How to protect access to your Presbot account

Account security starts with ownership

Decide who is responsible for the Presbot account, billing, assistant changes, and lead access.

Clear ownership makes it easier to notice unexpected changes and keep access current.

Use a unique password

Choose a password that is not reused on another website.

A password manager can help create and store a strong unique password.

Do not send passwords through ordinary email or team chat.

Protect the connected email account

The email account associated with Presbot may be important for account notices and recovery.

Secure it with a strong password and the security options offered by the email provider.

Avoid shared logins

One shared login makes it difficult to know who changed content or billing details.

Use individual access options when available and appropriate for your plan and workflow.

Review access when roles change

When someone changes responsibilities or leaves the organization, review whether they still need access.

Do not leave old access in place only because it is convenient.

Be careful on shared devices

Sign out after using Presbot on a computer shared with other people.

Avoid saving login details in a public or borrowed browser.

Check messages before acting

Be cautious with unexpected messages asking you to sign in, change payment details, or share account information.

Open Presbot through your normal saved address rather than an unfamiliar link when a message feels uncertain.

Review account details regularly

Check the account email, business information, billing contact, and active assistants.

Unexpected changes may be easier to notice during a regular review.

Use how to update your Presbot account and business information.

Limit lead access

Captured leads may contain personal information.

Only people responsible for follow-up should receive or copy lead details.

Review the practical privacy checklist.

Respond to suspicious activity calmly

If you notice an unexpected change or believe access may be compromised:

1. Change the account password
2. Secure the connected email account
3. Review account and billing details
4. Check assistant content and lead access
5. Contact the appropriate support channel when needed

Record what you noticed and when.

Create a simple team rule

Document who may access Presbot, how credentials are stored, who approves billing changes, and what to do when suspicious activity appears.

A short rule followed consistently is more useful than a long policy no one reads.

Account protection checklist

• Account ownership is clear
• The password is unique
• The connected email account is protected
• Shared logins are avoided
• Access is reviewed when roles change
• Shared devices are used carefully
• Unexpected messages are checked
• Account details are reviewed
• Lead access is limited
• A response plan exists

Next steps

Review how Presbot handles privacy and visitor data and how to update account information.