Data Subject Rights (DSR) Portal

What is the DSR Portal?

The DSR Portal is a user-facing and admin tool for automating and managing data subject rights requests under GDPR, CCPA, and similar laws. It covers access, rectification, erasure, portability, restriction, objection, and automated decision-making rights.

Key Features

1. Public Portal

1. Shortcode Integration: Add the portal to any page with [complyflowdsrportal] or [complyflowdsrform].
2. User-Friendly Form: Users can request data access, correction, deletion, export, and more.
3. Email Verification: Double opt-in with expiring tokens ensures only legitimate requests are processed.
4. Customizable Fields: Add or remove fields to match your privacy policy.

2. Request Types Supported


5. Access: Request a copy of all personal data.
6. Rectification: Request corrections to inaccurate data.
7. Erasure: Request deletion of personal data (“right to be forgotten”).
8. Portability: Request export of data in machine-readable format.
9. Restriction: Request restriction of processing.
10. Objection: Object to certain types of processing.
11. Automated Decision: Request review of automated decisions.

3. Request Management (Admin)


12. Admin Dashboard: View, filter, and manage all DSR requests in one place.
13. Status Pipeline: Track requests through Pending, Verified, In Progress, Completed, and Rejected stages.
14. Bulk Actions: Approve, reject, or export multiple requests at once.
15. SLA Tracking: Monitor response deadlines (30/45 days) and overdue requests.
16. Notes & Audit Trail: Add notes and view a full history of actions for each request.

4. Automated Workflows


17. Data Discovery: Automatically gathers data from users, WooCommerce, forms, comments, and more.
18. Email Notifications: Notifies users and admins at each stage of the request.
19. Export Formats: JSON, CSV, XML for easy sharing and compliance.
20. WooCommerce Integration: Includes order, review, and address data for e-commerce sites.

5. Compliance Logging


21. Full Audit Trail: Every action is logged for compliance and review.
22. Export Logs: Download logs for regulatory requests or internal audits.

How to Use


23. Add the Portal: Place the shortcode on a public-facing page (e.g., Privacy Policy or dedicated DSR page).
24. Configure Settings: Go to ComplyFlow → Settings → DSR Portal to set SLA days, email templates, and anonymization rules.
25. Monitor Requests: Use the admin dashboard to process and track requests.
26. Export Data: Use the export feature to provide data to users or for compliance.

Troubleshooting & Tips


27. If requests are not received, check email settings and spam filters.
28. For missing data, ensure all integrations (WooCommerce, forms) are enabled.
29. Use the audit trail to resolve disputes or demonstrate compliance.
30. Regularly review and update email templates for clarity and legal accuracy.

Advanced Usage


31. REST API: Automate DSR workflows with /complyflow/v1/dsr/request endpoints.
32. WP-CLI: Use wp complyflow dsr list and related commands for batch processing.
33. Custom Fields: Developers can extend the portal with additional fields or workflows.

Related Documentation


34. See Analytics and Reporting for DSR statistics.
35. See Admin Settings for configuring DSR workflows and notifications.