On this page, we'll be taking a look at what the new rules in GDPR are and how Zoho CRM can help you comply with them. We'll also help you understand how to protect your customers’ data.
General Data Protection Regulation (GDPR) is a new set of rules designed to provide EU residents control over how their personal data can be used by companies across the globe. At its core, these rules aim to protect the data of its EU residents. This means organizations need to be well aware of the impact that this will have on individuals and businesses who deal with EU residents' personal data. One also needs to be well-prepared to follow consistent data protection compliance requirements.
First, let's get familiar with Controllers, Processors, and Data Subjects. It is essential to understand and identify the difference in the roles of each.
A data processor must have a secure system, tool, and method to collect and store personal data. Zoho CRM is equipped to comply with the GDPR as a data processor. There are many options in Zoho CRM that are designed to help you safeguard your customers' data and meet the security and privacy standards set in GDPR.
Data security and privacy are two different terms that are often used interchangeably. However, they have specific meanings:
As a result, we've introduced options in Zoho CRM that will both:
To switch on GDPR compliance, go to Setup > Security control > Compliance Settings .
Users with the Manage Compliance Settings profile permission can enable it.
After you switch on the GDPR compliance, you need to select the modules that contain data subject's information and for which GDPR compliance is required. Along with Info and Online sections, Data Privacy section will be available for the records in these modules and you can select a lawful basis to process the data.
By default, all the records in the selected modules will have the Data Processing Basis set to Not Applicable when you enable GDPR Compliance setting from Setup > Security Control > Compliance Settings . You can change this based on your discretion and business cases and update the lawful bases for the records.
Go to Setup > Security control > Compliance Settings > Overview , to view the dashboard that gives you the following details:
Lawful Bases for Data Processing
Consent Management
Data subject rights
Data privacy
Marking personal fields
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