Purposes are the key building blocks of Universal Consent & Preference Management and are needed to set up collection points and preference centers. A person's consent is always stored against a defined purpose for which their data is collected or processed. You can create different purposes to help people understand why you would like to process their personal information.
Note
You must define purposes of processing in order to set up collection points and preference centers.
Purposes Screen Reference
On the Purposes screen, you can manage the purposes and related purpose preferences that are used in collection points and preference centers.
The Purposes screen in divided into the following tabs:
Tab
Description
Standard Purposes
Create and manage standard purposes created within Universal Consent & Preference Management. Standard purposes are the reason a data subject's data is collected and processed.
Cookie Purposes
View a list of cookie purposes created within Cookie Consent.
Purpose Preferences
Create and manage purpose preferences that can be related to standard purposes to capture wider, more granular preferences alongside the consent.
Topics
Manage Topics that can be related to standard purposes.
Warning
As of OneTrust 6.25, the Topics feature will no longer be available for new accounts. OneTrust will be deprecating Topics for existing accounts in a future release and recommends the use of purpose preferences moving forward. Any existing topics will be migrated to purpose preferences to minimize service disturbances to existing accounts and affected customers will be notified prior to the update.
Step 1: Create a Purpose of Processing
The first step to setting up Universal Consent & Preference Management is to create a purpose. Purposes are the reasons why you will be collecting and processing a data subject's data. Once created, you'll associate purpose preferences, add translations for the purpose, and then publish.
To create a Purpose
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the Add New button. The Create Purpose screen appears.
Field
Description
Purpose Name
Enter a unique name for the purpose.
Note
The name that you enter will be used internally in the application to help you identify the purpose.
Description
Enter a description of the purpose of processing. You can add rich text formatting options to customize the content of your purpose description using the editing tools. For more information, see the Rich Text Editor Reference.
Note
The description that you enter will be used internally in the application to help you identify the purpose.
Organization
Select the organizations to which you want to link the purpose of processing. If an organization is not selected in this field, the consent will be visible to all users.
Linking purposes of processing to specific organizations limits a user's ability to view the list of data subjects and the purposes for which they have given consent based on the user's organization. Users within a linked organization or a respective parent organization will be able to view the list of data subjects and the purposes for which they have given consent. Users within sibling or child organizations will not be able to view this information.
Note
The Organization(s) field is required when the Require Organization Field for Purposes setting is enabled in Global Settings. For more information, see Universal Consent & Preference Management Settings.
Default Language
Select the default language for the purpose of processing.
Note
A related entry for the selected language will be created in the Translations table for the purpose.
Enable implicit consent
Enable this setting to capture implicit consent for this purpose. For more information, see About Implicit Consent.
Enable implicit consent: Expire after
Enter the length of time in days, months, or years that a data subject's implicit consent to the purpose will remain valid.
Enable implicit consent: Show explicit consent checkbox in preference center
Enable this setting to allow data subjects to confirm consent explicitly in your preference center.
Enable implicit consent: Implicit confirmation text
Enter the description that you want to show for implicit consent capture in the Implicit confirmation text field.
Set consent to expire
Enable this setting to automatically expire data subject consent after a specified period of time relative to the date when consent was given.
If enabled, enter the length of time in days, months, or years that a data subject's consent to the purpose will remain valid.
Note
The expiration of the purpose will apply to the purpose version for which consent was given. For more information, see Optional: Managing Purpose Versions. Please note that for profiles that have not provided any type of consent (i.e., Not Given), the data subject's purpose status will not expire.
Enable geolocation tracking for this purpose
Enable this setting to capture a data subject's geolocation if they provide consent to this specific purpose.
Note
If enabled, by default it will be enabled for the purpose the next time it is added to a collection point / preference center. However, the Enable geolocation tracking setting must also be enabled for the collection point / preference center in order to capture geolocation information.
Select the custom purpose attribute values for the purpose of processing.
Complete the fields on the Details tab, as necessary.
For more granular consent preferences, associate purpose preferences to the current purpose on the Purpose Preferences tab. Click the Create New button to create as many new purpose preferences as you need.
