Usercentrics - PUBLIC

Usercentrics CMP Version 1 (EN-Version)

Owned by Lukas Gilbert
Last updated: Aug 28, 2023 by Jenny Klöpfer (Unlicensed)
4 min read

The following step-by-step guide will give you an overview of the first steps in the Usercentrics Admin Interface. The document will guide you through the initial setup of your personal CMP and summarizes the functionalities and configuration options.

The following step-by-step guide will give you an overview of the first steps in the Usercentrics Admin Interface. The document will guide you through the initial setup of your personal CMP and summarizes the functionalities and configuration options.

Overview

1. Signup and Login to the Usercentrics Admin Interface

Please enter your Settings-ID in the search bar and confirm by pressing Enter.

2. Add all Information in the section General

Please fill in the following mandatory details:

  • Data Controller

  • Domain Settings

The following details are recommended:

  • Imprint & Privacy Policy

  • Language Settings

  • Legal Specification

  • User Management

3. Service Settings

Navigate to Service Settings and start the initial Crawl of your Website by entering the domain in with the DPS Scanner. The DPS Scanner scans your Website for Data Processing Services, that are running on your website (whether knowingly or not) and needs to receive consent from the user, according to data protection regulations.

4. 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.

5. 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” in order to add a DPS(Data Processing Service).

  1. 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 (e.g. Google Tag Manager).

  2. Find the technical documentation and implementation guide here.

  3. 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.”

6. Appearance

Configure the design and content of your CMP in the Appearance section. In CMP Verison 1 it is possible to use Custom CSS* to customize your CMP.

→ The Custom CSS option * is available at Appearance.

7. Implementation

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

Find all Implementation Guides for CMP Version 1 here.

8. DPS Scanner

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

It monitors your website daily and updates the overview accordingly, every 24 hours.*

→ 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.

9. Analytics and Reports

After 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 the initiation of optimization measures of your CMP.

Do you need further help?

How can I get help with technical questions?

 

Usercentrics - PUBLIC