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TechnicalDemo Environment

Demo Environment

The Sustentus demo environment provides a fully functional preview of the platform with pre-populated sample data. This guide covers setup, configuration, access, and usage of the demo environment.

Overview

The demo environment is a special tenant instance marked with isDemo: true that allows users to explore the platform’s features with realistic sample data. It includes:

  • Pre-populated data: Leads, chats, proposals, quotes, invoices, CSAT records, activities, and more
  • Multiple user roles: Admin, Manager, CSM, SDM, Expert, and Customer perspectives
  • Snapshot management: Ability to reset and restore demo data to a clean state
  • Full feature access: All platform capabilities available for exploration

Setup

Demo Tenant Configuration

Demo tenants are identified by the isDemo: true flag in the Tenant model. This flag enables:

  • Demo data reload functionality
  • Snapshot management features
  • Special admin controls

Access

Demo Environment URL

The demo environment is accessible at:

https://platform.sustentus.com

Login Credentials

All demo accounts use the password: Sustentus123 and the email follows this pattern: demo+<role>@apoyar.eu.

The credentials for the email inbox are the following:

  • Email: demo@apoyar.eu
  • Password: OLk(GZ#[%

Admin Account

  • Email: demo+admin@apoyar.eu
  • Username: demo-admin
  • Password: Sustentus123

CSM Account

  • Email: demo+csm@apoyar.eu
  • Username: demo-csm
  • Password: Sustentus123

SDM Account

  • Email: demo+sdm@apoyar.eu
  • Username: demo-sdm
  • Password: Sustentus123

Expert Account

  • Email: demo+expert@apoyar.eu
  • Username: demo-expert
  • Password: Sustentus123

Customer Account

  • Email: demo+customer@apoyar.eu
  • Username: demo-customer
  • Password: Sustentus123
From customer accounts 1 to 10, the password is the same and the email/username follows this pattern
  • Email: demo+customer1@apoyar.eu
  • Username: customer-1

Vendor Account

  • Email: demo+vendor@apoyar.eu
  • Username: demo-vendor
  • Password: Sustentus123

Login Screen

Demo Login Screen

Use Cases

The demo environment supports multiple user roles, each with different capabilities and access levels.

Admin Role

Full system access with administrative capabilities:

  • Dashboard: System overview and analytics
  • Settings: Tenant configuration and management
  • Snapshot Management: Create, restore, and manage database snapshots
  • Demo Data Reload: Reset demo data to default state
  • User Management: Create and manage users across all roles
  • System Configuration: Configure workflows and statuses

Admin Dashboard

Manager/CSM/SDM Roles

Team and project management capabilities:

  • Leads Management: View, create, and manage leads
  • User Management: Manage team members and assignments
  • Activity Tracking: Monitor team activities and progress
  • Finances: View quotes, invoices, and financial reports
  • Products: Manage product catalog
  • CSAT: View and analyze customer satisfaction scores
  • Skills: Manage skill categories and expertise areas

[Screenshot placeholder: Manager dashboard showing leads and team overview]

Expert Role

Project execution and consultation capabilities:

  • Bid Pool: View and bid on available projects
  • Proposals: Create and manage project proposals
  • Projects: Track active projects and milestones
  • Invoices: Create and manage invoices
  • My Knowledge: Personal knowledge base and resources
  • My Team: Manage team members and collaborations

[Screenshot placeholder: Expert dashboard with bid pool and projects]

Customer Role

Self-service and support capabilities:

  • Projects: View project status and details
  • Finances: View quotes, invoices, and payment history
  • Create Request: Submit new project requests
  • Help centre: Access support resources

[Screenshot placeholder: Customer dashboard with project requests]

Vendor Role

Vendor management and procurement capabilities:

  • Dashboard: Overview of CSAT metrics, customer performance, and regional statistics
  • Leads: View, create, and manage leads
  • Create Lead: Multi-step lead creation form
  • Customers: Manage customer relationships and invitations
  • Team View: Manage team members and territories
  • Help centre: Access support resources

Vendor Dashboard

Demo Data Management

Populating Demo Leads

Admins can fill the current tenant with a fresh batch of demo leads spread across every stage of the service journey, so the platform renders fully populated for demos and visualisation.

Via Admin Demo Data

  1. Log in as an admin user
  2. Navigate to Configure > Demo data (/admin/demo-data)
  3. Click Populate demo data and confirm

This generates multiple leads in each lead status (pending, backlog, quotation_process, awaiting_confirmation, work_in_progress, delivered, survey_sent, completed, and qualified_out), along with the supporting records each stage implies — demo customers, experts and a manager, proposals, quotes, milestones, invoices, activity, status history, and lead-expert matches. Generated leads get real sequential requestIds via the tenant counter, and reuse the tenant’s existing reference data (service, industry, product, skills) where present.

The action targets the current tenant and appends a fresh batch on each run — it does not clear or de-duplicate existing data, and raises no notifications, emails, or external side effects. It is a visualisation aid, not a production data path; to reset a tenant, use snapshot restore below.

Reloading Demo Data

The demo environment can be reset to its default state, clearing all user-generated data while preserving system configurations.

Via Admin Settings

  1. Log in as an admin user
  2. Navigate to Settings > Database Snapshots
  3. Select a previously created snapshot
  4. Click Restore Snapshot
  5. Confirm the action

Restore Snapshot

What Gets Reset

When demo data is reloaded, the following data is reset:

  • Leads
  • Chats
  • Proposals
  • Quotes
  • Invoices
  • CSAT records
  • Activities
  • Audit logs
  • Experience records
  • Skill matrix entries
  • Milestones
  • Categories
  • Skills
  • Products
  • Locations
  • Settings

What Gets Preserved

The following data is preserved during reload:

  • Workflows: System workflow definitions
  • Status: Status definitions and configurations
  • Notifications: Notification preferences and settings
  • Tenant Settings: Tenant-level configuration (including Xero integration)
  • Users: User data

Snapshot Management

Demo tenants have access to snapshot management features:

Creating Snapshots

  1. Navigate to Settings > Database Snapshots
  2. Enter an optional snapshot name
  3. Click Create Snapshot
  4. Wait for the snapshot to be created

Create Snapshot

Restoring Snapshots

  1. Navigate to Settings > Database Snapshots
  2. Select a snapshot from the list
  3. Click Restore Snapshot
  4. Confirm the restoration

Restore Snapshot

Technical Details

Demo Tenant Identification

Demo tenants are identified by the isDemo: true flag in the Tenant model (packages/services/src/db/models/):

TenantSchema.statics.findDemoTenant = async function () {
  return await this.findOne({ isDemo: true, isDeleted: { $ne: true } });
};

Next Steps

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