management	General	Configure settings for Third-Party Risk Management.
Third-Party Risk Exchange	General	Choose data partners that are visible in the Exchange.
Ethics & Compliance	Attribute Manager	Manage attributes, also referred to as "person attributes", for Ethics & Compliance to facilitate how you build rule-based groups and enable enhanced targeting.
Third-Party Due Diligence	General	Configure settings for Third-Party Due Diligence.
	Notification Settings	Configure which recipients are notified when certain notifications are sent.

Local Settings Reference

Local settings can be set for each organizational group. Child organizations will automatically inherit the settings configured for the parent organization, but can be customized for the child organization and below.


Section	Setting	Description
General Settings	Date and Time	Configure the formatting of dates and times in the OneTrust platform.
Email and Branding	Application Branding	Customize the Logo, Header, Brand, Background Color, and Text Color to match your organization's branding. Switch between organizations in the header to configure different organizations' branding choices.
	Email Branding & Templates > Templates tab	Customize templates and branding designs for emails.

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