Creating demo users for Journeys

If you are looking to check Journey content before you send it to your users, you can create a demo employee and manager via the 'Admin' section to preview what you are sending.

You'll want to create the manager first, this will save you time when it comes to adding the employee. Alternatively, you could create an employee and set yourself to be the manager.

Firstly, click to 'Admin'

Depending on your admin access, you may now need to click the ‘Admin: People’ button that shows in on the top right side to access the 'people' page

Once you are on the people page, click the '+ New user' button found on the top right, you can then add the basic information of your employee/manager, and then click 'Save'.

If you add in your email address, you'll get the relevant notifications linked to this demo (you can leave this blank if you don't need them).

Consider Inductions when specifying the hire date; remember the date you put in will determine what Journeys are sent to your demo employee.

If you are adding a manager, make sure you set the 'Top Level Manager' setting (meaning they won't get Journeys themselves, only the employee).

After completing the initial popup, you'll be taken to the 'Edit Details' page. This will populate the details you've added so far and also show you the username of your demo (you'll need this to login later):

Scroll down until you reach the 'Other Details' section and specify the details of your demo user.

Once you've created your manager, you should add them to the 'Manager' box for the employee demo (or set this to be yourself if you want to view the manager side using your own profile).

You should have access to select a 'Test' location along with a 'Test' job title.

Remember that the appraisal level you select will determine what content your demo sees (i.e. behaviours, specific level based Journeys etc.)

You should ensure that any demo users that you create are set to be 'Test Users', which ensures they don't appear in any future analytics or reports. You will find this setting below the 'Other details' box.

Once you are happy with the details you've added, click 'Save' - this will create your demo user. You should now repeat the steps above to add your employee (or manager), ensuring that they are linked together using the 'Manager' field under 'Other Details'.

Demo users that are set to 'Test' are automatically hidden from reports but also your default 'Admin' search. If you ever need to find them and edit the details, look for the 'Advanced Search' button under 'Admin'. Once you are in advanced search mode, your demo users will appear when searched for.

To access your demo, make a note of the username, logout of your own account and then enter the username of the demo. You will then be prompted to set a password and security questions. If you are looking for more information on how to send Journeys to your demo, or what to do next, see 'Related Articles' below.