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Lesson 10 of 15

Keep work and personal apart

Family chats and customer details shouldn’t share a login.

  1. Work sign-ins, not yours

    Keep work chats in a work sign-in, not your personal one. Homework and customer quotes don’t belong in one chat list.

  2. Who owns the chat

    A personal account belongs to whoever’s email opened it, and they can read every chat. If that’s your nephew’s, your business notes are stuck there.

  3. One login per person

    Each person who uses the assistant gets their own sign-in. On a shared login, everyone reads everyone’s chats, customer names included.

  4. On the shop’s shared device

    On the shop iPad or front-desk computer, sign out when you’re done, and don’t let the browser save the password.

  5. When someone leaves

    Remove their sign-in that day, or change the shared password. Keep quotes and job notes in a folder, not only in a chat.

Try it now

Open the assistant on the shop iPad or front-desk computer and read the chat list. If it mixes customer names and personal chats, sign out of that device. Then, on your own phone, open the work account and paste the prompt below.

Copy this prompt

Fill in the brackets, then paste it.

Help me set up my assistant accounts. I run a [type of business] with [number] people, and we share [a shop iPad, one office computer, or our own phones]. Ask me one question at a time about who signs in where. Then write me a one-page rule sheet in plain words: which account is for work, which is for me, who gets their own sign-in, and what we do when someone leaves.

Now you know

Work in a work account, one login per person, and sign out on shared devices.

Privacy: Don’t paste passwords into a chat, even to ask for help. Say “the shop iPad login,” not the login itself.