ACM vendor template manager
Access Type: Compliance Report - Editor
Premium Feature: Advanced Compliance Monitoring
The ACM vendor template manager is designed for organizations who may utilize the Didomi Advanced Compliance Monitoring feature but not the Didomi Consent Management Platform (CMP). If your organization utilizes a non-Didomi CMP, your organization will need to manually create a vendor template to inform the matching of vendors found by the Didomi bot during compliance report scans with the Didomi database. In this article, we will cover:
When Advanced Compliance Monitoring is used in conjunction with the Didomi Consent Management Platform (CMP), the Didomi bot used in compliance report scans can automatically extract and match vendors in your consent notice to known vendors in the Didomi database. If your organization utilizes both products then it is not necessary to configure an ACM vendor template.
To start, click Advanced Compliance Monitoring on the left-hand panel and select Manage Vendor Templates on the subsequent page.
Configure ACM vendor template
Click Create a template on the Manage Vendor Templates page.
To start, click the Edit icon and use the provided field to give the vendor template a title.
Use the provided table to filter and/or search for vendors that should be added to the vendor template. Add a vendor on the table to the vendor template by selecting the checkbox to the left of the vendor name.
Click Attach properties.
In the subsequent modal, use the provided dropdown menu to select properties to which the current vendor template applies.
Click Confirm when finished.
Click Save as vendor template.
Edit ACM vendor template
Navigate to a vendor template on the Manage Vendor Templates page and click the Edit icon inline with the template name.
On the subsequent page, edit the following as necessary:
Title
Click the Edit icon inline with the existing title of the vendor template and use the provided field to edit the title.
Vendors
Use the provided table to filter and/or search for vendors that should be added to or removed from the vendor template.
Add a vendor by selecting the checkbox to the left of the vendor name.
Remove a vendor by deselecting the checkbox to the left of the vendor name.
Note: View all vendors currently added to the vendor template by filtering the list to Selected vendors.
Properties
Click Attach properties and use the provided field in the subsequent modal to add or remove properties associated with the vendor template.
Click Confirm when finished.
Click Save as vendor template when finished.
Delete ACM vendor template
Navigate to a vendor template on the Manage Vendor Templates page and click the Delete icon inline with the template name.
Confirm the decision to delete the vendor template in the subsequent modal and click Yes, delete.
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