Creating a privacy policy

Create a privacy policy that customers see in your Codeweavers-powered customer-facing tools.

Before you begin

You must have a Dealer Administrator role to view or edit privacy policies. A Dealer User can see organisation details but cannot access the Policies tab.

Open the Privacy policies page

1. Log in to your Admin portal and go to the Dashboard.
2. In the Organisation details card, click the edit icon in the top-right corner of the card.

3. Select the Policies tab.

Review your existing policies

The Policies tab lists all privacy policies currently configured for your organisation. If no policies have been added yet, you see an empty state with a Create a policy button.

Once policies have been added, they appear in the list with their names and a preview of the policy content.

Create a privacy policy

1. From the Privacy policies page, click Add Policy.
2. Enter a name for the policy in the Policy Title field.
3. Type or paste your policy content into the editor. Use the toolbar to apply formatting — headings, bold, bullet lists, and numbered lists are all supported.

4. Under Content Set, select the content set this policy belongs to. This determines which of your organisations will use the policy.
5. Under Display locations, tick each customer-facing area where this policy should appear — for example, Proposal capture, Finance apply, or Marketing. At least one display location must be selected.
6. Under Entity Selection, tick the entity types this policy applies to — for example, Private individual or Limited company. At least one entity type must be selected.
7. In the Locales field, search for and select the locale for this policy — for example, en-GB. At least one locale must be selected.
8. Click Save changes. The button remains inactive until all required fields are filled in.

Screenshots show example data. Your portal will look the same with your own organisation's settings.