Data responder
Configuring intake portals
Create hosted portals, choose request types, customize fields, and guide different requester groups.
Design each portal for an audience
Portals can represent brands, products, regions, or requester audiences. Keep each form focused on the information needed to identify the relationship and start the correct workflow.
- Choose request types that the team is prepared to handle.
- Ask for only the fields needed for triage, matching, and follow-up.
- Use confirmation copy that tells requesters what to expect next.
Review assignment rules
Portal configuration and assignment rules should agree. If a portal is added, retired, or repurposed, review default owners and task creation before receiving live requests.
- Set default ownership or assignment rules for each portal.
- Test sample submissions from each published portal.
- Keep archived or inactive portals out of public navigation.
Need more help?
Product support is available at support@privacyrequests.co. Requesters should contact the company handling the request first because that company controls the case record and response decisions.