Sample · Practical guide

Purpose and structure

This practical guide is written for owners, managing directors and office managers of companies from the one-person business to the medium-sized company without an IT or security department of its own. You have decided to use ChatGPT in your business, or someone in the company already does. The question is no longer what the rules are — Volume 1 "AI in the Company" and Volume 2 "AI Policies for the Workforce" answer that — but where to click so that the company is set up in a way that keeps secrets out of prompts, keeps anyone from sharing more than they meant to, and makes sure an access really is closed on the last working day.

It shows a single route, step by step: four decisions before the first click, an account that belongs to the company, the settings a company looks at once, an order for recurring tasks, one complete job, the exclusion list, three rules for employees and a monthly review of twenty minutes. Every operating path is written out in words — menu path, button, what you see afterwards — and, where a picture helps, with a screenshot.

If you know the first practical guide

This guide has the same structure as "Setting up Claude in your business". That is deliberate: anyone who lays both side by side knows where to look things up. Sections 1, 6, 7 and 9 are almost word for word the same, because they do not depend on the interface. Sections 2 to 5 and 8 are newly written, because they do. The difference that matters is in Section 3: the setting for the use of your data sits in a different place here, has a different name — and, depending on the account type, does not exist as a switch at all. Anyone who has read the other guide would otherwise look in the wrong place. The same goes for Sections 3 and 4: with this provider, connections to other services are available in the business account from the start, not only after an approval. The rule "none, to begin with" is a hands-on step here, not an omission.

Version line

Provider information checked on 15 September 2026; interface described as of 15 September 2026 — check for changes. Interfaces age. A menu item may be called something else tomorrow, a switch may sit somewhere else, a default may change. That is why every page of this guide carries this line, and why at the three places where it really matters — use of data, deletion, connections — you will find the instruction: look for yourself, today. What is printed here is always a snapshot. The guide is re-dated after every walk-through of the interface; buyers see the new version in their online access.

Menu items are named as the provider names them in its help pages. If your interface shows them differently — for example in another language — the English name is the anchor: it is the one the provider uses in its help pages.

How sources are handled

What this guide says about the provider — account types, defaults, time limits, roles — comes from the provider's own help and privacy pages, not from memory, not from forums. Every such statement carries a source line with page, date of access and address. Where the page says nothing, that is stated: "no information on the page checked". A gap is a result; a plausible guess would be harm, because people act on this guide. The gaps are collected in Section 10; the list of sources is in Section 12.

One limitation concerns the whole guide and therefore stands here: for this version, the provider's pages were read through the text excerpts of a search engine, not opened on screen; source lines marked "(search excerpt)" came about in this way and will be confirmed or corrected on screen at the next review. Until then, every one of these statements is subject to: check for changes.