Settings and Configuration

• Opt-in Global Privacy Compliance Engine
• Opt-In and GDPR Compliance
• Opt-In and GDPR By Country
• New Lead Email Notification Settings
• DemoBoard Viewer Privacy and "I'm New Here"
• Demo Viewer Settings
• How to set up Okta SSO Authentication in Consensus
• Demoplayer Cookie Management
• AI Tag Suggestions
• How to Enable Automatic Group and Role Sync for Okta SSO Provisioning
• How to Set up SSO Provisioning for Okta
• Ingesting Lead Data into your Consensus Public Link Lead Form
• Manual Groups management for SSO Provisioning
• Manual Roles Management for Okta SSO Provisioning
• Setting up Consensus SSO Authentication (SAML 2.0)
• Using and Filtering Out "Test" DemoBoards
• Adding Additional People to a Previously Created DemoBoard
• How to Add a Personal Intro Video (PIV) to Your DemoBoards
• Resending a demo to a prospect
• Restricting DemoBoard Sharing by Email Domain
• Consensus Demo Themes
• How to filter your Manage Users Page for Easy Management
• How to Prevent Competitors from Viewing Your Demo
• How to use merge codes when setting up email templates
• Sharing Through Social Media
• Sharing to Engage Other Decision Makers
• Tagging - Tag Admin and Tag Assignment
• How to configure Microsoft Entra ID SSO
• How to Filter Your Demolytics to Get the Data You Need
• Create, Edit, and Update Lead Capture Forms
• Demo Expiration By Views (Global Demo Settings)
• Session Timeout