Managing Data Subject Groups

Data Subject Groups are used to map relationships between multiple data subjects and link these identities for enhanced identity management. Data Subject Groups establish a parent-child relationship between data subjects, where parent data subjects have the authority to provide consent on behalf of the children data subjects within the same group.

Data Subject Groups can be used to link multiple data subjects associated with one person or multiple data subjects associated with multiple different people. With Data Subject Groups, granular preferences are kept for each individual data subject within the group, but the preferences across all data subjects within the group can be viewed and managed within a single interface. If a parent data subject of the group were to provide consent on behalf of a child data subject, then this would be captured in the child data subject's user activity as "Parent Data Subject" made changes on behalf of "Child Data Subject".

Note:

For more information on using Data Subject Groups for managing parental consent on behalf of a child, see Managing Parental Consent on Behalf of Child Data Subjects.

To view data subject groups

  1. On the Universal Consent & Preference Management menu, select Data Subjects > Groups. The Data Subject Groups screen appears.

  2. Click an option under the Data Subject Groups pane on the left or enter a data subject group name or data subject identifier in the Search field. The Parents and Children data subjects associated with the data subject identifier appear on the right of the screen.
    Note:

    If a group is present with the same Parent, the children will be added to the same group instead of creating a new group, as groups can have multiple Parents.



    Field
    Description
    Group Name

    The name of the group is by default the primary identifier associated with the group.

    Parents

    The section of data subject identifiers for parent data subjects of the data subject group. Select the identifier to view the details of the data subject.

    Children

    The section of data subject identifiers for children data subjects of the data subject group. Select the identifier to view the details of the data subject.

    Identifier

    The data subject identifier associated with the data subject.

    Identifier Type

    The type of data subject identifier associated with the data subject.

    Other Linked Groups

    Indicates the number of other data subject groups with which the data subject is associated.

    Date Created

    The date on which the data subject was created.

    Last Updated

    The date on which the data subject was last updated.

    Organization

    The name of the organization(s) under which the data subject's consent is recorded.

To create a data subject group

Data Subject Groups can be created through a data subject's interaction with a Collection Point or Preference Center, and the information gathered from the interface will be stored as Data Subject Groups. Alternately, Data Subject Groups can be manually created in the application using the following procedure:

  1. On the Universal Consent & Preference Management menu, select Data Subjects > Groups. The Data Subject Groups screen appears.

  2. Click the Create Group button. The Create Group screen appears.

  3. Enter a name for the data subject group and select the parent data subject and child data subject(s) to include in the group. You must press the Enter key in order for the data subject to be added to the group. The data subject should then appear below the field.
    Note:

    You can create a new data subject by clicking the Create New button directly from this screen, if needed.

    For more information, see Create Group Screen Reference.

  4. Click the Save button.

Create Group Screen Reference



Field
Description
Group Name

Enter a name for the data subject group.

Parent

Enter the full data subject identifier for the data subject that should have the authority to provide consent on behalf of the associated child data subjects and press the Enter key. Full data subject identifiers are required and can be copied from the Data Subjects screen.

Note:

Only one parent data subject identifier can be selected as the owner of a data subject group. The same data subject identifier cannot be parents within more than one data subject group.

Children

Enter the full data subject identifier for the child data subjects for which the parent data subject can provide consent and press the Enter key. Full data subject identifiers are required and can be copied from the Data Subjects screen.

Note:

Multiple child data subjects can be added within a data subject group.

Identifier Type

Select the identifier type for the data subject you are creating.

Note:

This field appears only after the Create New button is clicked.

Identifier

Enter the data subject identifier value, such as the email address.

Note:

This field appears only after the Create New button is clicked.

To edit a data subject group

  1. On the Universal Consent & Preference Management menu, select Data Subjects > Groups. The Data Subject Groups screen appears.

  2. Select the data subject group you want to edit and click the Edit Group button. The Create Group screen appears.

  3. Make changes as necessary. For more information, see Create Group Screen Reference.

    • To modify the name: Update the Group Name field.

    • To add a data subject to the group: Enter the full data subject identifier and press the Enter key.

    • To remove a data subject from the group: Click the X corresponding to the data subject you want to remove.

  4. Click the Save button.
Note:

For more information, see the available Data Subject Groups APIs in our Developer Portal.