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Demo accounts: how trial access works in Debitura

Demo accounts let prospective clients and internal testers explore Debitura with sample data, without affecting real cases or reporting. All demo activity is sandboxed and fully isolated from production.

What is a demo account

A demo account is a Debitura account that is marked as non-production. It behaves like a regular account but all data created under it is classified as demo data. This classification keeps demo activity separate from real collection cases across the entire platform.

What is included

Each demo account comes pre-loaded with sample data so users can explore the platform immediately:

  • Contract documents: Sample contract documents are uploaded and ready to view.

  • Demo cases: Approximately 20 demo cases with fictitious debtors and a range of statuses (paid, insolvent, paused, and others) are pre-created.

  • Login credentials: One or more login credentials are provided when the account is set up.

Restrictions

Demo accounts use the same interface as production accounts, but certain features are restricted to keep demo data isolated:

  • External API blocked: API keys and integration settings can be configured in the portal, but the API rejects any case creation attempt from a demo account. For end-to-end API walkthroughs, a live account is required.

  • No real partner assignment: The platform does not create a client-partner relationship for demo cases. Partner assignment is skipped entirely, so demo cases are never formally assigned to a collection partner.

  • Demo classification enforced: Every case created in a demo account is forced to demo classification on the server, regardless of the classification requested. There is no way for a demo account to produce a production-classified case.

  • Reporting exclusion: Platform KPIs, reports, and creditor list views exclude demo data by default, so company metrics reflect only real production activity.

How to get a demo account

There are two ways to start using a demo account:

  • Self-serve onboarding: Go to https://referral.debitura.com/demo to launch a demo session without admin involvement. The flow pre-fills placeholder company and user details, skips the email verification step, and lands in the standard onboarding experience with a persistent demo-mode banner. The resulting account is flagged as a demo account for the lifetime of the session.

  • Admin-provisioned: Debitura creates a demo account on request and shares login credentials once it is ready. Provisioning can take up to 6 minutes while sample contracts and the seeded demo cases are prepared.

For a walkthrough of the self-serve onboarding demo experience, see Referral Partners: Demo mode - try the dashboard and onboarding before signing up.

Data isolation

All data created under a demo account carries a demo classification that is enforced server-side during case validation. This classification keeps demo records isolated from production across the entire platform, including partner assignment, communications, and reporting. No collection activity is triggered for demo cases.

Lifecycle

Demo accounts are automatically deleted after 6 months.

Impact by actor

  • Client (prospect/tester): Gains access to a fully functional interface pre-loaded with sample data. Can explore case management, view lifecycle stages, and test workflows. Cannot use the API or trigger real communications.

  • Debitura: Provisions and manages demo accounts. Demo data is excluded from production reporting and partner assignments, ensuring operational metrics remain accurate.

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