Personal data may only be collected for specific purposes and on a specific legal basis. Both need to be documented when creating a new account or a new contact person.

1. Go to the   Use of personal data tab in the side navigation.
2. In the upper part of the input window, click on Data collection > New.
3. Select a Data use purpose for data collection from the picklist. The list can only be extended by a user with administraive rights under Administration > Data use purposes.
4. Select the Legal basis for data collection from the picklist. The list may be preset and/or enterable depending on the administrative setting.
5. Select a Data source from the picklist and, if applicable, click on the button to link a mail. Alternatively, enter further information on the data origin in the field Source reference or insert a scanned document as an image.
6. Enter a Retention period for personal data related to the account. The retention period may differ in accordance with the legal basis of the data collection (Set retention periods for data processing).
7.  Save your input by clicking on the icon in the top left-hand corner of the input window.