Wiki · Usage guide

Using Lean Cookie Consent from signup to Pro reporting.

This guide covers the complete operating flow: creating an account, adding websites, installing the snippet, configuring policies, running scanner checks, reading reports, exporting evidence and planning corporate deployments.

1. Account and workspace setup

Start from the public registration flow, then use the dashboard as the control room for every website profile linked to the account.

Create the account

Use the registration page to create a beta workspace. The platform creates the user, initial customer profile and first site onboarding path.

  • Use a real operational email.
  • Confirm the login email arrives correctly.
  • Keep access limited to the people who manage compliance.

Open the dashboard

The dashboard shows the sites associated with the account, active integrations, consent records and platform version.

  • Pro users see only their own sites.
  • Global admin areas are reserved for platform owner roles.
  • Use the client area for day-to-day site management.

Add more websites

Pro accounts can onboard additional websites under the same user account without seeing or affecting other tenants.

  • Create one profile per website.
  • Keep domains exact and production-ready.
  • Use clear names for client handoff.

2. Website onboarding and snippet installation

Every site has a unique site key. The install pattern is simple, but each website remains separated by its own profile, domain rules and consent evidence.

Create the site profile

Enter the public domain, site name, banner heading, policy details, language and consent categories.

  • Use the final public domain when possible.
  • Set the integration status to testing during setup.
  • Switch to active after scanner verification.

Install the snippet

Copy the generated JavaScript snippet into the website, preferably before the closing body tag or through the site's approved tag manager/template workflow.

  • Works on WordPress, custom HTML, Moodle, Webflow and similar sites.
  • Each website uses its own site key.
  • Test in a clean browser session.

Verify consent capture

Open the website, save a consent choice and confirm that a new consent record appears in the platform.

  • Check banner visibility on desktop and mobile.
  • Verify Accept all, Only necessary and Save choices.
  • Refresh the site report after testing.

3. Policies, categories and legal profile

The hosted documents are generated from the website profile. They should be reviewed and completed with accurate owner, contact and processing details.

Hosted documents

Each site can expose hosted Privacy Policy and Cookie Policy pages with version and banner metadata.

  • Complete owner and contact fields.
  • Review processor and transfer details.
  • Keep the policy link visible from the website.

Consent categories

Technical, analytics and marketing categories drive the banner and the consent evidence stored by the platform.

  • Technical remains required for essential functions.
  • Analytics and marketing require user choice.
  • Text changes can trigger a new version.

Service catalog

Associate trackers and third-party services such as analytics, pixels, embeds or anti-spam tools to each website profile.

  • Map services to the correct category.
  • Include provider and policy references.
  • Keep the list updated after site changes.

4. Pro features and operational evidence

Pro focuses on the repeatable work after installation: scan, verify, export, document and keep the consent setup aligned with the website.

Scanner checks

Run the scanner from the site dashboard to verify snippet installation, review findings and update readiness status.

  • Use the scanner after installing the snippet.
  • Run it again after major website changes.
  • Review findings before client handoff.

Reports and exports

Generate site-level compliance reports and export consent evidence when a client or internal process needs documentation.

  • Reports summarize profile and install status.
  • CSV exports contain versioned consent evidence.
  • Exports are protected against spreadsheet formula injection.

WordPress Pro workflow

The Pro add-on supports WordPress-oriented workflows such as managed scripts, embed blocking and connector-style installation.

  • Use the SaaS profile as source of truth.
  • Gate analytics and marketing scripts by consent.
  • Block embeds such as videos or maps until allowed.

Suggested operating checklist

Use this sequence for each production website before handing it to a client or internal owner.

Create or confirm the correct site profile and domain.
Complete hosted policy data and service catalog.
Install the per-site snippet and test consent choices.
Run scanner, review report and export evidence if needed.

5. Corporate and self-hosted deployments

Public institutions and large companies may require a dedicated instance on their own infrastructure rather than the shared SaaS model.

When to choose self-hosted

Use the corporate path when procurement, data residency, internal security review or infrastructure ownership rules make shared SaaS unsuitable.

What is included

A dedicated installation can include private deployment, hardening baseline, update workflow, backup strategy, restore testing and technical documentation.

Implementation planning

Define hosting environment, database, TLS, mail delivery, backup retention, access policy, monitoring, update windows and responsibility boundaries before launch.

This guide is operational documentation, not legal advice. Website owners should review final policy wording, tracker declarations and jurisdiction-specific obligations with their privacy or legal advisor.