What are the limitations of the Demo/Preview mode?
Explains what the "Demo" label means and what actions are restricted in the preview.
A: The "Demo/Preview" mode, accessed via "Platform" -> "Preview" -> "Open Personal Organization" in your admin panel, is designed for you (the platform owner) to see and test your platform as an end-user would. Here's what to keep in mind:
- Inviting Members: You will notice a message stating "Demo organizations cannot invite members." This means you, while using this specific demo environment, cannot test the invitation functionality.
- Customer Functionality: This limitation only applies to the demo view. Your actual paying customers, when logged into their own organization on your live platform, will be able to invite new members (up to their seat limit), assuming they have the appropriate permissions (like an admin role within their organization).
- Getting Customers: Even while your main account is in its trial phase or you're using the demo, you can still acquire real customers by sharing your live Checkout Link (found in "Platform" -> "Checkout Link"), provided your Stripe account is connected in the "Finance" section. Customers signing up via this link get access to the live platform, not the restricted demo view.
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