Usercentrics CMP Version 2 (EN)

Overview

1 1. Sign up and login to the Admin Interface / Account Interface
2 2. Switch from version 1 to version 2
3 3. Add all information to the Configuration section
4 4. Service Settings
5 5. Create Service Categories in Service Settings
6 6. Add all relevant technologies
7 7. Appearance
8 8. Content
9 9. Implementation
10 10. DPS Scanner
11 11. Analytics and Reports
12 Do you need further help?

1. Sign up and login to the Admin Interface / Account Interface

→ Sign up or log in using your email address and password.

→ Please enter your Settings-ID to the search bar and confirm by pressing “enter”.

Do you want to add further user(s)? Please read this article.

2. Switch from version 1 to version 2

Switch from version 1 to version 2 via the dropdown in the header menu.

This step is not required if your Customer Success Manager has only activated version 2 for your Settings-ID. (How do I find out if my Settings-ID is using version 1 or version 2 of the CMP?)

3. Add all information to the Configuration section

Please enter the following mandatory details:

Data Controller
Domain Settings

We recommend adding the following details as well:

Language Settings
Legal Specification

4. Service Settings

Navigate to Service Settings and start the initial Crawl of your Website by entering the domain in the DPS Scanner. The DPS Scanner scans your Website for Data Processing Services, being active on your Website (whether knowingly or not), and need to be consented by the user, according to data protection regulations.

5. Create Service Categories in Service Settings

→ The categories Marketing, Functional, and Essential are available by default, but you can add or customize your own categories based on your needs.

→ Assign the Data Processing Services (DPS) to the dedicated categories.

6. Add all relevant technologies

Add all relevant technologies for your website indicated through the initial Crawl of the DPS Scanner.

Actions: “Add Service” or “Create Service” to add a Service as DPS (Data Processing Service).

The Scripts of all technologies used need to be adjusted in accordance with the Usercentrics implementation guidelines, whether you implemented them directly to your Website code, or through a Tag Management System (f.e. Google Tag Manager).
Find the technical documentation and Implementation Guide here.
Usercentrics provides predefined DPS through a database, you can add them by clicking “Add Service”. If you´re missing a specific DPS, you can create your own (customized) DPS with the action “Create Service”. If you prefer to change a DPS partially, you can adjust a predefined DPS by clicking “Customize Predefined Service.”

7. Appearance

Configure the Design of your CMP in the Appearance section. Using the Styling tab, you can adjust the Brand Color, and Logo.

→ Using the Layout tab, you can define the Layer and Buttons to be displayed.

8. Content

Define the texts and links for all elements and layer of your CMP in the Content section. You can link your Imprint and Privacy Policy under item “First Layer.”

9. Implementation

Copy the CMP Script Tag from Implementation and implement it to the head section of your website.

10. DPS Scanner

After the launch of your CMP you can regularly check the results of the DPS Scanner.

→ The DPS Scanner may monitor piggybacking technologies not integrated directly on your Website. These technologies can be added as Subconsents in the Service Settings section.

→ Before adding additional Data Processing Services to your CMP, we recommend checking with your Data Protection Officer first.

11. Analytics and Reports

After the Go-Live of your CMP check the Analytics and Reports section for detailed Opt-in Reports* on a monthly basis. Use the reports to monitor your opt-in rates and for initiation of optimization measurements of your CMP.

Do you need further help?

How can I get help with technical questions?