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Subject Access Request Follow

Overview

The Subject Access Request tool allows you to search the entirety of your Convertr database for a single user by either telephone number or email address.

How it Works

  • If you search for a user using their email or telephone number, the platform will instantly return all associated data (including enrichment data) about the individual.
  • This data can be downloaded to pass back to the person who requested the information.
  • We also have the functionality for the data to be permanently removed (without affecting operational reporting).

How it helps

  • Right to access: Under GDPR users have the right to access data you have stored about them in a fast, free and efficient manner which should be available in an electronic format.
  • Right to erasure: Also known as the “right to be forgotten”, a person can request you delete their data, and even ask you to stop third parties processing the data (see suppression below)
  • GDPR also introduces data portability, allowing them to request the data and move it to another data controller in a common data format (e.g. CSV file)

 

Fulfilling a Subject Access Request 

Navigate to 'System' and then 'Subject Access Request'. 

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Choose the 'Email' or 'Telephone' field to identify your subject.

Provide the appropriate value for your choice in the 'Value' input.

Click 'View'.

Viewing a subjects information

At the top of the results section, you have the option to download the information. This will provide you with a copy of all the subject’s information in a .csv file.

screenshot-walkme.cvtr.io-2019.09.25-14_12_00.png

Erasing a subject’s information

Click the 'Delete' button.

screenshot-walkme.cvtr.io-2019.09.25-14_10_17.png Confirm your choice. Clicking 'Yes' will delete the data for all the leads listed.

Please note: Once a leads details have been deleted, the record will still appear in the platform but all details will have the value set to the word 'Removed'.

Articles in this section

  • Convertr Security FAQ
  • Convertr and CCPA
  • How to prepare your platform for GDPR
  • Single Opt-In for Your Campaign
  • Can I Track Lead Data Changes?
  • Does Convertr Have Any Other Lines of Business or Brokers/Exchanges Leads?
  • How Does Convertr Use My Data?
  • Download the GDPR Product Guide
  • Data Deletion & Retention
  • Data Masking
See more

Related articles

  • Lead Within Time Period
  • Convertr Security FAQ
  • Sending leads to the Convertr Platform (Publisher API) - V2.4
  • Publisher API and Campaign Webhook API FAQs
  • User Types
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Related articles

  • Lead Within Time Period
  • Convertr Security FAQ
  • Sending leads to the Convertr Platform (Publisher API) - V2.4
  • Publisher API and Campaign Webhook API FAQs
  • User Types
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