New oboloo accounts include demo suppliers, contracts, savings, sourcing activities and other records so you can explore a populated platform. Demo records are marked Demo Record, are read-only, and can all be removed in one go from Settings > Company Settings.
Before you start
How to spot a demo record
Area | What it shows |
Tables and lists | A Demo Record badge next to the record's name, for example on the Suppliers, Contracts, Savings Initiatives and eSourcing pages. |
Record page | A banner: This is a demo record. It is read-only. You can remove all demo data under Settings > Company Settings. |
Buttons and menus | Actions that would change the record, such as Edit or Archive, are greyed out. Hover over one to see Demo records cannot be edited. Remove all demo data under Settings > Company Settings. |
Settings > Company Settings | The Demo data card, with a count of each type of demo record under Demo records in this account. |
What you can and can't do with demo records
You can
Open demo records and move between their tabs
View and download their documents
Search, filter, sort and export them alongside your own records
You can't
Edit, archive, approve or reject them, or send them for approval
Add or change contacts, addresses, documents, owners, custom notifications, custom tab values or record access
Link your own records to them. If you try, you'll see Demo records cannot be linked to your own records.
Remove all demo data
Open Company Settings
In the main menu, go to Settings > Company Settings and find the Demo data card.
Check what will be removed
Under Demo records in this account, review the count for each record type, for example Suppliers, Contracts, Savings initiatives and Sourcing activities.
Click Remove all demo data
The Remove all demo data? dialog opens and shows the total number of demo records that will be deleted.
Confirm the removal
Click Remove demo data. When it's finished, the card shows Demo data has been removed from this account. Only your own records remain.
What you can do from here
To… | Do this | Guide |
Add your own suppliers | Supplier Management > Suppliers > Add New Supplier | |
Bring in suppliers in bulk | Settings > Import Data | |
Add your own contracts | Contract Management > Contracts | |
Set up your locations | Settings > Locations |
Common questions
Can I keep some demo records and remove the rest?
No. Demo data is removed all at once with Remove all demo data. Individual demo records can't be deleted or archived.
Will removing demo data delete anything I created?
No. Only records that came with the demo data are deleted. If the removal fails part-way, nothing is removed and your account stays as it was.
Who is Demo User?
Demo records are attributed to Demo User, a hidden account that doesn't appear in your Users list and can't sign in. It's removed along with the demo data.
I can't see the Demo data card
The card only appears to users with edit access to Company Settings, and only while demo data is still in the account. If your account never had demo data, or it has already been removed, the card isn't shown.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.