Quick Guides for preeco | data protection

In version 4 of preeco | data protection, the term „Package" was replaced by „Team" – what this means and what changes

The notice "Editing not possible due to access conflicts" protects documents from being changed by users who cannot

In preeco | data protection and information security, two permission systems are available: The standard permission

How new users accept their invitation to preeco | data protection, activate their access and join their team.

In a self-created audit catalog, hazards are first created centrally and then assigned via the respective requirement

The chapters of a training are maintained in the associated training template, not in the training itself. You create a

Affiliation conflicts in DPAs arise when a contract applies to different organizations (controller and processor) at the

In preeco | data protection and information security, affiliation conflicts can occur when working with documents if

Affiliation conflicts in processing activities arise when linked documents or text modules are assigned to a different

The visibility of tasks and documents depends on a user's affiliation to organizations. Although all active team members

In preeco | data protection, processing activities can be generated and revised automatically with an AI integration.

preeco offers the option to create and optimize text modules with the help of artificial intelligence. The AI feature is

In preeco | data protection the AI assesses the protection requirement of a system or processing activity: via „AI

A user always belongs to exactly one user group; if required, you create additional groups with the matching

In addition to your own audit catalogs, three paid, standardized catalogs (BSI Grundschutz, VDA ISA 6.0, CISIS 12) can

In preeco | data protection and preeco | information security, new audit object types can be created under "Audits >

The preeco contract is automatically renewed for one year unless it is terminated or different arrangements have been

When several processing activity entries are used in one information obligation, text modules with identical content are

The phone number of the data protection officer is currently defined as a mandatory field in preeco | data protection

How to change your password in preeco | data protection yourself in just a few steps.

There must always be at least one administrator in the team. To assign a new admin, a new user is first invited by

After a training has been released in preeco | data protection and information security, certain settings such as

Changes to the organizational hierarchy in preeco | data protection and preeco | information security are made by

Confidentiality agreements should be stored in preeco | data protection and preeco | information security under

In a data collection workflow, pages and questions can be controlled with conditional logic. For single-choice and

How to configure your personal email and in-app notifications in preeco | data protection so you never miss important

You document incidents in the "Data breaches" module. For the report to the authority under Art. 33 GDPR, you create

Under "Settings > Integrations", administrators can store a standard instruction in the "AI provider" section that is

If contacts cannot be added to a training, the reason is that their email address is already contained in the

The "Contractual relationships" section in the "Relationships" tab shows which data recipients of a processing activity

A deletion concept implements storage limitation under Art. 5(1)(e) GDPR and is structured along the DIN 66398 standard.

In rule sets you document internal policies centrally and versioned – the basis of accountability under Art. 5(2) GDPR.

To create a new training in preeco, go to "Trainings > New", enter a name, assign the organization and edit the

A transfer impact assessment (TIA) is required under Art. 44 ff. GDPR and the Schrems II ruling when personal data is

A risk analysis implements the risk-based approach of Art. 24 and 32 GDPR. preeco separates „Edit" (the methodology:

In preeco | data protection and information security, numerous pre-built text modules are used to fill out documents

Data processing agreements and consent forms can be created and provided as digital web forms in preeco | data

A web form can only be provided via the Create web form action for consent forms that were created as text in preeco |

If a search term is accidentally created as a text module while searching in a processing activity, you will find it

Data collection workflows in preeco | data protection enable the standardized, reusable collection of information.

Step-by-step guide for creating new documents in preeco | data protection, e.g. policies or procedure descriptions.

In preeco | data protection and information security, users can only view and edit documents within their own team, as

In preeco | data protection you can design custom layouts for PDF documents with CSS. These can be set team-wide or

How to enable dark mode in preeco | data protection and switch between light and dark appearance.

A data processing agreement can be signed by several people for each contracting party. The signatories are recorded per

In preeco | data protection and information security, you can allow the contractual partners of a data processing

When deactivating users, the profile is retained, but access to the team is interrupted. Deactivation is done via

In preeco | data protection you can use automated translations by storing a DeepL API key under Settings – Integrations.

