Processing Categories allow you to specify what your agents are allowed to discuss with your clients and what data they can process.

Processing Categories are used in relation to Privacy Details. To find out more about Privacy Details click here.

To set up Processing Categories, go to Menu, Setup > Privacy > Processing Categories.

Here you can create Processing Categories using the 'New Category' button.

Simply type in the name of your category, then click on Create. Any Categories you have created will appear in the list.

You can edit existing Categories to rename these, but you cannot delete any Processing Categories. You can click on the cog in the Actions column to edit the Category.

Editing Categories works in exactly the same way as creating a new one.