Adding Data Systems

This article provides instructions on adding a new Data System to your Organization. For more information on what Data Systems are and how to setup and use them, check out the following articles:

Adding a New Data System

1. Click on the Global Settings drop-down menu and choose Data Systems.

2. Click Add Data System.


3. Select the Data System Type.

Begin typing to search for your Data System or scroll down to select from the system types that are available. For any types of data systems that aren’t yet supported, you can select Custom.

4. Click Next.

5. Give the Data System a friendly name.

6. Click Next

7. Select the type of Relationship associated with the Data System. Relationship is for identifying the relationship of this data system in regards to your company. While you can add your own custom option as well, in most cases you will simply use one of the following predefined options:

  • Controller: Legal or natural person, an agency, a public authority, or any other body who, alone or when joined with others, determines the purposes of any personal data and the means of processing it.
  • Joint Controller: Third party data processor engaged by a Data Processor who has or will have access to or process personal data from a Data Controller.
  • Processor: Legal or a natural person, agency, public authority, or any other body who processes personal data on behalf of a data controller.
  • Sub-Processor: Two or more data controllers that jointly decide why and how to process personal data.

Note: Internally managed and maintained systems are usually a Controller. External systems, like SaaS products, are usually a Processor.

To add a new Relationship, click Add Relationship.


Give the new Relationship a name and description.

Click OK.

8. Click Next

9. Select the Destination(s) associated with your Data System. Destinations determine where data is being sent and who data is shared with.

For more information on Data System Destinations, refer to this article: Managing Data System Attributes

To add a new Destination, click Add Destination.


Give the new Destination a name and description.

Click OK.

10. Click Next

11. Enter Data System details:

  • Cross Border: Toggle to “True” if data in this system is sent outside of your country.
  • Retention: This determines how long data is held in this particular system. The default retention is 12 months.
  • Additional Notes: Any additional details associated with this Data System.

10. Click Done.

We will display a message letting you know the Data System has been successfully added.