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How to Access Test and Demo Accounts in Teamflect

Learn how to access Teamflect demo accounts or create test users in your own Microsoft environment for training, pilots, and realistic product testing.

Written by Sue

Before rolling out Teamflect to your organization, you may want to test its features, validate your configurations, or conduct internal training sessions. At this time, testing is supported within your own Microsoft 365 environment, allowing you to experience Teamflect using your organization's users, permissions, and settings.

This article explains how to set up and use test accounts for a realistic testing experience.

Test in Your Own Microsoft Environment

If you’d like to test Teamflect using your own settings, permissions, and workflows, the recommended approach is to create dummy user accounts in your Microsoft environment.

For example:

(Some customers even name them creatively: think Tinker Bell and Peter Pan 😄)

Why this works well

Once these accounts exist, you can:

  • Add them to Teamflect

  • Assign manager–direct report relationships

  • Use them safely for training sessions, internal workshops, or pilot rollouts

This allows you to run realistic demos without using your own profile or exposing real employee data.

How to set it up

  1. Ask your IT team to create the dummy Microsoft accounts
    (Creating Microsoft email accounts is free, but requires IT support.)

  2. Go to Admin Center → Active Users → Invite/Add Users

  3. Add the dummy users to Teamflect

  4. Assign the appropriate roles and reporting relationships

  5. Log in as those users for testing or training

This setup is especially effective for hands-on enablement and internal dry runs before going live.

If you have any questions or need assistance setting up your test environment, feel free to contact our Support Team at [email protected].

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