Setting Up Purposes of Processing

To create a Purpose

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the Add new button. The Create purpose screen appears. 

   
   

   

   
   
   

   

   
   

   Field

   Description

   Purpose name

   Enter a unique name for the purpose.

   Note:

   The name that you enter will be used internally in the platform to help you identify the purpose.

   Purpose category

   The primary intent or function of the purpose. This categorization helps users understand the context and relevance of the purpose.

   Description

   Enter a description of the purpose of processing. You can add rich text formatting options to customize the content of your purpose description using the editing tools. For more information, see the Rich Text Editor Reference.

   Note:

   The description that you enter will be used internally in the platform to help you identify the purpose.

   Organization

   Select the organizations to which you want to link the purpose of processing. If an organization is not selected in this field, the consent will be visible to all users.

   Linking purposes of processing to specific organizations limits a user's ability to view the list of data subjects and the purposes for which they have given consent based on the user's organization. Users within a linked organization or a respective parent organization will be able to view the list of data subjects and the purposes for which they have given consent. Users within sibling or child organizations will not be able to view this information.

   Note:

   The Organization(s) field is required when the Require Organization Field for Purposes setting is enabled in Global Settings. For more information, see Universal Consent & Preference Management Settings.

   Default language

   Select the default language for the purpose of processing.

   Note:

   A related entry for the selected language will be created in the Translations table for the purpose.

   Implicit consent

   Enable this setting to capture implicit consent for this purpose. For more information, see About Implicit Consent. If enabled, enter the length of time in days, months, or years that a data subject's consent to the purpose will remain valid.

   Implicit consent: Show explicit consent checkbox in preference center

   Enable this setting to allow data subjects to confirm consent explicitly in your preference center.

   Implicit consent: Implicit confirmation text

   Enter the description that you want to show for implicit consent capture in the Implicit confirmation text field.

   Expiration

   Enable this setting to automatically expire data subject consent after a specified period of time relative to the date when consent was given.

   If enabled, enter the length of time in days, months, or years that a data subject's consent to the purpose will remain valid.

   Note:

   The expiration of the purpose will apply to the purpose version for which consent was given. For more information, see Optional: Managing Purpose Versions. Please note that for profiles that have not provided any type of consent (i.e., Not Given), the data subject's purpose status will not expire.

   Geolocation tracking

   Enable this setting to capture a data subject's geolocation if they provide consent to this specific purpose.

   Note:

   If enabled, by default it will be enabled for the purpose the next time it is added to a collection point / preference center. However, the Enable geolocation tracking setting must also be enabled for the collection point / preference center in order to capture geolocation information.

   For more information on geolocation capture, see Configuring Geolocation Capture.

   Custom attributes

   Select the custom purpose attribute values for the purpose of processing.

3. Complete the fields on the Details tab, as necessary.

4. For more granular consent preferences, associate purpose preferences to the current purpose on the Purpose preferences tab.

5. Click the Select purpose preferences button. Then click the Create new button on the Select purpose preferences modal to create as many new purpose preferences as you need.

   The Create purpose preference screen appears.

   
   

   

   
   
   

   

   
   

   Note:

   For more information on purpose preferences, see Adding and Editing Purpose Preferences.

6. Click the Finish button. 

To enter Custom Purpose Attribute Values after Purpose creation

If custom purpose attributes are configured on the Attribute manager screen, you can enter values for these attributes on the Details tab. Once the values are saved, they will be available in the public APIs.

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the link in the Name column for the purpose for which you want to add custom purpose attributes. The Purpose details screen appears.

   Note:

   For purposes in Active status, you will need to create a new version of the purpose before you can configure the custom attribute values.

3. In the Custom attributes section, you will find the custom purpose attributes created using the Attribute manager. You can then add values for each custom attribute, as needed.

   Note:

   If the custom attribute is set to required, you will not be able to save any changes to the purpose until a value is entered for the attribute.

To add Purpose Preferences after Purpose creation

You can associate purpose preferences with a purpose on the Purpose preferences tab. Adding purpose preferences to a purpose allows data subjects to indicate more granular consent preferences by selecting among a more flexible list of options. Purpose preferences will appear along with the purpose in collection points and preference centers to which the purpose of processing is added.

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the link in the Name column for the purpose for which you want to add a purpose preference. The Purpose details screen appears.

3. Navigate to the Purpose preferences tab.

4. Click the Select purpose preferences button. The Select purpose preferences modal appears.

   
   
   

5. Select the check boxes corresponding to each of the purpose preferences you want to associate with the purpose.

6. Click the Save button. The purpose preferences you selected appear on the Purpose preferences tab.

   
   
   

To remove a Purpose Preference from a Purpose

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the Purposes screen appears.

2. Click the link in the Name column for the purpose from which you want to remove a purpose preference. The Purpose details screen appears.

3. Navigate to the Purpose preferences tab. 

4. Click the Context Menu icon corresponding to the purpose preference you want to remove.

5. On the Context menu, select Remove. The Remove purpose preference modal appears.

   
   
   

6. Click the Remove button.

To add translations for a Purpose

If you want to provide translations for the purpose in additional languages, you can add those languages to the Translations table using the Manage languages modal.

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the link in the Name column for the purpose for which you want to add translations. The Purpose details screen appears.

