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Add Test Account with Limited Features for Exploration #1150

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Slacky300 opened this issue Jul 30, 2024 · 0 comments
Open

Add Test Account with Limited Features for Exploration #1150

Slacky300 opened this issue Jul 30, 2024 · 0 comments

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@Slacky300
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Is your feature request related to a problem? Please describe.

I'm always frustrated when potential users need to create an account to explore the app. It can be a barrier to entry and discourages new users who just want to see the functionality before committing to sign up.

Describe the solution you'd like

I would like a test account to be created in the idurar-erp-crm so that users can explore the app without the need to create their own account. This test account will have limited features such as the creation of leads and companies. All other data like:

  • Customers
  • People
  • Offers
  • Invoices
  • Proforma Invoices
  • Payments
  • Products
  • Product Categories
  • Expenses
  • Expense Categories

will be populated with dummy data and set to read-only mode.

Describe alternatives you've considered

  1. Demo Video: Create a detailed demo video showcasing all features, but this lacks the interactivity users might need.
  2. Guided Tour: Implement a guided tour for new users after sign-up, but this still requires account creation.
  3. Temporary Account Creation: Allow users to create temporary accounts that expire after a set time, but this might complicate the user experience and backend management.

Additional context

Adding a test account with limited features will lower the barrier to entry for new users, making it easier for them to explore and understand the app’s capabilities. Below are some specific requirements:

  • The test account can create leads and companies.
  • All other sections will have dummy data which is read-only.
  • Clear indicators that certain data is dummy and cannot be modified.
  • The option to convert a test account to a regular account if the user decides to sign up.

@Slacky300 Slacky300 reopened this Aug 6, 2024
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