To enter Custom Purpose Attribute Values after Purpose creation
If custom purpose attributes are configured on the Attribute Manager screen, you can enter values for these attributes on the Details tab. Once the values are saved, they will be available in the public APIs.
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the purpose for which you want to add custom purpose attributes. The Purpose Details screen appears.
Note
For purposes in Active status, you will need to create a new version of the purpose before you can configure the custom attribute values.
In the Custom Attributes section, you will find the custom purpose attributes created using the Attribute Manager. You can then add values for each custom attribute, as needed.
Note
If the custom attribute is set to required, you will not be able to save any changes to the purpose until a value is entered for the attribute.
To add Purpose Preferences after Purpose creation
You can associate purpose preferences with a purpose on the Purpose Preferences tab. Adding purpose preferences to a purpose allows data subjects to indicate more granular consent preferences by selecting among a more flexible list of options. Purpose preferences will appear along with the purpose in collection points and preference centers to which the purpose of processing is added.
Note
Purpose preferences will first need to be created using the Purpose Preferences screen before they can be associated with a purpose. For more information on purpose preferences, see Adding and Editing Purpose Preferences.
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the purpose for which you want to add a purpose preference. The Purpose Details screen appears.
Navigate to the Purpose Preferences tab.
Click the Select Purpose Preferences button. The Select Purpose Preferences modal appears.
Select the check boxes corresponding to each of the purpose preferences you want to associate with the purpose.
Click the Save button. The purpose preferences you selected appear on the Purpose Preferences tab.
To remove a Purpose Preference from a Purpose
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the purpose from which you want to remove a purpose preference. The Purpose Details screen appears.
Navigate to the Purpose Preferences tab.
Click the Context Menu icon corresponding to the purpose preference you want to remove.
On the Context menu, select Remove. The Remove Purpose Preference modal appears.
Click the Remove button.
Step 3: Manage Translations for a Purpose
When you initially create the purpose, the name and description that you enter will be used internally in the application to help you identify the purpose of processing. The default language that you selected when creating the purpose will be automatically added to the Translations table on the Translations tab along with the content you entered for the name and description.
When purposes are displayed publicly, like in collection points and preference centers, it is the translations that will be used for both the default language and additional languages in which you want to translate the purpose. Modifications to the translations can be made on the Translations tab.
To add translations for a Purpose
If you want to provide translations for the purpose in additional languages, you can add those languages to the Translations table using the Manage Languages modal.
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the purpose for which you want to add translations. The Purpose Details screen appears.
Navigate to the Translations tab.
Click the Manage Languages button. The Manage Languages modal appears.
Select the check boxes for the languages you want to add to the Translations table.
Click the Save button. The languages that you added will appear on the Translations tab.
Note
By default, the original text will appear in the Name and Description fields for the added languages.
In the This Version column of the Translations table, add your translation of the content in the Name and Description fields for the respective languages.
Click the Save button.
Note
To add translations to existing purposes, click the Create New Version button and navigate to the Translations tab. Follow the steps above to modify the purpose as necessary, and make sure to save and publish your changes.
Step 4: Publish the Purpose
Once you have finished configuring the purpose of processing, you can publish the purpose so that it can be used within collection points and preference centers.
To publish a Purpose
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the purpose you want to publish. The Purpose Details screen appears.
Click the Publish button.
Note
Once a purpose of processing has been published, it cannot be edited. You can create a new version of the purpose in order to make changes.
Rich Text Editor Reference
The rich text editor offers a variety of formatting options to help you personalize and organize your OneTrust Hosted Web Form.
Text Formatting Options
Available Icons
Description
The following icons are available to format your text.
Click the More Text icon to show additional text formatting options.
The following options are available:
Bold - Makes the selected text bold.
Italic - Makes the selected text italic.
Underline - Makes the selected text underlined.
Subscript - Makes the selected text a smaller typeface at a level below the main text.
Superscript - Makes the selected text a smaller typeface at a level above the main text.
Font Size - Applies the selected font size to the text.
Text Color - Applies the selected color to the selected text.
Background Color - Applies the selected color as the background of the selected text.
Paragraph Formatting Options
Available Icons
Description
The following icons are available to format your paragraphs.
