Privacy Policy (F)

This topic describes the following pages:

  • Privacy Policy

  • Privacy Policy Version Control

The Privacy Policy page displays a list of all privacy policies associated with your account’s users. On this page, you can access more information about a specific privacy policy, edit saved privacy policies, or add a new privacy policy.

Navigate to the Privacy Policy page by clicking Settings in the left hand navigation panel, and then clicking Privacy Policy in the Business Settings section.

Partial view of the Privacy Policy page, including the Privacy Policy Table and the Privacy Policy Action Buttons.

Privacy Policy Features

Privacy Policy Table

The Privacy Policy table contains a list of all privacy policies saved to your account, including the following information:

Privacy Policy Table Column Name

Description

Privacy Policy Table Column Name

Description

ID

The Payrix-generated ID associated with the specific privacy policy.

Title

The name of the privacy policy.

Content

A preview of the privacy policy contents.

Privacy Policy Table Actions

The Privacy Policy table supports the following actions: edit, view, delete, rearrange.

To edit a privacy policy, click the THREE DOTS icon in the right hand side of the table row then click EDIT to open the Privacy Policy Lightbox. Edit information in the lightbox, and then click EDIT to save your changes, or click CANCEL to discard changes.

To view a privacy policy, click the THREE DOTS icon in the right hand side of the table row then click EDIT to open the Privacy Policy Lightbox. The full privacy policy contents are viewable in the edit box.

To delete a privacy policy, click the THREE DOTS icon in the right hand side of the table row then click DELETE to open the Delete a Policy Lightbox. Click CONFIRM to delete the policy, or go back to the previous page without deleting by clicking CANCEL.

Privacy Policy Action Buttons

The Privacy Policy Action buttons are located in the top right hand corner of the page, and allow you to view policy version information or add a new policy.

To view policy information, click the VERSIONS button to open the Privacy Policy Version Control page.

To add a new policy, click the PRIVACY POLICY button to open the Add a Privacy Policy lightbox. Enter the policy title and contents in the lightbox fields, then click SAVE to add the policy, or return to the previous page without adding a policy by clicking CANCEL.

Privacy Policy Version Control (F)

The Privacy Policy Version Control page contains information about a specific privacy policy and its versions. On this page, you can view the saved versions and choose the option to revert to a previous version.

Navigate to the Privacy Policy Version Control page by following the steps below:

  • Step 1: Click Settings in the left hand navigation panel.

  • Step 2: Click Privacy Policy in the Business Settings section.

  • Step 3: Click any information in a Privacy Policy table row to open the Privacy Policy Version Control page for that policy.

View of the Privacy Policy Version Control page, including the Privacy Policy Version History Table.

Privacy Policy Version Control Features

Version History Table

The Privacy Policy Version History table contains a list of all versions of a specific privacy policy and allows you to select which version will be current. The table includes the following information:

Privacy Policy Version History Table Column Name

Description

Privacy Policy Version History Table Column Name

Description

Version Number

The document version ID number.

Current Version

Indicates the current version of the policy.

Created

The date that the policy was created.

To change the current version, locate the version in the table that you want to set as the current version and click the TIMER icon. The table will refresh with the selected version at the top with a checkmark in the Current Version table column.

Related Pages:

Click the links below to access any of the following pages: