Getting Started with Savira
Everything you need to set up your account, send compliance emails, and connect your website.
New User GuideQuick start: compliant in 15 minutes
If you have just received your login, start here. Two things get you covered: your privacy statement first, then your cookie banner. Both are done in plain steps with no coding.
Before you start, have these ready
- Your Savira login, provided by your Savira administrator
- The Savira plugin file (a .zip), also from your administrator
- Access to your WordPress admin area, usually yourdomain.com/wp-admin
Publish your privacy statement
Create your privacy statement in Savira
Go to Policy Templates > Privacy Policy and complete the short setup wizard. Savira builds a statement that meets the Australian Privacy Principles. When you are happy with it, click Save & Publish.
Add it as a page on your website
Copy your finished statement from Savira. In WordPress, go to Pages > Add New, title the page Privacy Policy, paste the text in, and click Publish.
Link it where people can find it
Add the new Privacy Policy page to your website footer or main menu, found in WordPress under Appearance > Menus, so visitors can reach it from any page.
Add your cookie banner
Copy your Savira Licence Key
Go to Settings > API. Under Savira Licence Key, click View Key and copy the full key. It starts with sv_
Upload the Savira plugin to WordPress
In WordPress, go to Plugins > Add New Plugin > Upload Plugin. Click Choose File, select the Savira plugin .zip from your administrator, then click Install Now and Activate Plugin.
Paste your key to connect
Still in WordPress, open Settings > Savira. Paste the Licence Key you copied, then click Save.
Design and publish your banner
Back in Savira, go to Policy Templates > Cookie Consent Banner. Set your wording, position and colours, then click Save & Publish. Your banner goes live on your site on its own.
You're compliant
Your privacy statement is live and your consent banner shows on every public page. Any change you make in Savira updates your site automatically, so you never touch code again.
Want the full tour? The sections below cover the dashboard, the sidebar, sending compliance emails and your settings in more detail.
Something not working? Head to Troubleshooting for the common fixes.
1. Getting Started
Logging In
Go to manage.savira.com and enter the username and password from your welcome email. That takes you straight to your dashboard.
If your password is not working, click Forgot password on the login page and a reset link will be emailed to you.
Understanding the Dashboard
Your dashboard shows your compliance status at a glance, with real time alerts, progress tracking, and quick actions all visible from the moment you log in.
Describe what a new user sees first. Which cards or panels appear across the top, what the progress indicator is measuring, and what the alerts typically flag.
Navigating the Sidebar
The sidebar on the left is how you move between the main areas of Savira.
- Policy Templates holds your privacy policy and cookie consent banner
- Settings covers your account, your API and licence key, and your integrations
- Help & Resources takes you to guides and support
Add the remaining sidebar items in the order they appear, with one line each. Consent records, data subject requests and breach notification are likely candidates.
First Steps Checklist
Work through these in order. The first two are the ones that make you compliant.
- Publish your privacy statement Policy Templates > Privacy Policy, then add it as a page on your website
- Connect your website and publish your cookie banner Copy your licence key, install the plugin, then publish the banner
- Link your privacy policy in your site footer or menu So visitors can reach it from any page
- Check your consent records are coming through Confirm decisions from your site are appearing in Savira
Just received your login?
The Quick start guide above walks through the first three items in about 15 minutes.
2. Sending Emails
Savira sends compliant consent requests and confirmation emails. Every response is logged, timestamped and stored automatically, so you can prove consent later without digging through inboxes.
Composing & Sending
Walk through creating and sending a consent email. Where in the sidebar it lives, choosing a template, selecting recipients or uploading a list, personalising the wording, previewing, and sending. Note anything that cannot be undone once sent.
Where responses go
Explain where recorded responses appear and how to export them.
3. WordPress Integration
Connecting Savira to WordPress takes a licence key and a plugin. Once connected, consent decisions are captured automatically from your existing forms and sync in real time, with no code changes needed.
Licence Key & Plugin Setup
The four setup steps are covered in the Quick start guide above: copy your licence key from Settings > API, upload the plugin, paste the key into Settings > Savira in WordPress, then publish your banner.
The notes below cover what to do afterwards.
If you generate a new licence key
The old key stops working straight away and your banner will disappear from your site. Copy the new key into WordPress under Settings > Savira and click Save to reconnect.
If your banner is not appearing
Check the plugin is Activated, your banner is set to Published in Savira, and the key is pasted with no extra spaces. Save again, then refresh your site or clear your browser cache. Changes can take a minute to show.
Still stuck? Head to Troubleshooting or click Help & Resources in the Savira sidebar.
4. Settings Overview
Everything under Settings in the sidebar, and what each area is for.
API
Holds your Savira Licence Key, which starts with sv_ and is what connects your website to your account. Click View Key to reveal it.
Treat it like a password. Anyone with the key can connect a site to your account.
Account
Cover what can be changed here. Business details, contact email, password, and who to contact for anything that cannot be self-served.
Users and access
Explain how to invite colleagues, what permission levels exist, and how to remove someone.
Integrations
List the connections available beyond WordPress and where each one is configured.