Record Preferences

The Citizens UI in DataGuard CPM allows you to easily view and modify Citizen Preferences. This guide will walk you through the steps to update a Citizen’s Preferences.

Step 1: Navigate to the Citizen's Profile

Use the search functionality to locate the specific Citizen whose Preferences you wish to update, as detailed in the Record Consent guide.

Step 2: Access the Preferences Tab

Within the Citizen’s profile, navigate to the "Preferences" tab. This tab provides a comprehensive view of the current Preferences set by the Citizen.

Step 3: Update Preferences

Review the existing Preferences and make any necessary updates. Then click "Save preferences" to apply the changes. The Citizen’s profile will now reflect the updated Preferences, ensuring that all future interactions comply with their updated choices.

Next Steps

You’ve successfully updated the Citizen’s Preferences. Keeping these records accurate is key to maintaining compliance and respecting the choices of your Citizens.

Next, you can move on to the Check the Audit Trail step to review and verify all changes made to the Citizen's data.

Move on to the next step: Check the Audit Trail.