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Configure Organization and Vendors (Global for Web)

Setting up vendor selection is of key importance to your business. Privacy Manager allows you to fully customize the vendor and purpose selection from the Parties tab area in Console.

Note

If you have any questions about vendor selection, email us at support-privacy-manager@liveramp.com.

Caution

Requests to add a new custom vendor will be processed on the last business day of each month. When you submit a request for a custom vendor, LiveRamp will make an update by the end of the month and will inform you once it's completed.

Getting There

To navigate to the Parties tab:

  1. Go to the Privacy Manager Global Overview page by selecting Privacy Manager > Global from the left navigation menu.

    Main_nav_-_Global.png
  2. Click the configuration name for the configuration you want to edit.

  3. Select Parties from the left navigation menu.

Configuring Consent Settings for Your Organization

Your organization may need to establish transparency and consent for a set of personal data processing purposes for your own use. For example, a publisher that wants to set a frequency-capping first-party cookie should request user consent for Purpose 1 "Store and/or access information on a device" in jurisdictions where it is required.

The Publisher TC segment in the TC string represents the organization’s own transparency and consent signals, and is separated from the general TC String segments. This segment supports the standard list of purposes defined by the Custom Purposes. Vendors should not rely on the Publisher TC segment unless they're in agreement with the organization to do so.

To enable Organization Consent, check the “Collect consent or claim legitimate interest for my organisation” check box.

You can choose from a variety of universal purposes for which your organization wants to collect consent or legitimate interest.

You can also lock a universal purpose for a Custom Vendor to cover “functional cookies” use cases. If a universal purpose is locked, the end-user is not able to revoke consent / legitimate interest and thus is considered as 'Always On'.

To configure purposes:

  1. Check the check box for “Collect consent or claim legitimate interest for my organisation”.

  2. From the Organization section, click Choose Purposes.

    PM_GLobal_select_purposes.png
  3. For each purpose you want to enable:

    1. Check the check box.

    2. If applicable, select the legal ground for the purpose (Consent or Legitimate Interest).

    3. If you want to prevent the end-user from being able to revoke consent for that purpose, check the “Lock purpose” check box.

  4. Once you’re finished selecting all of your desired purposes, click Save.

Configuring Third-Party Vendors

The Vendors area displays your current vendor selections and their respective Consent Purposes, Legitimate Interest Purposes, and Locked purposes.

You can select vendors using the following methods:

  • Choose vendors in the UI: You can choose vendors from the list, which contains both the IAB Global Vendor List and the Custom Vendor List.

  • Upload vendors: If you want to add many vendors, you can upload a csv file containing all the vendors you want to configure.

Note

Any combination of universal purposes can be selected for each vendor. The universal purposes can be assigned per vendor or in batch across multiple vendors. This can also be done using csv upload. See "Universal Vendor List" for more information.

Tip

For tips on how to select the right vendors, see the best practices and tips in "General FAQs."

You can choose vendors by selecting from all of the vendors on vendor list.

To choose vendors from the vendor list:

  1. From the Vendors section, click Choose Vendors.

    PM_global_select_vendors.png
  2. For each vendor you want to enable, check the check box for that vendor.

  3. Once you’re finished selecting all of your desired vendors, click Save.

Custom vendors can generally be used for disclosure and for providing controls to conditionally load connected tags. Check out "Set up Conditional Firing Using LaunchPad" for more information on using custom vendors in combination with conditional firing. By default, a custom vendor is assigned to all of the following purposes:

  • Store and/or access information on a device

  • Strictly Necessary

  • Functional

  • Analytics

  • Marketing

  • Personalization

  • Social Media

After adding the vendor, you can change the purpose assignment either in bulk or per vendor.

Click on the edit icon next to the selected vendor to change the purposes and legal basis for that vendor.

To change the purpose assignment in bulk, you can select one or multiple of the selected vendors and click the "Manage Purposes" button. This will open the Manage Purposes dialog to assign the purposes and legal basis in bulk. Mind that all previous purpose assignments for those publishers will be overwritten.

Note

Universal Purposes ( i.e. Analytical , Functional, Social Media , Marketing, and Strictly Necessary Cookies) are only available for Custom Vendors (non-IAB Vendors). At the same time only Universal Purposes can be locked.

If you wish to configure multiple vendors and purpose restrictions simultaneously, you can configure them by uploading a CSV (comma-separated value) file.

  1. Create a .csv file containing all the vendors that you want to configure. Add vendors, and assign purposes and legal basis.

  2. For each vendor you will need to specify the purpose and legal basis for that purpose:

    Vendor ID

    Purposes (Consent)

    Purposes (Legitimate Interest)

    Locked Purpose

    1

    1 2 3 4

    5 6 7

    2 3

    2

    1 2 3

    4 5 6 7

    3

    In a row, vendor id goes in first place, next is purposes separated by a space, then legit interest purposes and lastly whether a purpose should be locked (only applicable for custom purposes on custom vendors).

    • If a purpose is omitted from both purposes as well as legitintPurposes it would infer a restriction “is not allowed”.

    • If a purpose is omitted from purposes, but it is shown under legitintPurposes then it should be shown as legitimate interest purpose

    • If a purpose is omitted from legitintPurposes, but it is shown under purposes then it should be shown as consent purpose.

    Tip

    Click here to download an example .csv file.

  3. Click Upload Vendors.

  4. Select the appropriate .csv file and click Open.

Now all vendors and purposes from the .csv have been added to your vendor selection.

Note

It is only possible to lock a purpose if it’s a custom purpose for a custom vendor. When configuring a locked purpose for a vendor, the purpose to be locked MUST be listed under a legal ground.

The Vendor Purpose Assignment section also provides controls for locked purposes. Locked purposes can be used to disclose strictly necessary purposes for vendors without allowing the end user to control the consent state.

In case a vendor is connected to a locked purpose, the end user will no longer be able to control the consent state of either the purpose nor the vendor.

Configuring Disclosures

By default all selected purposes are shown on the Privacy Notice, but they can be re-ordered in the disclosures section. It is also possible to disable the disclosure of purposes on the Privacy Notice.

Note

You might want to disable the disclosure of purposes under the following conditions:

  • If the local legislation does not require purposes to be disclosed on the notice (the mini bar layout does not show purposes anyway).

  • If you wish to rely on a single "custom Stack" for disclosure. Showing a custom stack on the notice instead of the individual purposes will allow for less content in the notice. Since the notice bar layout, as well as the pop up, scale with the amount of content, using a custom stack can result in a lower profile and less precious screen real estate taken up by the CMP.

  1. Scroll to the Disclosures section.

  2. To re-order the disclosures, grab a disclosure by the "handle" to the right of the disclosure title and drag it into a new position.

  3. To disable the disclosure of purposes on the Privacy Notice, uncheck the check box for "Disclose purposes on Privacy Notice".