Configuring Privacy, Confidentiality and Other Policies

Overview

Privacy is a shared responsibility. This feature allows organizations to better highlight their privacy and other stated policies, provides tools to manage country and language combinations, and places persistent links to policies on login pages and user portals.

Feature Illustrated

Privacy and Security link displayed on a users portal (above).

Privacy and Security link displayed on user login page (above).

Country and language policy configuration page is displayed above. Found under Configuration > Global Settings > Privacy and Security tab.

Configuring the Privacy and Security Settings

You must create a policy for the Default Country and English language first. The default will be displayed to all users prior to login.

1. From the Configuration menu, click on Global Settings.
2. Click on the Privacy and Security tab.
3. The list of configured Privacy and Security policies is displayed.
4. Click + New Policy icon to configure a new policy, or click on the "Edit Policy" icon to modify an existing policy.
5. Complete the privacy settings field options.
6. Click Save to save the policy.

Privacy and Security Field Options

The following are field options for configuring Privacy and Security policies:

Policies

This section allows you to create specific country and language policy combinations.

• Country - Select the country this specific policy will pertain to from the drop down list. Choose the Default Country option when creating a general (non-country specific) policy. The Default Country is displayed pre login. Post login, the privacy policy displayed is determined by the users settings.
• Language - Select the language that will be associated with the country selected from the above option.

Policy Details

This section allows for the labeling of policies and the adding of policy details via rich text or external link. For all policies listed below, each policy can be labeled individually using the label field to the right of the policy name. The policies (with the exception of Introduction) have 3 options None, Rich Text, and URL. The None option means that this policy is not defined for this country/language policy combination, the Rich Text option allows the creation of the specific policy using the rich text editor, and URL allows the specifying of a URL link resource to be referenced from an external site.

• Introduction - This defines the first policy page displayed and can be used to introduce the policies that have been defined. Only the rich text option is available for defining the introduction (no URL option).
• Privacy Policy - This option allows the privacy policy to be defined.
• Communications Policy - This option allows the communication policy to be defined.
• Data Access - This option allows the data policy to be defined.
• Accountability - This option allows the accountability policy to be defined.
• Data Confidentiality - This option allows the data confidentiality policy to be defined.
• Performance Integrity - This option allows the performance integrity policy to be defined.
• International Data Privacy - This option allows the international data privacy policy to be defined.

Adding the Privacy & Security link to Existing login pages

For login pages created prior to the introduction of this feature (April 2016) the Privacy & Security link will not show by default. This can be added manually by updating the Standard Template located on the Login Screen Content page. Note: Updating the Standard Template will remove any previous formatting. It is recommended that you start with the Standard Template and then customize the page to your satisfaction. In the case where you decide that you do not want to use the Standard Template the code below includes the link to insert it manually:

<a href="/s_viewpolicies.jsp?companyid=@companyid@&policylang=@lang@&isexternal=1">Privacy & Security</a>

Notes

• Each field includes a last modified by and modified date stamp
• Policy formats include both rich text format and URL link to a webpage containing the policy
• Additional policies can be added by clicking the + plus icon at the bottom of the Policy Details section.