Users are not deleted immediately in preeco | data protection when they are removed from all teams. The deletion

From a documented data breach, a permanent technical and organizational measure (TOM) can be derived directly in preeco

In preeco | data protection and information security, automated translations can be set up for the entire team, which

How to document a data breach in preeco | data protection – step by step according to Art. 33 GDPR: description of the

How to download documents from preeco | data protection and export them for external use or archiving.

How to download and export your record of processing activities (RoPA) from preeco | data protection as a PDF or in

For the link between a processing activity (PA) and a data processing agreement (DPA), the role in the PA as well as the

The DPA templates available in preeco | data protection and preeco | information security are based on the EU Commission

Forms can be pre-filled with data via JavaScript. To do so, you should contact your development department.

In privacy policies, the chapters in the "Text content" section can be moved and nested via drag and drop. To do so,

For tasks that are created automatically from a follow-up of a processing activity, the due date is not set

In preeco | data protection and information security, you can link documents together for better organization and remove

In preeco | data protection and information security you can upload your company logo, which is visible to all users of

New users can be invited easily to preeco | data protection and preeco | information security via "Settings > Users

In preeco | data protection and information security, important documents such as data processing agreements, joint

An assigned task in preeco | data protection can only be edited if the assigned person belongs to all organizations the

To replace a user with a new email address, invite the new user via "Settings > Users > Invite user" and remove

The data protection information can be embedded without a download via the Publication section. The link (permalink)

The "Data breaches form for tips" contains an embed code with which it can be integrated directly on your website.

To enable features for a user, go to "User groups and permission systems" in the settings, create a new user group, edit

The error message "The connection to … could not be established" is usually caused by an incorrect or no longer valid

AI integration errors are frequently caused by an API URL that is too long. Reduce the URL to the base URL up to and

In preeco | data protection you can build a structured folder structure in the file storage under Collaboration. Main

When downloading documents from preeco | data protection and preeco | information security, a sans-serif default font is

How to reset your forgotten password at preeco | data protection yourself using the "Forgot password" function.

In the preeco | data protection and preeco | information security application, the activity log, which documents changes

Data from a data collection workflow cannot be transferred directly into an existing document. Using the actions defined

You can see the DPO assignment of an organization under Settings > Organizations in the "Officers and legal

You change the responsible person of an organization under Settings > Organizations by opening the organization,

preeco Support determines the last login time of individual users on the server side based on the email addresses you

You check the sending status and time of a document via the activity log: open the document concerned in preeco | data

Your own sample documents can be provided in preeco | data protection via the "Load from sample documents" dialog,

In preeco | data protection and information security, training participants can be imported easily and flexibly via XLSX

Via the user interface, users can import contacts and training participants themselves as XLSX files, with the column

For automatically created tasks and follow-ups, an unexpected time such as 02:00 may appear. It comes from automated

Changes and new features in preeco | data protection and preeco | information security are displayed directly after

AI providers are configured team-wide under Settings > Integrations in the AI provider section (provider, API key,

To use the AI feature in preeco | data protection, you need an API key from a supported provider such as OpenAI,

An LLM can be connected via an OpenAI-compatible interface using the appropriate API credentials (URL, API key, model),

In preeco | data protection and preeco | information security a distinction is made between interface language and

If an entire module or a function is missing in preeco | data protection, this is usually due to the booked license

In preeco | data protection and preeco | information security, linked documents can be created that inherit essential

How to log in to preeco | data protection with your email address and your password – explained step by step.

How to create tasks in preeco | data protection, assign responsible persons and keep track of the processing status at

In preeco | data protection, contacts can be created manually or added via Excel import. When editing existing contacts,

How to create, edit and structure your organizational units under "Settings > Organizations".

How to create, manage and correctly assign tenants to your organizational units in preeco | data protection.

Beim Hochladen von Dateien in preeco beträgt die maximale Dateigröße 20 MB. Größere Dateien können nicht hochgeladen

In preeco | data protection, AI assistants can be connected directly to the existing data via the Model Context Protocol

Message forms can be created under "Messages > Message forms > New" and assigned to an organizational unit. Under

How to set up two-factor authentication (2FA) in preeco | data protection to additionally secure your account.

