Managing how you collect and store information is a key part of building a professional relationship with your audience. When your team handles data transparently, you ensure that every interaction is based on trust and that your database remains organized and reliable. Positive User provides a central place to manage these requirements, helping you focus on growth while the system handles the technical side of compliance.
By integrating privacy practices into your marketing automation, you can be sure your messages reach the right people in the right way. This approach doesn't just keep your workspace secure, it makes your marketing more effective by focusing on contacts who truly want to hear from you.
GDPR (General Data Protection Regulation) is a legal framework that sets guidelines for how organizations collect and process personal information. In Positive User, this means using built-in tools to track consent, fulfill data requests, and manage how long you store contact information within your workspace.
Use these methods to ensure you have a legal record of permission before communicating with your audience.
All personal details and consent records are stored in one place, linked directly to the contact profile. This prevents data from being scattered across different lists and ensures you have a clear audit trail.
Standard attribites
Before building your form, go to "Settings" → "Workspace Settings" and create custom attributes with a "boolean" type (yes/no) for different communication channels. These attributes will act as a slider in the contact profile, showing their current status.
In your forms and pop-ups add a field that maps directly to your new consent attribute. When a contact marks the checkbox, their profile updates automatically with the date and type of consent given.
To improve the experience for your team's audience, configure your forms, LPs and pop-ups to only show the consent checkbox if the attribute is not yet updated. This avoids asking for the same permission twice and keeps your forms clean.
Use these settings to control who can see sensitive data and how long it stays in your workspace.
Ensure that only necessary staff can see sensitive contact details. In "Settings" → "Team Member Settings" → "Access Level", you can restrict visibility while still allowing team members to filter "Contacts" or send campaigns.
Check a dedicated article about access levels configuration.
To comply with storage limitations, go to "Settings" → "Workspace Settings" → "Additional" → "Contact removal settings". Here, you can set the number of days an anonymous contact can remain in your workspace without any tasks before being deleted.
If a contact asks for their data, you can export their full profile to a CSV file at any time. This ensures you can provide the required details to any entity upon request.
You can also copy full history of the chat conversations and send it via email.
To help with geographical restrictions, Positive User utilizes servers located within Europe. This ensures that data collected from contacts in the European Economic Area (EEA) stays within that region.
"Right to be Forgotten": If a contact asks to be removed, deleting them from the "Contacts section" removes all associated elements from the history, email interactions, and tracking (including chat conversations).
Sales Data Privacy: Protect contact information within your "Sales" team by restricting visibility. You can set permissions so each "Team Member" only sees the contacts (leads) assigned to them, ensuring they can't access or export data from their colleagues' pipelines.
