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Privacy opt-in

Require customers to accept a privacy consent notice before they can start a recording.

Privacy opt-in adds a consent modal before the recorder opens.

Use it when you need explicit consent before a customer shares a recording that may contain personal or sensitive information.

Once accepted, Screendesk remembers the choice in that browser so repeat visitors are not asked again.

Plan availability: All plans.


How it works for customers

When Privacy opt-in is enabled, a modal appears before the recorder loads.

The modal can include:

  1. your workspace logo

  2. a customizable consent message

  3. an optional privacy policy link

  4. Decline and Accept buttons

When the customer clicks Accept, Screendesk stores the consent in the browser and opens the recorder.

If the customer clicks Decline, they cannot continue to the recorder.

Once accepted, the modal does not appear again in that browser unless browser data is cleared.


Enable Privacy opt-in

1

Go to Security settings

Open SettingsSecurity in your Screendesk workspace.

2

Find Privacy opt-in

Scroll to the Privacy opt-in section.

3

Enable the toggle

Turn on Privacy opt-in.

A live preview appears below the setting so you can see what customers will see.

4

Enter the message shown before the customer starts recording.

Example:

We need your consent before you can start recording.

If you leave it blank, Screendesk uses the default message.

5

Set:

  • Link text — for example, Privacy Policy

  • URL — the destination of your privacy policy

Leave both fields empty if you do not want to show a link.

6

Save

Click Save.


Add translations

If your workspace supports multiple locales, locale tabs appear at the top of the preview.

Switch to a locale and enter the translated consent message and link text.

If a field is blank, Screendesk falls back to English.

Supported languages:

  • 🇬🇧 English

  • 🇫🇷 French

  • 🇪🇸 Spanish

  • 🇵🇹 Portuguese

  • 🇩🇪 German

  • 🇳🇱 Dutch

  • 🇧🇷 Brazilian Portuguese

If a translation is empty, Screendesk shows the English version by default.

See also Internationalization.


Disable Privacy opt-in

Turn off Privacy opt-in in SettingsSecurity.

Click Save.

Customers will go directly to the recorder without seeing the consent modal.

Your message and privacy policy link stay saved, so you can enable the feature again later.


Consent is stored in the customer's browser.

It is not tied to a customer account or email address.

This means:

  • clearing browser data resets consent

  • a different browser requires consent again

  • a different device requires consent again

  • Chrome extension users do not see this modal


How Privacy opt-in works with Recorder Flow

If both features are enabled, Screendesk shows them in this order:

  1. Privacy opt-in

  2. Recorder Flow

  3. Recorder

Use Privacy opt-in when you need an explicit Accept step before recording starts.

Use Recorder Flow when you want to guide the customer before recording starts.

See Recorder flow.


Best practices

Keep the consent message simple.

Say what the customer is agreeing to in one or two short sentences.

Link your privacy policy.

This gives customers the context they need before accepting.

Translate the message.

Localized consent text reduces confusion and increases completion rates.

Test in a private window.

This avoids using a previously stored consent state.

Review with your legal team if needed.

Browser-level consent storage may not meet every compliance requirement.


Troubleshooting

The wrong language is shown

Screendesk uses the browser locale.

If the translation for that locale is blank, Screendesk falls back to English.

A customer clicked Decline

The customer stays blocked from the recorder until they click Accept.

There is no separate redirect or decline page.


FAQ

Can I customize the button labels?

The Decline and Accept labels follow the locale used by the recorder.

They are not configured as separate custom fields in this setting.

What happens if a customer clicks Decline?

The recorder does not open.

The modal stays on screen until the customer accepts or leaves the page.

Does the customer need to accept every time?

No.

After acceptance, Screendesk remembers the choice in that browser.

If cookies or local storage are cleared, the modal can appear again.


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