Savira - Making Compliance Easy

Getting Started with Savira

Everything you need to set up your account, send compliance emails, and connect your website.

New User Guide
๐Ÿš€

1. Getting Started


Savira is a compliance management platform designed to make Australian privacy compliance easy. This guide walks you through the essential steps to set up your account and start managing your organisation's privacy obligations.

Logging In

1
Open your Savira login page
Navigate to your Savira instance URL in your web browser. You'll see the Member Log In screen with the Savira logo.
2
Enter your credentials
Type your username or email address and password into the respective fields. If you've forgotten your password, click "Forgot Password" to receive a reset link.
3
Click Log In
Press the Log In button to access your dashboard.
Tip

Your login credentials are provided by your organisation's Savira administrator. If you haven't received yours, contact your admin or Savira support.

Understanding the Dashboard

Once logged in, you'll land on the Dashboard โ€” your central hub for compliance status. It contains three key sections:

Alerts / Notifications

Displays real-time status updates about your compliance items. Green check marks indicate items that are current and active (e.g. "Privacy Policy current" or "Cookie Banner active").

Compliance Progress

A visual progress bar showing which compliance components are complete. Savira tracks five key areas:

ComponentWhat It Does
Privacy PolicyGenerate and publish a compliant privacy policy aligned with the Australian Privacy Principles (APPs)
Cookie BannerDisplay a cookie consent banner on your website to collect and manage visitor consent
Consent EmailSend consent request emails to confirm communication or data processing consent under APP 5 and APP 6
Breach NotificationPrepare and manage data breach notifications under the Notifiable Data Breaches (NDB) scheme
Data RequestHandle Data Subject Access Requests for access or correction under APP 12 and APP 13

Upcoming Tasks

Displays any pending compliance tasks or deadlines. When no tasks are due, it shows "No Pending Tasks."

The left sidebar provides access to all major features:

First Steps Checklist

Complete these items in order to reach full compliance:

โœ“
Set up your Privacy Policy โ€” Go to Policy Templates > Privacy Policy and complete the setup wizard
โœ“
Configure your Cookie Consent Banner โ€” Customise and deploy your banner to your website
โœ“
Send a Consent Request Email โ€” Email your contacts to confirm their communication preferences
โœ“
Prepare a Breach Notification template โ€” Have a ready-to-go template in case of a data breach
โœ“
Set up Data Subject Request Response โ€” Be prepared to respond to access or correction requests
Dashboard Tracking

Your Dashboard's Compliance Progress bar updates automatically as you complete each item. Aim for all five green check marks.

โœ‰๏ธ

2. Sending Consent Emails


Savira's Consent Request Email feature lets you send pre-built, compliance-ready emails to your contacts to confirm their communication and data processing preferences under Australian Privacy Principles (APP 5 and APP 6).

Accessing the Consent Request Email

1
Navigate to Policy Templates
In the left sidebar, click on Policy Templates to expand the menu.
2
Select Consent Request Email
Click Consent Request Email from the submenu. This opens the email editor.

Composing Your Email

The email editor has two panels: the editing form on the left and a live preview on the right. Configure the following fields:

FieldDescription
ToEnter recipient email addresses from your contacts list. You can also add Cc and Bcc recipients.
Email TemplateSelect a template from the dropdown. "Savira Standard" is the default compliance-ready template.
FromYour organisation's display name (shown as the sender).
Reply toThe email address where replies will be directed.
SubjectThe email subject line. Default: "Help us stay compliant and respectful."
Subject TOVTone of voice for the subject line (e.g. Standard).

Editing the Email Body

The email body comes pre-populated with a compliant consent request template. You can:

Use the rich text toolbar to format text (bold, italic, underline, lists, links, images, tables)
Click "Add placeholder" to insert dynamic fields like [First Name] and [Last Name] for personalisation
Customise the consent action buttons that appear in the email

The default template includes three consent action buttons:

Yes, I want to stay updated
Confirms opt-in consent
No thanks, please remove me
Allows opt-out
Update My Preferences
Manage consent settings

Previewing and Sending

1
Preview your email
Use the live preview panel on the right to see exactly how your email will appear to recipients. Check that personalisation placeholders display correctly.
2
Send the email
When you are satisfied with the content, click the Send Email button at the bottom right of the page.
3
Download a PDF copy (optional)
Click Download PDF next to the send button to save a copy of the email for your records.
Important

All consent responses are automatically logged in your Compliance Logs and update your Compliance Progress on the Dashboard. You can track who has responded via Contacts.

