Protect customer data and account access
Reduce exposure with least privilege, safe screenshots, secure portals, and careful data handling.
Guide typeStep by step
Estimated time2 minutes
Best forTeam & Security
- Give every employee their own account; do not share administrator passwords.
- Use the smallest Party Desk role and brand scope needed for the job.
- Enable multi-factor authentication through a reputable WordPress security solution when appropriate.
- Keep WordPress, Party Desk Pro, themes, and trusted plugins updated.
- Use HTTPS and secure, unguessable customer portal links.
- Collect only the customer information your business actually needs.
- Redact names, email addresses, phone numbers, locations, signatures, and financial details in screenshots.
- Review access promptly when an employee changes roles or leaves.
Follow the privacy, retention, consent, breach-response, and deletion rules that apply to your business and customers.
