Template Version

A Template Version represents a specific iteration of your consent terms.

Key concepts

Term	Description
Locale	Language or market-specific version of the consent content.
Effective Date	Date from which the version should be used operationally.
Requires Reconsent	Rule that can force customers to act again when this version is checked.
Partner list	Third-party partners linked to this version for sharing controls.

Prerequisites

• You can access Platform -> Consent Template and open a template.
• The consent template already exists.

Required Permissions

Permission Code	Access
consent_templates:view	View template versions and details
consent_templates:create	Create a new template version
consent_templates:edit	Edit a draft version and request review
consent_templates:review	Review a submitted version
consent_templates:approve	Approve a version for final use

When to Use This

Scenario	What this helps with
Terms or wording changed	Create a new version without losing history
A draft needs approval	Move it through review and approval states
Partners or reconsent behavior changed	Update the version before it goes live

Create a New Version

When you need updated terms, create a new version with:

• Updated content (HTML format)
• Locale (language)
• Version tag
• Effective date
• Partner list (optional)
• Reconsent requirement flag

The new version starts in Draft status.

View All Versions

See the version history for a template, including status, tag, locale, and creation date for each version.

Edit a Draft Version

While the version is in Draft status, you can update:

• Content HTML
• Locale
• Effective date
• Partner list

Statuses and Actions

UI Label	API Value	Meaning	Available actions
Draft	draft	Content is editable and not yet submitted	Edit, request review
Pending Review	pending_review	Waiting for review	Review, approve to next step, reject
Pending Approval	pending_approve	Waiting for final approval	Approve, reject
Approved	approved	Approved and ready for live use based on publish/runtime rules	View, use as approved version

View Version Details

View complete information about a specific version including content, status, and partner associations.

Request Review

Submit your draft for review. This changes the status from draft to pending_review.

Approve a Version

Reviewers and approvers can advance a version through the approval stages:

• First approval: pending_review → pending_approve
• Final approval: pending_approve → approved

Reject a Version

Send a version back to Draft for revisions. You must provide a reason for the rejection.

The status changes from pending_review or pending_approve back to draft.

Manage Partners

Link a Partner

Add a partner to a specific version so they are included when users consent.

Unlink a Partner

Remove a partner from a version so they are no longer included in the consent.

Update All Partners

Update the complete list of partners for a version in one action.

Important Behavior

• Version history is preserved for auditability. Create a new version instead of overwriting a previously approved record.
• Rejection returns the version to draft and records a rejection reason for follow-up.
• requires_reconsent changes how pending-consent checks behave for customers, so treat it as a business rule, not just a UI flag.
• Partner changes belong to the specific version you are editing, not to every version of the template.

Consent lifecycle context

This page covers the approval part of the consent lifecycle:

1. Start from a Draft version
2. Submit for Review
3. Move to Pending Approval
4. Finish in Approved
5. Let applications use that approved version when customers need to act

Troubleshooting

Problem	Likely cause	What to do
Cannot edit a version	The version is no longer in draft	Create a new version or review the rejection reason
Cannot request review or approve	Missing consent_templates:review or consent_templates:approve	Ask an administrator to update your role
Unsure whether to create a new template or a new version	The consent item is the same but the text or conditions changed	Keep the template and create a new version

Related Links

• Consent Management Overview — See the full consent lifecycle
• Consent Template — Template management overview
• Consent Decision — Track user consent decisions
• Consent Policies — Understand how versions fit into the full consent policy model
• Partner & Channel Control — Understand how partner links and downstream controls work