๐Ÿ”Œ

3. WordPress Integration


Savira integrates with WordPress websites through a dedicated plugin. This allows your cookie consent banner to be automatically deployed on your site without manually adding code.

Getting Your Savira Licence Key

Before installing the WordPress plugin, you'll need your Savira Licence Key.

1
Go to Settings
Click Settings in the bottom of the left sidebar.
2
Open the API tab
Click the API tab at the top of the Settings page.
3
View your Licence Key
Your Savira Licence Key is displayed under the "Savira Licence Key" heading. It begins with sv_ followed by a series of characters. Click View Key to reveal the full key.
4
Copy the key
Copy the full licence key. You will need this when configuring the WordPress plugin.
Security Note

Keep your licence key confidential โ€” do not share it publicly. If your key is compromised, use the "Cycle Licence Key" button to generate a new one. Note: cycling the key will immediately invalidate the old key, so you will need to update it in WordPress as well.

Installing the WordPress Plugin

1
Log in to WordPress
Access your WordPress admin dashboard (typically at yourdomain.com/wp-admin).
2
Go to Plugins
Navigate to Plugins > Add New in the WordPress sidebar.
3
Search for Savira
In the search bar, type "Savira" to find the official Savira Consent plugin.
4
Install and Activate
Click Install Now, then Activate once the installation is complete.

Configuring the Plugin

1
Open plugin settings
Once activated, find Savira in your WordPress sidebar or go to Settings > Savira.
2
Enter your Licence Key
Paste the Savira Licence Key you copied from Settings > API in your Savira dashboard.
3
Save settings
Click Save to connect your WordPress site to your Savira account.
Done!

The plugin handles script injection automatically โ€” your cookie consent banner will now appear on all public-facing pages of your WordPress site.

Customising Your Cookie Banner

All banner customisation is done within the Savira dashboard, not in WordPress. Go to Policy Templates > Cookie Consent Banner and configure:

Consent Model โ€” Choose between Opt-In or other consent models
Banner Position โ€” Select where the banner appears (e.g. Footer Banner)
Banner Copy โ€” Edit the message displayed to visitors (up to 500 characters)
Banner Links โ€” Enable or disable links to your Privacy Policy, Cookie Policy, and Terms of Service
Appearance โ€” Customise banner radius, text colour, button radius, and button colour to match your brand

Click Save & Publish to push your changes live. The WordPress plugin will automatically pick up the updated configuration.

Alternative: Manual Code Snippet

If your website does not use WordPress, you can deploy the cookie consent banner using a code snippet:

1
Go to the Cookie Consent Banner page
Navigate to Policy Templates > Cookie Consent Banner in your Savira dashboard.
2
Find the Generated Script
Scroll down to the Publish section on the right side and look for "Standard Code Snippet."
3
Copy the code
Click the Copy Code button to copy the JavaScript snippet to your clipboard.
4
Paste into your website
Add the script tag to every public-facing page of your website, ideally just before the closing </head> tag.
Implementation Guide

Click "Download Implementation Guide" on the Cookie Consent Banner page for detailed technical instructions on embedding the script on various platforms.

โš™๏ธ

4. Settings Overview


The Settings section (accessible from the bottom of the sidebar) contains four tabs:

๐Ÿ‘ค

Profile

View your Account Email and Account ID. Request a password reset link. Manage active sessions โ€” log out from current device or revoke all sessions.

๐Ÿ””

Notification Preferences

Toggle alerts for breach deadlines, regulatory updates, policy expiry reminders, data subject requests, new user registrations, and consent rate drops.

๐Ÿ”‘

API

Manage your Savira Licence Key for WordPress plugin authentication. View, copy, or cycle (regenerate) your key.

๐Ÿ’ณ

Billing

Billing and subscription management โ€” coming soon.