Consents management

In this article you will learn how to group or delete the consent and how to access member consent information.

Consent Grouping

  • If you want to combine more consents into 1, you can use consent grouping.
  • In the list of your consents click on Group (1) and select (2) the group to which you would like to add consent.
Step 1 screenshot

Consent Grouping


Deleting a consent

❗️

Warning: Deleting a Consent removes it permanently from the system. This action cannot be undone.

  • Navigate to the Settings (1) and select Consents (2).
  • You will see a list of all Consents saved in your project.
  • Right-click on the Consent (3) you wish to delete and choose Delete (4).
  • Confirm the deletion when prompted.
Step 7 screenshot

Accessing a member consent information

  • Consent can only be checked individually, as TRIFFT currently does not support viewing a list of people with approved consents en masse.
  • To check consents individually, navigate to CRM (1), click on Members (2) and select an individual member (3).
Step 7 screenshot

Accessing a member consent information - step 1/2

  • Click on Activity Overview (1) and manually look for an activity with the following message: "The member signed the contractual consent."
Step 1 screenshot

Accessing a member consent information - step 1/2


Did this page help you?