3. Navigate to the Translations tab.

4. Click the Manage languages button. The Manage languages modal appears.

   
   
   

5. Select the check boxes for the languages you want to add to the Translations table.

   Note:

   Enable the Show advanced language options setting if you need regional variants. To set your preferred default language for the purpose, click the Default circle next to the language you want.

6. Click the Save button. The languages that you added will appear on the Translations tab.

   Note:

   By default, the original text will appear in the Name and Description fields for the added languages.

7. In the This version column of the Translations table, add your translation of the content in the Name and Description fields for the respective languages.

   
   
   

8. Click the Save button.

To publish a Purpose

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the link in the Name column for the purpose you want to publish. The Purpose details screen appears.

3. Click the Publish button. The Publish purpose modal appears.

   
   
   
   Note:

   Once a purpose of processing has been published, it cannot be edited. You can create a new version of the purpose in order to make changes.

Text Formatting Options

Available Icons

Description

The following icons are available to format your text. Click the More Text icon to show additional text formatting options.

The following options are available: Bold - Makes the selected text bold. Italic - Makes the selected text italic. Underline - Makes the selected text underlined. Subscript - Makes the selected text a smaller typeface at a level below the main text. Superscript - Makes the selected text a smaller typeface at a level above the main text. Font Size - Applies the selected font size to the text. Text Color - Applies the selected color to the selected text. Background Color - Applies the selected color as the background of the selected text.

Paragraph Formatting Options

Available Icons

Description

The following icons are available to format your paragraphs. Click the More Paragraph icon to show additional paragraph formatting options.

The following options are available: Note: Icons with an arrow include additional formatting options from which you can select. Align Left - Left-aligns the selected text. Align Centre - Centers the selected text. Align Right - Right-aligns the selected text. Align Justify - Justifies the selected text. Ordered List - Inserts a numbered (ordered) list. Unordered List - Inserts a bulleted (unordered) list. Decrease Indent - Reduces the indentation level of the selected text by one level. Increase Indent - Increases the indentation level of the selected text by one level. Paragraph Format - Expands a list of heading and text styles.

Additional Options

Available Icons	Description
Click the Insert Link icon to insert a link that redirects to another URL when it is clicked. Once clicked, the Insert Link popover appears where you can define the URL and text and decide whether the new destination opens in a new tab. The following icons are available once a link is added.	The following options are available: Note: Icons with an arrow include additional options from which you can select. Choose Link - Select a URL from the predefined list. Open Link - Opens the inserted URL. If the Open in new tab checkbox is selected, a new tab appears. If the checkbox is not selected, the URL opens in the existing page. Style - Expands a list of link styles. Edit Link - Opens the Insert Link popover to edit the link. Unlink - Removes the link from the selected text.
Click the More Rich icon to show additional formatting options. The following icons are available to insert additional objects within your content block.	The following options are available: Insert Horizontal Line - Inserts a horizontal line. Insert Table - Inserts a table with the selected columns and rows. Additional table formatting options are available once a table is added. For more information, see the row below. Insert Image - Inserts an image you select to include.
Click the Insert Table icon to insert a table with the selected columns and rows. The following icons become available to format your table when clicking any of the existing cells.	The following options are available: Note: Icons with an arrow include additional options from which you can select. Table Header - Applies a header row to the table. Table Footer - Applies a footer row to the table. Remove Table - Deletes the entire table. Row - Inserts or deletes a row in the table. Column - Inserts or deletes a column in the table. Table Style - Expands a list of table styles. Cell - Expands a list of formatting options for the selected cell. Cell Background - Applies the selected color as the background for the selected cell. Vertical Align - Expands a list of vertical alignment options for the selected cell. Horizontal Align - Expands a list of horizontal alignment options for the selected cell. Cell Style - Expands a list of cell styles.

Action and View Options

Available Icons	Description
The following icons are available to perform actions and adjust your view. Click the More Misc icon to show additional actions and view options.	The following actions are available: Undo - Reverses the last action you performed. Redo - Repeats the last Undo action you performed. The Redo icon only becomes available after you select Undo. Code View - Adjusts the editor to let you view and edit your content in code view. Fullscreen - Adjusts the editor to take up the entire browser window.

To create a new version of a purpose

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the link in the Name column for the active purpose for which you want to create a new version. The Purpose details screen appears.

3. Click the Create new version button.

4. Make changes to the purpose, as necessary.

5. Click the Save button. 

6. Click the Publish button. The Publish purpose modal appears.

   Minor version

   
   
   

   Major version

   
   
   

7. Click the Publish button if you are releasing a minor version. If you are publishing a major version, the Publish purpose modal will appear, allowing you to switch to a minor version if needed. Choose and click Publish as minor or Publish as major, depending on the nature of the change.

   Note:

   Once a purpose of processing has been published, it cannot be edited. You can create a new version of the purpose in order to make changes.

To delete a draft version of the Purpose

1. On the Universal Consent & Preference Management menu, select Setup > Purposes. The Standard purposes tab on the  Purposes screen appears.

2. Click the link in the Name column for the draft version of the purpose that you want to delete. The Purpose details screen appears.

3. On the Version history pane, click the Delete icon corresponding to the draft version of the purpose that you want to delete.

   
   
   

4. The Discard draft version modal appears.

   
   
   

5. Click the Confirm button. The content on the Purpose details screen reverts to the last active version.