Responding to a data request

What to do when a customer asks for a copy of their data and your one-month deadline.

2 min readUpdated

Sometimes a customer will ask to see the information you hold about them. This is called a subject access request. You have one calendar month to respond.

What they are entitled to

A copy of the personal data you hold about them, in a format they can read and take with them.

How Youzse helps

Youzse can gather everything held about a customer across your account and produce it for you as a clear report and a machine-readable file. You do not have to dig through the system by hand.

How to handle one

  1. 1When a customer asks, record the request and note the date, as your month runs from then.
  2. 2Use the data request tools in Youzse to produce their data.
Settings, then Privacy & GDPR. The data processing agreement, the Article 30 register, retention and data requests.
Settings, then Privacy & GDPR. The data processing agreement, the Article 30 register, retention and data requests.
  1. 3Check it over and share it with the customer securely.

A few things to know

  • The deadline is one calendar month, so start promptly
  • If you are unsure a request is genuine, you can confirm the person's identity first
  • Keep a note of how you responded, in case you need to show it later

If you are ever unsure how to handle a request, the Youzse team can point you in the right direction.

Help & Support, then Support Tickets. Write to Youzse and keep the replies on the ticket.
Help & Support, then Support Tickets. Write to Youzse and keep the replies on the ticket.

Common questions

How long do I have?

One month from the request. Start it the day it arrives rather than the week it is due.

Can I charge for it?

Not in normal circumstances. Requests are free.

What do I actually send?

The personal data you hold about them. An export of their record is the starting point.

Clients, then All Clients. Search, then open a record. New customer is at the top right.
Clients, then All Clients. Search, then open a record. New customer is at the top right.

Topics

GDPRSAR

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