ServiceTrade provides all customers with both a Production Account and a Demo Account.
- The Production Account is where you perform your day-to-day work for your customers and should only be used for that purpose.
- Testing and training in this account can create bad and duplicative data, affecting your workflows and reporting.
- The Demo Account is where you can train, test, and experiment.
- The Demo Account has unique credentials.
- We recommend using your demo account when taking your ServiceTrade Certifications.
- We also recommend you use your demo account to test Importing Data before you import into your Production Account.
- If you want to try new workflows or features, we recommend trying them out first in your demo account.
- Demo Accounts are identified by the "Demo" underneath the ServiceTrade Logo on the Navigation Bar.
How Do I Find My Demo Account Credentials?
If you are currently Onboarding with ServiceTrade, you will have been given your Demo Login credential via the Journey Dashboard.
- Login into the Journey Dashboard.
- If you don't have your Journey Dashboard login, please contact your ServiceTrade Project Manager.
- On the main Dashboard, under either Current or Completed Tasks, you should see a task called "Access your DEMO Account"
- Your Username and Password will be listed on the task.
- If you click the Box with the Arrow on the top right, this will take you to app.servicetrade.com
- Enter your Username and Password and login.
- Verify that this is a Demo Account.
- Demo Accounts are identified by the "Demo" underneath the ServiceTrade Logo on the Navigation Bar.
- Demo Accounts are identified by the "Demo" underneath the ServiceTrade Logo on the Navigation Bar.
If you are not Onboarding with ServiceTrade, contact Customer Support.
If you are not a System Admin at your Company, contact your System Admin and see if they have Demo Login Credentials for you.
If you are a System Admin and cannot remember your login credentials, please contact ServiceTrade Customer Support. After verification, they can send you a Forgot Username email.
Comments
0 comments
Please sign in to leave a comment.