Consents

Consents, or more precisely "data subject consents", are the expressions of will by customers with which they express their consent that their personal data be processed by you. Consents relate to a specific processing and in particular to processing based on consent.

Open2b records both the granting of consent and its revocation. This way you can proceed with processing or stop it based on the customer's choices.

Open2b also allows you to grant or revoke a processing on behalf of a customer directly from the admin in cases where the customer expressed their will not directly from the site but through another method such as a paper form or a statement given in an email or any other form in accordance with the regulation.

View granted or revoked consents

Granted consents can be consulted in the admin in customer records (for consents related to a customer record), in orders (for consents related to an order) and in quotes (for consents related to a quote).

In addition, in the admin under Settings > Privacy > Consents you can see consents granted and revoked by all customers.

View consents granted on a customer record

1. Go to the Customers section.
2. Go to the Customers subsection.
3. Click the customer for whom you want to see the consents granted on the personal data in their record.
4. Click Privacy. Granted consents (those with a check mark) and consents that can be granted (those without a check mark) will be shown.
5. Click a consent to view its details.

View consents granted on an order

1. Go to the Sales section.
2. Go to the Orders subsection.
3. Click the order for which you want to see the consents granted on the personal data contained in it.
4. Click Privacy. Granted consents (those with a check mark) and consents that can be granted (those without a check mark) will be shown.
5. Click a consent to view its details.

View consents on a quote

1. Go to the Sales section.
2. Go to the Quotes subsection.
3. Click the quote for which you want to see the consents granted on the personal data contained in it.
4. Click Privacy. Granted consents (those with a check mark) and consents that can be granted (those without a check mark) will be shown.
5. Click a consent to view its details.

View all granted and revoked consents

1. Go to the Settings section.
2. Go to the Privacy subsection.
3. Click Consents.

The following table describes the various consent fields:

Reference	Personal data to which the consent refers.
IP address	IP address of the device from which consent was granted or revoked.
Date	Date and time when consent was granted or revoked.
Method	Method by which consent was granted or revoked. It can be: Site if it was granted or revoked by the customer from the site Admin if it was granted or revoked by a manager from the admin or it can be another value (settable via API)
Title	Title of the processing to which the consent refers, as it was at the time it was granted or revoked.
Granted	Indicates whether the consent was granted. If it is not granted then it is revoked.

Through the API it is also possible to see, in addition to the title, the description of the processing.

Revoke a consent

Revoke consent on a customer record

1. Go to the Customers section.
2. Go to the Customers subsection.
3. Click the customer for whom you want to revoke a consent.
4. Click Privacy.
5. Click the processing for which you want to revoke consent. A new window will open.
6. Click Remove consent.

Revoke consent on an order

1. Go to the Sales section.
2. Go to the Orders subsection.
3. Click the document for which you want to revoke a consent.
4. Click Privacy.
5. Click the processing for which you want to revoke consent. A new window will open.
6. Click Remove consent.

Revoke consent on a quote

1. Go to the Sales section.
2. Go to the Quotes subsection.
3. Click the quote for which you want to revoke a consent.
4. Click Privacy.
5. Click the processing for which you want to revoke consent. A new window will open.
6. Click Remove consent.