You obtain an overview of the consents in the Declarations of consent module and of the information obligations in the

When creating a new text module under "Settings > Text modules", you first select a category and the language. Text

Under "Trainings > Training participations" you get an overview of the status of all invited participants. The

In Version 4 the "Package management" was renamed to "Settings" – this article explains what has changed and where you

If questions and answers are not legible in the PDF export of a checklist, this is caused by the activated dark mode,

In preeco | data protection and preeco | information security, documents can be transferred across teams, provided that

In preeco | data protection and information security, administrators can export all organization data under "Settings

A person missing from selection lists is usually the result of an incorrectly selected organization, a missing

An overview of how preeco | data protection maps and simplifies your entire data protection management – from

You can see checklists with descriptions and requirements in the detail view of a catalog under Audits > Audit

In preeco | data protection and preeco | information security, data categories can be automatically adopted in the

preeco | data protection enables the structured processing of data subject requests with central documentation in the

With the publication groups in preeco | data protection and preeco | information security, several information

In the "Trainings > Training > Participants" area you can delete participants, remind them again or enable a

Users can be removed from a team under "Settings > Users > Actions > Remove access to team". In doing so, a

In preeco | data protection and information security, there is now the "Change proposals" function, which allows you to

preeco sends every AI request to the /chat/completions path of your endpoint and requires a strict structured output via

Resellers can create new tenants independently in preeco | data protection under Settings, Organizations and Tenants.

Using "Forgotten your password?" on the login page, you request a reset link with your email address and set a new,

Administrators can adjust accidentally changed administrator rights again under "Settings > Users" via "Edit" (user

In the Cloud variant, data is deleted physically and irrevocably once the deletion is confirmed and cannot be restored.

Export access to task lists cannot be restricted separately in the DSMS, because the function rights of the Tasks module

Revisions are immutable PDF versions of your documents that preeco | datenschutz creates automatically on every release

preeco | data protection uses SAML token encryption by default for SSO via the SAML protocol. You can find a guide on

In preeco | data protection, three sending options are available for consent forms: single sending to one person via a

You store the API key for the AI provider in preeco | data protection under Settings → Integrations in the AI provider

Audit catalogs such as NIS2 and BSI C5 can be set up as reusable templates in the platform and have been provided in the

The description field can be shown or hidden per document type in the document settings. Open the settings, select the

To save an individual sender address under "Settings > Email settings", the domain's SPF record must be supplemented

preeco | data protection supports central login via single sign-on (SAML) and therefore also via Microsoft Entra ID. The

In the cloud variant, only the SPF record variant is supported. Your own SMTP mailboxes can only be integrated in the

How to switch seamlessly between several teams with a single preeco account, without having to log in again.

How to quickly switch between different organizations and tenants in preeco | data protection.

Changes to text modules in the data processing agreement are lost if the contract is not saved after editing.

In preeco | data protection and information security, the assignment of text modules to an organization depends on how

A text module duplicate is a text module with identical content. The display of such duplicates is found under "Settings

If the "Contractual partner 1" field remains empty in a contract under Art. 26 GDPR, the wrong organization is usually

After a training is completed, the status "completed" appears under "Training participations". Certificates of

If the device used for 2FA is lost, it can only be removed by preeco support. To do so, a request must be sent from the

If the temporary link to the user manual is missing in the system, you can reach it via the Support area and the To the

Confidentiality classes rate documents in preeco | data protection on five levels that build on one another – from „Not

Under "Collaboration > Data collection forms", authorized users create and manage data collections based on

This article presents four GDPR-compliant video hosting services based in the EU that support iframe embedding. The

The status "Approve/Approved" indicates that a document has been confirmed and finalized in preeco. The "Approve"

An overview of the most important new features and improvements in Version 4 of preeco | data protection.

At the due date you receive an email notification, and a stored message is automatically delivered as a task to the

The text of the training invitation is defined when a training is released, in the Message field of the "Release

Für Videos in Schulungen können Sie einen beliebigen Video-Anbieter nutzen, sofern dieser einen iframe-Einbettungscode

Editing text modules is controlled by the user group under Settings > User groups and permissions and by the

The message "Feedback form not found" appears because the access link sent by email is only valid once: after the form

By default, only the company and the division are shown in the URL/publication of an information obligation, but not the

A data protection impact assessment (DPIA) has no "Released" status; its statuses are "New", "In progress",

All overviews in preeco use the same table. Narrow the list with the "Search term" field and the "Filter" button, sort