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ChatGPT Data Controls for Client Data in 5 Steps

Step-by-step guide7 slidesChatGPT

By Robert Breen · Published · From the free lesson ChatGPT: Keep Client Data Safe, Set Up Your Team's Data Controls in 10 Minutes

A step-ladder guide: turn off training, review shared links, decide on memory, use Temporary Chat and write the one-page rule, in 5 steps.

  1. Lock down ChatGPT for client data. Four settings and one team rule, in about ten minutes. Step 1: Turn off training. Step 2: Review shared links. Step 3: Decide on memory. Step 4: Use Temporary Chat. Step 5: Write the one-page rule. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 1 of 7
  2. Lock down ChatGPT for client data. Step 1: Turn off training. Settings, Data controls, then switch off Improve the model for everyone. Do it on every account anyone uses for work. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 2 of 7
  3. Lock down ChatGPT for client data. Step 2: Review shared links. Click Manage and delete old links. Deleting a link keeps your original chat. Put a monthly review in the calendar. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 3 of 7
  4. Lock down ChatGPT for client data. Step 3: Decide on memory. Under Personalization, turn Enable memory off on shared work logins. Use Memory summary to see what it kept. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 4 of 7
  5. Lock down ChatGPT for client data. Step 4: Use Temporary Chat. For sensitive work, click the Temporary Chat icon at the top right. It is safer, not secret: a copy may be kept up to 30 days. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 5 of 7
  6. Lock down ChatGPT for client data. Step 5: Write the one-page rule. Settings do not replace judgment. Remove names and numbers first. Follow your firm's AI policy. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 6 of 7
  7. Practice it free in a copy of ChatGPT. ChatGPT: Keep Client Data Safe, Set Up Your Team's Data Controls in 10 Minutes. 16 steps, about 10 minutes. By Robert Breen. Stepthrough, free at learn.ynteractive.com.
    Slide 7 of 7

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The guide in text

Four settings and one team rule, in about ten minutes.

Step by step

  1. Turn off training

    Settings, Data controls, then switch off Improve the model for everyone. Do it on every account anyone uses for work.

  2. Review shared links

    Click Manage and delete old links. Deleting a link keeps your original chat. Put a monthly review in the calendar.

  3. Decide on memory

    Under Personalization, turn Enable memory off on shared work logins. Use Memory summary to see what it kept.

  4. Use Temporary Chat

    For sensitive work, click the Temporary Chat icon at the top right. It is safer, not secret: a copy may be kept up to 30 days.

  5. Write the one-page rule

    Settings do not replace judgment. Remove names and numbers first. Follow your firm's AI policy.

Businesses and people in the examples are made up (Hartwell Bookkeeping is a made-up business). The steps, screens and wording come from the free lesson and the Stepthrough glossary and prompt library.

Do it yourself, free

ChatGPT: Keep Client Data Safe, Set Up Your Team's Data Controls in 10 Minutes. A client asks if their files go into ChatGPT. Answer with confidence: set the data controls, memory, Temporary Chat and shared links, then hand your team a one-page AI policy. You do every step yourself in a practice copy of ChatGPT, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts.

Start the free lesson

Or read the full step-by-step guide

Plain-English definitions, each with an example from a free lesson.

ChatGPT data controlsImprove the model for everyoneTemporary Chat

The full AI glossary

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