Docs / Quick Start Guide

Quick Start Guide

This guide helps you complete the essential setup tasks and process your first DSAR. Follow these steps to become operational quickly.

Open SAR Portal →

Dashboard - Your command center for managing DSARs
Dashboard - Your command center for managing DSARs Dashboard - Your command center for managing DSARs

Before You Begin

Make sure you have:

Step 1: Complete Organization Setup (2 minutes)

Organization Settings - Enter your company details
Organization Settings - Enter your company details Organization Settings - Enter your company details
  1. Go to Settings in the sidebar (Settings is Admin-only — if you don’t see it, ask an admin)
  2. Click the Organization tab
  3. Fill in your company details:
    • Legal company name
    • Business address
    • Contact phone (optional)
  4. Click Save Changes

Step 2: Configure Your Public Portal (3 minutes)

Your public portal is where data subjects submit requests.

Integrations - Configure your public portal access
Integrations - Configure your public portal access Integrations - Configure your public portal access
  1. Go to Settings > Integrations
  2. View your Public Portal Access URL
  3. Click Test Portal to preview
  4. Click Get Embed Code if you want to embed it on your site
  5. Copy your portal URL to add to your privacy policy
  6. Click Create Additional Portal URL to create time-bound URLs as per your requirements
Portal URL
Your portal URL looks like: https://app.sarportal.com/subjectaccess?token=[your-portal-token]

Add this link to your website’s privacy policy or create a “Submit DSAR” page that links to it.

Step 3: Customize Email Branding (2 minutes)

Customize how your automated emails look to data subjects:

Notifications - Configure email templates and branding
Notifications - Configure email templates and branding Notifications - Configure email templates and branding
  1. Go to Settings > Notifications
  2. Configure your email template branding:
    • Company name displayed in emails
    • Contact email address
    • Phone number (optional)
    • Website URL
  3. Upload your logo for email headers
  4. Set your primary brand color for buttons and links
  5. Click Send Test Email to preview how emails will look

Step 4: Create Your First Test Case (3 minutes)

Practice with a test case before going live:

Create Case - Enter subject details and request type
Create Case - Enter subject details and request type Create Case - Enter subject details and request type
  1. Go to Cases in the sidebar
  2. Click Create New Case
  3. Fill in the form:
    • Request Type: Access Request
    • Subject Name: Test Subject
    • Email: subject-email@example.com
    • Notes: Test case for learning the system
  4. Click Create Case

Step 5: Explore Case Management

Now that you have a case, explore the key features:

Cases List - View and manage all your DSARs
Cases List - View and manage all your DSARs Cases List - View and manage all your DSARs

View the Case

Click on your test case to open the Case Summary page. Here you can:

Attach Documents and Try AI Redaction

Documents are attached from within a case action — Request Info, Submit Info (shown when the case is Awaiting Information), or the Close Case dialog. There is no standalone upload button or drag-and-drop.

  1. Open one of those dialogs and use the file picker to add a sample document (hold Ctrl/Cmd to select several)
  2. Redactable files are scanned automatically — you land on the Review Detected PII screen
  3. Select the entities to redact and click Redact Selected, then review the result
  4. Click Confirm & Attach to Case (or Skip Redaction to attach the file unchanged)

Close the Case

  1. Click the red Close Case button
  2. Choose a Closure Reason (required, e.g. “Completed & Fulfilled”); if rejecting, also pick a Refusal Ground
  3. Add closing notes (optional) and attach any final documents
  4. Click Close Case to confirm

Going Live Checklist

Before accepting real requests, verify:

What to Do When You Receive a Request

From Public Portal

Requests submitted through your portal automatically create cases. You’ll receive an email notification with the case details.

Via Email or Other Channels

If someone sends a DSAR via email or letter:

  1. Create a new case manually
  2. Enter the subject’s details
  3. Attach any received documents via a case action (Request Info, Submit Info, or Close Case)
  4. Begin processing

Next Steps

Now that you’re set up:

Getting Help