Configuration & Settings

Portal Configuration

Basic Setup

Enable DSR Portal

Navigate to: SLOS → Settings → Modules

1. Locate DSR Portal module
2. Click Enable
3. Configure basic settings
4. Set up identity verification
5. Configure notification settings

Required Settings


• Portal URL: Public portal access URL
• Company Information: Company details for portal
• Contact Information: DSR contact details
• Language Settings: Default and available languages

Portal Branding


Visual Branding


• Logo Upload: Upload company logo
• Color Scheme: Primary and secondary colors
• Font Selection: Choose from web-safe fonts
• Custom CSS: Advanced styling options

Content Branding


• Company Name: Display name on portal
• Tagline: Portal tagline or description
• Welcome Message: Custom welcome text
• Footer Content: Custom footer information

Request Configuration


Request Types Configuration


Enable Request Types


• Access Requests: Enable/disable access requests
• Rectification Requests: Enable/disable rectification
• Erasure Requests: Enable/disable erasure (right to be forgotten)
• Restriction Requests: Enable/disable restriction
• Portability Requests: Enable/disable data portability
• Objection Requests: Enable/disable objection

Request Settings


• Custom Labels: Customize request type labels
• Descriptions: Custom descriptions for each type
• Eligibility Rules: Configure eligibility criteria
• Required Fields: Set required form fields

Workflow Configuration


Processing Workflows


• Automated Processing: Configure automation rules
• Manual Review: Set manual review thresholds
• Escalation Rules: Configure escalation criteria
• Approval Workflows: Set up approval processes

SLA Configuration


• Response Times: Set response time SLAs
• Escalation Times: Configure escalation triggers
• Extension Rules: Allow SLA extensions
• Penalty Rules: Configure SLA violations

Identity Verification


Verification Methods


Email Verification


• Email Templates: Customize verification emails
• Expiration Time: Set verification link expiration
• Retry Limits: Set verification attempt limits
• Backup Methods: Configure alternative verification

SMS Verification


• SMS Gateway: Configure SMS provider
• Phone Validation: Set phone number validation rules
• Cost Controls: Set SMS sending limits
• International Support: Enable international SMS

Document Verification


• Accepted Documents: Configure accepted document types
• Storage Settings: Configure secure document storage
• Retention Policy: Set document retention period
• Manual Review: Configure manual verification process

Advanced Verification


Biometric Options


• Facial Recognition: Enable facial recognition
• Device Fingerprinting: Enable device verification
• Behavioral Analysis: Configure typing pattern analysis
• Risk Scoring: Set risk assessment thresholds

Third-Party Verification


• Identity Providers: Configure third-party services
• API Integration: Set up verification APIs
• Cost Management: Configure verification costs
• Fallback Options: Set fallback verification methods

Team Management


User Roles Configuration


Role Definitions


• Administrator: Full system access
• DSR Manager: Team management and oversight
• DSR Processor: Request processing
• Legal Reviewer: Legal compliance review
• Auditor: Read-only audit access

Permission Settings


• Request Access: Control request visibility
• Processing Permissions: Control processing actions
• Communication Permissions: Control communication capabilities
• Reporting Permissions: Control report access

Team Assignment Rules


Automatic Assignment


• Load Balancing: Configure workload distribution
• Skill Matching: Set skill-based routing
• Geographic Routing: Route by language/location
• Priority Routing: Configure priority-based routing

Manual Assignment


• Bulk Assignment: Enable bulk assignment features
• Reassignment Rules: Configure reassignment permissions
• Temporary Coverage: Set up absence coverage
• Supervisor Override: Configure override permissions

Communication Settings


Email Configuration


SMTP Settings


• SMTP Server: Configure email server
• Authentication: Set authentication credentials
• Encryption: Configure TLS/SSL
• Port Settings: Set SMTP port

Email Templates


• Acknowledgment: Receipt confirmation template
• Status Updates: Progress update templates
• Information Requests: Data request templates
• Completion Notices: Final outcome templates

SMS Configuration


SMS Gateway


• Provider Selection: Choose SMS provider
• API Credentials: Configure API access
• Sender ID: Set sender identification
• Delivery Reports: Enable delivery tracking

SMS Templates


• Verification Codes: Code delivery templates
• Status Updates: SMS status notifications
• Urgent Notices: Urgent communication templates
• Completion Alerts: Final outcome SMS

Data Processing Configuration


Data Sources


Database Connections


• Connection Settings: Configure database connections
• Query Permissions: Set database access permissions
• Query Optimization: Configure query settings
• Connection Pooling: Set connection pool settings

File System Access


• Directory Permissions: Configure file access
• Search Patterns: Set file search patterns
• Exclusion Rules: Configure exclusion filters
• Indexing: Enable file indexing

Cloud Storage


• AWS S3: Configure Amazon S3 access
• Google Cloud: Configure Google Cloud access
• Azure: Configure Azure blob access
• API Keys: Manage cloud API credentials

Export Configuration


Export Formats


• Default Formats: Set default export formats
• Format Options: Configure format-specific options
• Compression: Enable export compression
• Encryption: Configure export encryption

Export Security


• Password Protection: Enable password protection
• Expiration Settings: Set download expiration
• Access Logging: Enable access tracking
• Cleanup Policies: Configure automatic cleanup

Security Configuration


Access Security


Authentication


• Multi-Factor Authentication: Enable MFA
• Password Policies: Configure password requirements
• Session Management: Set session timeout
• Login Monitoring: Enable login tracking

Authorization


• Role-Based Access: Configure RBAC
• Permission Levels: Set granular permissions
• Access Auditing: Enable access logging
• IP Restrictions: Configure IP whitelisting

Data Security


Encryption


• Data at Rest: Configure database encryption
• Data in Transit: Configure TLS encryption
• File Encryption: Configure file encryption
• Key Management: Set up encryption key management

Privacy Settings


• Data Retention: Configure retention policies
• Anonymization: Set anonymization rules
• Data Masking: Configure data masking
• Deletion Policies: Set data deletion rules

Compliance Configuration


Regulatory Settings


GDPR Configuration


• Controller Details: Set data controller information
• Representative: Configure EU representative
• DPO Contact: Set DPO contact details
• Record Keeping: Configure record retention

CCPA Configuration


• Business Details: Set business information
• Service Providers: List service providers
• Data Categories: Configure data categories
• Opt-Out Methods: Set opt-out mechanisms

LGPD Configuration


• Brazil Representative: Set Brazilian representative
• Data Protection Officer: Configure DPO
• Processing Basis: Set lawful processing basis
• Data Subject Rights: Configure rights handling

Audit Configuration


Audit Settings


• Audit Logging: Enable comprehensive logging
• Log Retention: Set log retention periods
• Log Encryption: Enable log encryption
• Log Export: Configure log export

Compliance Monitoring


• Automated Checks: Enable compliance monitoring
• Alert Thresholds: Set compliance alert levels
• Reporting Schedule: Configure compliance reports
• Audit Preparation: Enable audit preparation tools

Performance Configuration


System Performance


Caching Settings


• Page Caching: Configure page caching
• Data Caching: Set data caching rules
• API Caching: Configure API response caching
• CDN Integration: Set up CDN delivery

Database Optimization


• Query Caching: Enable query result caching
• Index Management: Configure database indexes
• Connection Pooling: Set database connection pools
• Read Replicas: Configure read replicas

Scalability Settings


Load Balancing


• Server Configuration: Configure load balancers
• Session Affinity: Set session persistence
• Health Checks: Configure health monitoring
• Failover: Set up failover mechanisms

Auto-Scaling


• Scaling Triggers: Configure scaling rules
• Resource Limits: Set resource thresholds
• Scaling Policies: Define scaling policies
• Cost Controls: Set scaling cost limits

Integration Configuration


API Configuration


REST API Settings


• API Endpoints: Configure API endpoints
• Authentication: Set API authentication
• Rate Limiting: Configure API rate limits
• CORS Settings: Configure cross-origin settings

Webhook Configuration


• Webhook URLs: Set webhook endpoints
• Event Types: Configure webhook events
• Authentication: Set webhook authentication
• Retry Logic: Configure retry mechanisms

Third-Party Integrations


CRM Integration


• CRM Selection: Choose CRM system
• API Credentials: Configure CRM API access
• Data Mapping: Map data fields
• Sync Settings: Configure data synchronization

Help Desk Integration


• Help Desk System: Choose help desk platform
• Ticket Creation: Configure automatic ticket creation
• Status Sync: Set status synchronization
• Communication: Configure unified communication

Monitoring and Alerts


System Monitoring


Performance Monitoring


• Response Times: Monitor response times
• Error Rates: Track error rates
• Resource Usage: Monitor system resources
• Availability: Monitor system availability

Alert Configuration


• Alert Thresholds: Set alert thresholds
• Notification Channels: Configure notification methods
• Escalation Rules: Set alert escalation
• Alert History: Maintain alert history

Compliance Monitoring


Automated Monitoring


• SLA Monitoring: Monitor SLA compliance
• Compliance Checks: Automated compliance verification
• Audit Monitoring: Continuous audit monitoring
• Report Generation: Automated report generation

Backup and Recovery


Backup Configuration


Automated Backups


• Backup Schedule: Set backup frequency
• Backup Retention: Configure retention periods
• Backup Storage: Set backup storage location
• Encryption: Enable backup encryption

Manual Backups


• On-Demand Backups: Enable manual backups
• Selective Backups: Backup specific data
• Export Backups: Export backup files
• Verification: Enable backup verification

Recovery Configuration


Recovery Procedures


• Recovery Plans: Define recovery procedures
• RTO/RPO Settings: Set recovery time objectives
• Failover Systems: Configure failover systems
• Testing Schedule: Set recovery testing schedule

Troubleshooting Configuration


Debug Settings


Logging Configuration


• Log Levels: Set logging verbosity
• Log Rotation: Configure log rotation
• Log Storage: Set log storage location
• Log Analysis: Enable log analysis tools

Diagnostic Tools


• System Diagnostics: Enable diagnostic tools
• Performance Profiling: Configure profiling tools
• Error Tracking: Set up error tracking
• Health Checks: Configure health monitoring

Best Practices


Configuration Best Practices


Security First


• Enable all security features
• Use strong authentication
• Implement encryption everywhere
• Regular security audits

Performance Optimization


• Configure appropriate caching
• Optimize database queries
• Set up monitoring and alerts
• Regular performance reviews

Compliance Focus


• Configure all regulatory settings
• Enable comprehensive auditing
• Set up compliance monitoring
• Regular compliance training

Scalability Planning


• Plan for growth
• Implement auto-scaling
• Monitor resource usage
• Regular capacity planning

Related Documentation


• Overview
• Portal Features
• Admin Dashboard
• Data Export