Guided Onboarding Workshop: Data Redaction

Workshop Outline

Implementation Outcome Summary

At the end of the set of workshops, Customer should be able to:

Upload files
Set, define, and manage redaction preferences
Share file results
Configure custom roles, if required

Workshop 1: Tool Walkthrough


Prerequisites	Responsibility
Share relevant myOneTrust articles	OneTrust
Review myOneTrust Knowledge Base and Lessons	Customer
Provide access to getting started materials	OneTrust
Issue meetings invites	OneTrust


Workshop	Responsibility
Training on Redaction Preferences	OneTrust
Training on File Uploads	OneTrust
Training on Managing Redactions	OneTrust
Training on Sharing Results	OneTrust
Define Redaction Preferences	Customer


Follow-Up	Responsibility
Send meeting notes, action items, and updated delivery checklist	OneTrust
Finalize and configure Redaction Preferences	Customer

Workshop 2: Roles 7 Permissions Training (If Applicable)


Prerequisites	Responsibility
Share relevant myOneTrust Articles	OneTrust
Review myOneTrust Knowledge Base and Lessons	Customer


Workshop	Responsibility
Review Current User Roles & Permissions	OneTrust
Training on custom roles	OneTrust


Follow-Up	Responsibility
Send meeting notes, action items, and updated delivery checklist	OneTrust
Finalize and configure custom roles	Customer

Workshop 3: Best Practices & Transition to Support


Prerequisites	Responsibility
Complete all workshops	Customer


Workshop	Responsibility
Final walkthrough of product end-to-end	OneTrust
Discuss best practices for process optimization	OneTrust
Close out final questions and open items	Joint
Disable any OneTrust user accounts tied to this specific module implementation project immediately (includes prod and non-prod environments)	Customer


Follow-Up	Responsibility
Send meeting notes, action items, and updated delivery checklist	OneTrust
Provide OneTrust Support team information	OneTrust

Last updated: October 16, 2026