3. Showing the demo and trying self-reporting

Matthew

Matthew

Last updated on Oct 28, 2026

Managers and Billing users control whether the demo appears in the profile list, from Organization Settings → Demo Profile.

The banner shows Visible or Hidden, and the switch is Show demo profile.

Who sees a visible demo

  • Billing users, Managers, and Staff see it in their profile list.
  • Guests see it when it is shared with them in Manage Team.

Open demo profile turns the switch on, if it was off, and opens the demo.

Hiding it

The switch saves as soon as you change it. There is no extra confirmation.

Turning Show demo profile to No clears the demo's activity, medications, schedule, and uploads, then hides it. Sample data is not put back. Tracking items, team access, and the self-reporting login stay.

You need at least one active real profile before the switch will turn off. Until then it stays on, with the note Add an active real profile before hiding the demo.

While it is hidden:

  • People who already have another profile no longer see it in the list.
  • Someone with no other profile still has it, so they always have something to open.
  • It shows for everyone again when the organization has no active real profiles left.

Add a real profile on this page opens the new-profile form.

Try the self-reporting login

Set up demo self-reporting login opens the demo's Self-Reporting tab. The page is headed Try self-reporting as Skyler.

  1. Turn on Enable self reporting panel.
  2. Save a Username and Password. A username is filled in; you can change it. Use lowercase letters, numbers, hyphens, and underscores.
  3. Sign in with those credentials in the BEHCA app, or in a private browser window, so your staff session stays open.

That login opens only this organization's demo profile. A reset keeps the username, password, and self-reporting settings. You can change the password or turn access off on this tab at any time.

Staff who are not managers see a note that a company manager manages this login.

Common questions

  • I hid the demo and the sample activity was gone when I showed it again. — Hiding clears activity. Use Fill with sample data on Demo Profile to put the examples back. See Sample data and resets.
  • A guest cannot find Skyler. — Share the demo with them in Manage Team while Show demo profile is on.
  • Can the self-reporting login see our real profiles? — No. It only opens the demo.

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