Click the More Paragraph icon to show additional paragraph formatting options.
The following options are available:
Note
Icons with an arrow include additional formatting options from which you can select.
Align Left - Left-aligns the selected text.
Align Centre - Centers the selected text.
Align Right - Right-aligns the selected text.
Align Justify - Justifies the selected text.
Ordered List - Inserts a numbered (ordered) list.
Unordered List - Inserts a bulleted (unordered) list.
Decrease Indent - Reduces the indentation level of the selected text by one level.
Increase Indent - Increases the indentation level of the selected text by one level.
Paragraph Format - Expands a list of heading and text styles.
Additional Options
Available Icons
Description
Click the Insert Link icon to insert a link that redirects to another URL when it is clicked. Once clicked, the Insert Link popover appears where you can define the URL and text and decide whether the new destination opens in a new tab.
The following icons are available once a link is added.
The following options are available:
Note
Icons with an arrow include additional options from which you can select.
Choose Link - Select a URL from the predefined list.
Open Link - Opens the inserted URL. If the Open in new tab checkbox is selected, a new tab appears. If the checkbox is not selected, the URL opens in the existing page.
Style - Expands a list of link styles.
Edit Link - Opens the Insert Link popover to edit the link.
Unlink - Removes the link from the selected text.
Click the More Rich icon to show additional formatting options.
The following icons are available to insert additional objects within your content block.
The following options are available:
Insert Horizontal Line - Inserts a horizontal line.
Insert Table - Inserts a table with the selected columns and rows. Additional table formatting options are available once a table is added. For more information, see the row below.
Insert Image - Inserts an image you select to include.
Click the Insert Table icon to insert a table with the selected columns and rows.
The following icons become available to format your table when clicking any of the existing cells.
The following options are available:
Note
Icons with an arrow include additional options from which you can select.
Table Header - Applies a header row to the table.
Table Footer - Applies a footer row to the table.
Remove Table - Deletes the entire table.
Row - Inserts or deletes a row in the table.
Column - Inserts or deletes a column in the table.
Table Style - Expands a list of table styles.
Cell - Expands a list of formatting options for the selected cell.
Cell Background - Applies the selected color as the background for the selected cell.
Vertical Align - Expands a list of vertical alignment options for the selected cell.
Horizontal Align - Expands a list of horizontal alignment options for the selected cell.
Cell Style - Expands a list of cell styles.
Action and View Options
Available Icons
Description
The following icons are available to perform actions and adjust your view.
Click the More Misc icon to show additional actions and view options.
The following actions are available:
Undo - Reverses the last action you performed.
Redo - Repeats the last Undo action you performed. The Redo icon only becomes available after you select Undo.
Code View - Adjusts the editor to let you view and edit your content in code view.
Fullscreen - Adjusts the editor to take up the entire browser window.
Optional: Managing Purpose Versions
If the purpose you want to modify is already published, you will need to create a new version of the purpose in order to make additional changes. The new version of the purpose will then be placed in Draft status. If you decide that you no longer want the draft version of the purpose, you can delete the draft on the Version History pane.
To create a new version of a purpose
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the active purpose for which you want to create a new version. The Purpose Details screen appears.
Click the Create New Version button.
Make changes to the purpose, as necessary.
Click the Save button.
Note
When you publish a new version of a purpose of processing, you can select which affiliated collection points should be updated to reflect the new purpose.
If you do not update a collection point to reflect the new version of the purpose, a badge will appear on the collection point showing a new version is available.
If a data subject has consented to a previous version of the purpose, the Data Subject Details screen will show a new version of the purpose is available.
To delete a draft version of the Purpose
On the Universal Consent & Preference Management menu, select Purposes. The Standard Purposes tab on the Purposes screen appears.
Click the link in the Name column for the draft version of the purpose that you want to delete. The Purpose Details screen appears.
Click the Context Menu icon and select View Versions. The Version History pane appears.
Click the Delete icon corresponding to the draft version of the purpose that you want to delete. The Discard Draft Version modal appears.
Click the Confirm button. The content on the Purpose Details screen reverts to the last active version.
