Basic Compliance Setup

Get Your Site GDPR/CCPA Compliant in 30 Minutes

Quick Compliance Checklist

Step 1: Enable Core Modules

`
SLOS → Dashboard → Module Management
`

Required Modules:

1. [x] Consent Management (GDPR/CCPA compliance)
2. [x] Legal Documents (Privacy Policy, Terms)
3. [x] Cookie Scanner (Automated cookie detection)
4. [x] DSR Portal (Data Subject Rights)

Optional but Recommended:

5. [ ] Accessibility Scanner (WCAG compliance)
6. [ ] Analytics Integration (Consent tracking)

Step 2: Configure Basic Settings


`
SLOS → Settings → General
`

Essential Settings:
`json
{
“company_name”: “Your Company Name”,
“website_url”: “https://yourwebsite.com”,
“datacontrolleremail”: “privacy@yourcompany.com”,
“dataprotectionofficer”: “DPO Name”,
“jurisdictions”: [“GDPR”, “CCPA”],
“retention_period”: “2 years”
}
`

Set Up Cookie Banner


Step 1: Choose Banner Template


`
SLOS → Consent Management → Banner Settings → Templates
`

Recommended Template: “Modern Dark” or “Clean Light”

Banner Configuration:
`json
{
“position”: “bottom”,
“layout”: “full-width”,
“animation”: “slide-up”,
“showrejectbutton”: true,
“showsettingsbutton”: true,
“auto_hide”: false
}
`

Step 2: Configure Cookie Categories


Essential Cookies (Always Required):

7. Purpose: “Website functionality and security”
8. Retention: “Session”
9. Required: Yes

Analytics Cookies (Optional):

10. Purpose: “Website analytics and performance”
11. Retention: “2 years”
12. Required: No

Marketing Cookies (Optional):

13. Purpose: “Advertising and marketing”
14. Retention: “1 year”
15. Required: No

Generate Legal Documents


Step 1: Create Privacy Policy


`
SLOS → Legal Documents → Generate → Privacy Policy
`

Required Information:
`json
{
“company_info”: {
“name”: “Your Company Name”,
“address”: “Company Address”,
“email”: “privacy@company.com”,
“phone”: “Contact Phone”
},
“data_collection”: {
“personal_data”: [“name”, “email”, “IP address”],
“cookies_used”: true,
“third_parties”: [“Google Analytics”, “Facebook Pixel”]
},
“legal_basis”: “consent”,
“retention_period”: “2 years”
}
`

Step 2: Create Cookie Policy


`
SLOS → Legal Documents → Generate → Cookie Policy
`

Cookie Policy Content:

16. What cookies are
17. Types of cookies used
18. How to manage cookies
19. Third-party cookies
20. Updates to policy

Step 3: Create Terms of Service (Optional)


`
SLOS → Legal Documents → Generate → Terms of Service
`

Basic Terms Include:

21. User responsibilities
22. Service usage
23. Limitation of liability
24. Governing law
25. Dispute resolution

Configure Data Subject Rights


Step 1: Set Up DSR Portal


`
SLOS → DSR Portal → Settings → Portal Configuration
`

Portal Settings:
`json
{
“portal_url”: “/data-requests”,
“require_verification”: true,
“verification_method”: “email”,
“response_time”: “30 days”,
“auto_response”: true,
“supported_requests”: [
“access”,
“rectification”,
“erasure”,
“portability”,
“restriction”,
“objection”
]
}
`

Step 2: Configure Email Templates


`
SLOS → DSR Portal → Settings → Email Templates
`

Required Templates:

26. Request Received Confirmation
27. Verification Email
28. Data Export Ready
29. Request Completed
30. Request Denied

Run Initial Cookie Scan


Step 1: Start Cookie Scanner


`
SLOS → Consent Management → Cookie Scanner → Run Scan
`

Scan Configuration:
`json
{
“scantype”: “fullsite”,
“include_subpages”: true,
“max_pages”: 100,
“scan_frequency”: “weekly”,
“alertonnew_cookies”: true
}
`

Step 2: Review Scan Results


`
SLOS → Consent Management → Cookie Scanner → Results
`

Review Checklist:

31. [ ] All cookies categorized correctly
32. [ ] No uncategorized cookies
33. [ ] Cookie descriptions accurate
34. [ ] Third-party cookies identified
35. [ ] Cookie retention periods set

