If you are planning to roll-out SecureSheet by conducting online webinars for your end users, you may want to use demo data for this purpose. In order to do this, you can create a copy of your SecureSheet and import a demo data set to use for training.


Follow these steps after you have tested your SecureSheet set up and are confident that the security filters are working as you would expect. The SecureSheet Suppport team will only troubleshoot and support the set up of the SecureSheet that your end users will use in your live compensation cycle, so it is important that if you choose to make a training SecureSheet, you are at a point where there will be minimal changes to view set up and security.

Set Up a SecureSheet for Training Demos

  1. For Users to use for training demos:
    A. Use Users from your current Users tab in your current Users-Views for training demos. 
    OR
    B. Add Users to your current Users tab for training demos and share them to appropriate views your training demo SecureSheet.
  2. Copy your main SecureSheet to a Demo SecureSheet.
  3. Rename your Copied main SecureSheet.
  4. Move your copied SecureSheet to the Hidden section of your site (accessible only by administrators).
  5. Import the demo data into the Demo SecureSheet.
  6. Impersonate your demo users to be sure it is working as you desire.
  7. When you are ready to demo, move your SecureSheet to the Active section of your site.



NOTE:  If you decide to copy your Users-Views to create a demo-specific Users-Views SecureSheet, update the security filters across all of your end user views to the SecureSheet ID for the new Users tab.