Portal Customization

Customize your public portal to match your brand and provide a consistent experience for data subjects.

Accessing Customization Settings

1. Go to Settings in the sidebar
2. Click the Branding & Portal tab
3. Make your changes
4. Click Save Changes
5. Preview your portal

Branding Options

Company Name

Your organization’s name displayed prominently on the portal.

• Appears in the header
• Used in email communications
• Shown in the footer

Company Logo

Upload your logo for brand recognition.

• Recommended size: 200x50 pixels (or proportional)
• Formats: PNG, JPG, SVG
• Transparent backgrounds work best

Primary Brand Color

Set the main color used for buttons and accents.

• Used for the “Send Code” button
• Applied to links and highlights
• Enter hex code (e.g., #667eea)

Contact Email

The support email shown to data subjects.

• Displayed in portal footer
• Used for “Contact us” links
• Should be monitored for inquiries

Portal Configuration

Privacy Notice URL

Link to your organization’s privacy policy.

• Required for compliance
• Shown before request submission
• Must be accessible publicly

Custom Welcome Message

Optional message displayed on the portal.

• Introduce your organization
• Set expectations for the process
• Provide helpful information

Request Types Enabled

Control which request types are available.

• Enable/disable specific GDPR rights
• Simplify for common use cases
• “Other” for edge cases

Preview Your Portal

After making changes:

1. Click Preview Portal
2. Opens in new tab
3. Test the experience
4. Verify branding appears correctly
5. Return to settings if changes needed

Email Customization

Email Templates

Customize automated emails sent to data subjects:

Verification Email

• Subject line
• Body text
• OTP placement

Confirmation Email

• Thank you message
• What happens next
• Expected timeline

Response Email

• How to deliver the response
• Completion message
• Further action links

Email Appearance

• Your logo in email header
• Brand colors applied
• Company name in footer

Best Practices

Branding

• Use your official logo
• Match website colors
• Keep it professional
• Test on mobile devices

Privacy Notice

• Link to current, accurate policy
• Ensure it covers DSAR processing
• Keep URL stable

Contact Information

• Use a monitored email address
• Respond to inquiries promptly
• Consider a dedicated address

Testing

• Submit a test request yourself
• Check all email notifications
• Verify case creation
• Test on different devices

What Data Subjects See

Initial Page

1. Your company name
2. “Subject Access Request Portal” heading
3. Explanation of the purpose
4. Email input field
5. Privacy notice checkbox
6. Send code button

After Verification

1. Request type selection
2. Additional details field
3. Submit button
4. Clear instructions

Confirmation

1. Thank you message
2. Reference number
3. Expected timeline
4. Contact information

Mobile Experience

The portal is fully responsive:

• Works on phones and tablets
• Touch-friendly buttons
• Readable text sizes
• Simple navigation

Test on mobile to ensure:

• Logo displays correctly
• Buttons are tappable
• Forms are usable
• Text is readable