Adapt (UK/EMEA)

An explanation of Consent, and the features within Adapt to  administer Consent.

GDPR - Using the Consent basis for processing data - Overview

How to request and record Consent and Explicit Consent. Evidencing Consent, reviewing and refreshing Consent and withdrawing Consent.

GDPR - Using the Consent Approach in Adapt

An explanation of Legitimate Interest, and the features within Adapt to administer Legitimate Interest.

GDPR - Using the Legitimate Interest basis for processing data - Overview

How to inform individuals being processed using LI, Contract, Legal Obligation, Vital Interest & Public Task. Audit & monitoring in Adapt.

GDPR - Using the Legitimate Interest Approach (and Other Processing Methods) in Adapt

An explanation of Individual Rights, and the features within Adapt to administer Individual Rights.

GDPR - Upholding Individual Rights -  Overview

Permission to delete/restrict records & run SAR, Storing GDPR consent & policy  documentation, GDPR settings.

GDPR Settings in Adapt

How Adapt could help to prove your Individuals have been informed about the collection and use of their personal data.

Right to be Informed

How to grant access to the GDPR portal where an Individual can view their personal data held in Adapt.

Right of Access

The ability to edit journal notes in Adapt in order to correct any inaccurate data held on a person record

Right to Rectification

When and how to remove (delete), retain, or retain and restrict the data of Individuals in Adapt.

Right to Erasure (Right to be Forgotten)

How to temporarily stop processing the data of a person in Adapt, whilst it is being reviewed.

Right to Restrict Processing

Giving Individuals access to their Adapt data through the GDPR portal where they can download any personal documentation

Right to Data Portability

How to record the Objection or Consent Withdrawal & the reasons for it. How to record the Agency's decision; continue or stop processing.

Right to Object

What happens when deleting a person who is both a Candidate and a Contact in Adapt.

Deleting an Individual for GDPR with dual roles in Adapt

Option to override Batch Eshots to Candidates. Dual Role Eshot email settings.

GDPR Eshot settings

GDPR Process Enhancements in Adapt

Erecruit

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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