Edit custom vendor

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In this article, we will cover how to edit an existing custom vendor created by your organization via the Data Manager.

Click Data Manager in the left-hand panel and select the Vendors tab on the subsequent page.

Use the vendor filter dropdown menu to filter the list by Custom vendors.

Navigate to a custom vendor on the list and click the Edit icon inline with the custom vendor name.

Use the provided fields on the subsequent page to edit any of the following attributes for the custom vendor:

Field
Description

Vendor name

Name of the vendor.

Vendor type

If the vendor being registered as a custom vendor is owned by your organization, select the Declare the vendor as your own property toggle. A custom vendor with this setting will not be included in the Partners section of your consent ntoice.

Privacy policy

URL to the custom vendor's privacy policy

Opt-in purposes

Use the provided field to select purposes where the vendor utilizes explicit consent as a legal basis. Note: If the custom vendor needs a custom purpose to be required, your organization can map the purpose to whichever legal basis you wish and set the requirement when configuring your consent notice. Click here for more information.

Opt-out purposes

Use the provided field to select purposes where the vendor utilizes legitimate interest or explicit opt-out as a legal basis. Note: If the custom vendor needs a custom purpose to be required, your organization can map the purpose to whichever legal basis you wish and set the requirement when configuring your consent notice. Click here for more information.

Domains owned by the vendor

In order to improve the accuracy of your organization's compliance reports, it is important to add all domains from which the custom vendor could drop trackers or call other vendors. Use the provided field to add any domains owned by the custom vendor

In addition to the data above, your organization can include the following information for the custom vendor by expanding the appropriate accordion and using the provided steps to add details for the custom vendor. Select the tabs below for more information on each accordion.

Expand the Storage accordion and use the provided fields to inform the end-user about:

  • Maximum cookie duration

  • Additional storage methods used by the custom vendor

Provide details for each storage item droppped/used by the custom vendor by clicking + Add a new storage.

From the modal, use the Type of storage dropdown menu to select a storage type and fill in the appropriate details in the subsequent fields.

Click Add when finished.

Repeat as necessary for other storage methods used by the custom vendor. Any added storage methods will be listed in the accordion and can be edited or deleted by clicking the appropriate icon inline with the storage method .

Click Save when finished.

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