Set Up Geo-Targeting


Step 1: Configure Regions


`
SLOS → Consent Management → Geo-Targeting → Region Settings
`

Primary Regions:
`json
{
“gdpr_countries”: [
“AT”, “BE”, “BG”, “HR”, “CY”, “CZ”, “DK”, “EE”, “FI”, “FR”,
“DE”, “GR”, “HU”, “IE”, “IT”, “LV”, “LT”, “LU”, “MT”, “NL”,
“PL”, “PT”, “RO”, “SK”, “SI”, “ES”, “SE”, “GB”, “IS”, “LI”, “NO”
],
“ccpa_states”: [“CA”],
“lgpd_countries”: [“BR”],
“pipeda_provinces”: [“CA”]
}
`

Step 2: Set Regional Rules


`
SLOS → Consent Management → Geo-Targeting → Regional Rules
`

GDPR Settings:

36. Consent required for all non-essential cookies
37. Data subject rights must be honored
38. Privacy policy must be detailed

CCPA Settings:

39. “Do Not Sell” option required
40. Data sale opt-out available
41. Privacy policy must include CCPA rights

Configure Notifications


Step 1: Set Up Admin Alerts


`
SLOS → Settings → Notifications → Admin Alerts
`

Essential Alerts:

42. [x] New DSR requests
43. [x] Cookie scan completed
44. [x] Compliance violations
45. [x] System errors
46. [x] Security issues

Step 2: Configure Email Settings


`
SLOS → Settings → Notifications → Email Settings
`

Email Configuration:
`json
{
“smtp_host”: “your-smtp-server.com”,
“smtp_port”: 587,
“smtp_secure”: “tls”,
“smtp_username”: “noreply@yourcompany.com”,
“smtp_password”: “your-password”,
“from_email”: “noreply@yourcompany.com”,
“from_name”: “Your Company Privacy Team”
}
`

Test Your Setup


Step 1: Banner Functionality Test


Test Checklist:

47. [ ] Banner appears on page load
48. [ ] Accept button works
49. [ ] Reject button works
50. [ ] Settings button opens preferences
51. [ ] Consent is saved in browser
52. [ ] Cookies are set/unset based on consent

Step 2: Document Accessibility Test


Test Checklist:

53. [ ] Privacy Policy loads correctly
54. [ ] Cookie Policy accessible
55. [ ] Terms of Service available
56. [ ] All documents are printable
57. [ ] Mobile-friendly display

Step 3: DSR Portal Test


Test Checklist:

58. [ ] Portal page loads
59. [ ] Form submission works
60. [ ] Email verification sent
61. [ ] Admin notification received
62. [ ] Request appears in dashboard

Final Compliance Check


Step 1: Run Compliance Audit


`
SLOS → Compliance → Audit → Run Audit
`

Audit Checklist:

63. [ ] Cookie banner compliant
64. [ ] Privacy policy comprehensive
65. [ ] DSR portal functional
66. [ ] Cookie scanning active
67. [ ] Geo-targeting configured
68. [ ] Notifications working

Step 2: Document Your Setup


Compliance Documentation:
`json
{
“compliance_date”: “2025-12-31”,
“gdpr_compliant”: true,
“ccpa_compliant”: true,
“audit_frequency”: “quarterly”,
“responsible_person”: “Privacy Officer Name”,
“last_review”: “2025-12-31”,
“next_review”: “2026-03-31”
}
`

Going Live


Step 1: Enable Production Mode


`
SLOS → Settings → General → Production Mode
`

Production Settings:

69. Enable all compliance features
70. Set up monitoring
71. Configure backups
72. Enable alerts

Step 2: Monitor Initial Usage


`
SLOS → Analytics → Dashboard
`

Monitor For:

73. Consent rates
74. DSR request volume
75. Cookie scan results
76. Error logs
77. Performance metrics

Common Setup Issues


Banner Not Appearing


78. Check if module is enabled
79. Verify theme compatibility
80. Check for JavaScript conflicts
81. Review browser console errors

Documents Not Generating


82. Ensure company information is complete
83. Check template selection
84. Verify file permissions
85. Review error logs

DSR Portal Not Working


86. Confirm page creation
87. Check email configuration
88. Verify database tables
89. Test form submission

Next Steps


Week 1: Monitor and Adjust


90. Watch consent analytics
91. Review DSR requests
92. Monitor cookie scans
93. Adjust banner settings if needed

Month 1: Full Compliance Review


94. Complete comprehensive audit
95. Review all legal documents
96. Test all DSR processes
97. Update policies as needed

Ongoing: Maintenance


98. Regular cookie scans
99. Policy updates
100. Compliance training
101. System backups

Support Resources


Documentation


102. Cookie Banner Setup
103. Privacy Policy Generation
104. DSR Portal Configuration

Help


105. Plugin support forums
106. Compliance consultation
107. Legal review services
108. Training resources