Test the full journey
Use your pilot welcome link, or sign in with your existing pilot/admin account.
ADMIN · PERSISTENT TEST WORKFLOW
Onboarding pilot
Create a test invitation, review the business details, then approve and countersign the frozen package.
Invite a tester
Share privately. No invitation email is sent. Use a new email, not an existing live partner account.
What your tester can do
Open the admin and tester checklist →
Set a password → submit fictional business details → view presentation → review approved terms → sign for testing → wait for countersignature → use a private fictional customer register.
Completed PDFs are retained in the database. Google Drive archiving is shown separately and stays pending until server credentials are connected.
| Tester | Role | Stage | Archive | Review |
|---|
NONBINDING ONBOARDING REHEARSAL
Your onboarding
1. Your test business details
Use a fictional business. Your account email is used for authentication; do not enter passwords or identity documents into these fields.
Details submitted
Your administrator will confirm the test role, states and commercial placeholders before you sign. Use Refresh status when they have reviewed it.
2. Admin review and Schedule A
3. Review the exact test package
4. Admin test countersignature
5. Completed record and archive
A completed PDF is durably retained before download. Pending Drive status is not reported as successful archiving. Test records are not covered by the seven-day ZIP cleanup.
6. Your private test customer register
Fictional records only. This data is separate from the sales register and visible only to you and administrators.