A two-member Free setup
Free includes two members, one active portal and 1 GB of file storage. An Admin can operate alone with self-review, or invite one Legal Reviewer and configure a separate approval step.
- If the second member is a task contributor, the Admin can still self-review while no designated reviewer is configured.
- Pending invitations consume member capacity; review unused invitations before inviting someone else.
- Paid upgrades are currently unavailable. Check current plan availability before planning a larger team.
Start with the operating team
A workspace represents the company or team responsible for privacy request operations. Configure it around the people who will actually review, assign, fulfill, approve, deliver, and close requests.
- Confirm the workspace name and support contact details.
- Invite the initial Admins and responders.
- Keep at least one active Admin before changing membership or roles.
Prepare for the first request
Open Setup Center to review intake readiness and first-request guidance, then open Portals to review the active intake flow. A test submission checks receipt; later case actions may send email. Use controlled addresses and fictional data for a rehearsal, and choose self-review or designated reviewers in your approval settings.
- Open Setup Center and confirm workspace details, team access, and notification settings.
- Open Portals and review request types and confirmation copy before publishing.
- Submit a labeled test request using the test-request link, then open Inbox and select its case reference.
- Follow the first-request playbook through Fulfillment, Response & delivery, Case record, and Close case.
Decide what “ready” means for your team
Before sharing the portal publicly, make sure a request can reach someone who knows what to do next. A completed settings screen is only part of readiness; the people, coverage, and review process need to work together.
- Name a person who checks new requests and a backup for absences.
- If you use designated reviewers, confirm that they are active and can open the workspace.
- Identify the first systems your team will search and the people responsible for them.
- Use the practice request for a shared rehearsal, then use a controlled intake test to check your published form.
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.