Consent Management
The Consent Management feature in Consentrix lets your team define policy-based consent, control how that content changes over time, and keep an auditable history of every customer decision.
Prerequisites
Before you begin, ensure you have:
- An active Consentrix Account.
- Permissions to access the Consent Template or Consent Decisions modules in your project.
- A clear customer identifier from your own systems, typically
customer_id, for decision recording and lookup.
Who is this for
| Role | What you do |
|---|---|
| Admin / Business User | Create templates, manage versions, review decisions, and support audit workflows. |
| Compliance / Legal Reviewer | Review wording changes, verify approval flow, and inspect consent history. |
| Developer / Integrator | Use the public API with customer_id and the correct consent version to check pending consent or submit decisions. |
Key concepts
| Term | Description |
|---|---|
| Consent Template | The long-lived record for one consent item, such as a marketing or data-sharing policy. |
| Template Version | The exact wording, locale, effective date, and review state for one release of that template. |
| Consent Decision | The customer's recorded response to a specific version. |
| Product | The business area or service that owns the consent requirement. |
| customer_id | Your organization's external customer reference used in API calls and customer lookups. |
| Subject | Consentrix's internal technical record resolved from customer_id to keep consent history linked over time. |
Consent lifecycle
Consent moves through a structured flow so policy content can be reviewed before customer decisions are recorded.
The stages include:
- Create Template — Define the consent item and its owning product.
- Add Version — Provide the exact wording, locale, effective date, and optional partner settings.
- Review — Move the version through internal review.
- Approve — Finalize the version for operational use.
- Use in API / Customer Journey — Let applications load the relevant consent content.
- Record Decision — Store the customer's response for that exact version.
Related Links
- Consent Template — Create and manage templates
- Template Version — Manage review and approval flow
- Consent Decision — Review and export customer decisions
- Consent Policies — Understand how templates, versions, decisions, and products fit together
- Identity & Access — Understand
customer_id, Subject, users, and API keys