Skip to main content

How to Access Test and Demo Accounts in Teamflect

Learn how to 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.

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 😄)

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

Part 1: Set Up the Dummy Accounts in Microsoft 365

  1. Sign in to admin.microsoft.com as a Global Admin or User Admin.

  2. Go to Users → Active users → Add a user.

  3. Enter a name and username for the account (e.g., [email protected]).

  4. Under Product licenses, assign a license to the account. (See the cost note below - this step determines whether the account can actually sign in and be used.)

  5. Set an initial password (or let Microsoft auto-generate one), then finish creating the user.

  6. Repeat for each dummy account you need. For testing manager–direct report relationships, we recommend creating at least two accounts - one to act as the manager and one as the direct report.

A note on cost

Creating a user object in Microsoft 365 is free on its own. However, for the account to sign in and use Teams or Outlook, it needs a license assigned, but you can actually use Teamflect on the web (https://app.teamflect.com/), so you do not need any Teams or Outlook accounts assigned to your dummy accounts to use Teamflect.

Part 2: Add the Accounts to Teamflect

  1. Add the dummy users to Teamflect.

  2. Assign the appropriate roles and reporting relationships.

  3. 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].

Related Articles
Did this answer your question?