Demo Link Management

Demo Links provide time-limited access tokens that allow prospects and potential customers to experience the Levy Fleets dashboard without creating a permanent account. This feature is essential for sales demonstrations, product evaluations, and partnership discussions.

Accessing Demo Links

Navigate to Dashboard > Demo Links from the main navigation.

Requirements:

User role must be super_admin
Feature not visible to other roles (including global_admin)

Access Restriction

Demo Links management is exclusively available to Super Admin users. If you don't see this option in your navigation, contact your system administrator to verify your role permissions.

Overview

What Are Demo Links?

Demo links are:

Temporary: Expire after a configured period (1-30 days)
Secure: Use 64-character cryptographically random tokens
Trackable: Record first access IP and timestamp
Revocable: Can be immediately invalidated
Isolated: Access only demo subaccount data

Use Cases

Sales Demos: Show prospects the dashboard capabilities
Partner Evaluations: Let potential partners explore the system
Conference Demos: Provide attendees with temporary access
Customer Trials: Limited-time product trials
Training: Onboard new team members

Creating Demo Links

Step-by-Step

Navigate to Demo Links

Go to Dashboard > Demo Links in the sidebar navigation.

Click Generate Link

Click the "Generate Link" button to open the creation modal.

Configure Expiration

Select the duration from the dropdown:

1 Day (24 hours)
3 Days (72 hours)
7 Days (1 week) - Default
14 Days (2 weeks)
30 Days (1 month)

Add a Note (Optional)

Enter a description to help track who the link is for (e.g., "John Smith - Acme Corp demo").

Generate and Copy

Click "Generate" and copy the URL to share with your prospect.

Expiration Options

Option	Duration	Typical Use
1 Day	24 hours	Quick demos
3 Days	72 hours	Short evaluations
7 Days	1 week	Default - Standard demos
14 Days	2 weeks	Extended evaluations
30 Days	1 month	Trials, onboarding

Generated URL Format

https://fleets.levyelectric.com/demo?token=<64-character-hex-token>

The token is a cryptographically secure random string that cannot be guessed.

Best Practice

Always add a descriptive note when creating demo links. This makes it easy to track which prospect received which link and helps with follow-up.

Managing Demo Links

Demo Links Table

The management interface displays a table with all generated links:

Column	Description
Status	Current link status (see below)
Note	Description you provided
Created	When the link was generated
Expires	Expiration date/time
First Used	When someone first accessed the link
Actions	Copy link, Revoke link

Link Statuses

Status	Badge	Description
Active	Green	Ready to use, not accessed yet
Used	Blue	Has been accessed at least once
Expired	Gray	Expiration date has passed
Revoked	Red	Manually invalidated by admin

Actions

Copy Link: Click to copy the full demo URL to clipboard

Revoke: Click to immediately invalidate the link

Revoked links cannot be used
Revocation is immediate and irreversible
Anyone currently using the link will be logged out

How Demo Links Work

User Journey

Prospect receives link: Via email, chat, or in-person
Clicks the link: Browser navigates to /demo?token=...
Token validated: System checks token exists, not expired, not revoked
Auto-login: Demo user account logged in automatically
Dashboard access: Prospect can explore the demo subaccount
Session tracked: IP address and timestamp logged
Access until expiry: Can continue using until token expires

Demo User Account

When using a demo link, the prospect is logged in as:

Email: demo@levyelectric.com
Role: admin (restricted to demo subaccount)
Subaccount: Demo subaccount only

This ensures:

Complete data isolation
No access to real customer data
Full feature exploration capability
Cannot modify production settings

Data Isolation

Demo users only see:

Demo subaccount's vehicles
Demo subaccount's customers
Demo subaccount's rides
Demo subaccount's analytics

Production data from other subaccounts is completely hidden.

Token Validation

On Every Request

The middleware validates demo sessions:

Check for demo token cookie
Verify token exists in database
Check token not revoked
Check token not expired
If invalid: Redirect to expired page

Expired Page

When a demo link expires or is revoked:

User redirected to /demo-expired
Message explains time-limited access
Options:
- Contact Sales (email link)
- Return to homepage
- Sign in (for existing customers)

Tracking and Analytics

What's Tracked

For each demo link:

Data	Description
`created_at`	When link was generated
`created_by`	Admin who created it
`expires_at`	When link will expire
`used_at`	When first accessed (null if never)
`used_by_ip`	IP address of first accessor
`note`	Admin's description
`revoked`	Whether manually revoked

Not Currently Tracked

The following metrics are not tracked at this time:

Pages visited during demo
Features used
Session duration
Repeat visits
Conversion to customer

These would require additional analytics implementation.

Security Considerations

Token Security

64-character hex tokens: 256 bits of randomness
Cryptographically generated: Using secure random functions
Single-use tracking: IP logged on first access
No predictable patterns: Cannot guess other tokens

Access Control

Only super_admin can manage links
Demo users have admin role but limited to demo data
Production data completely isolated
No write access to critical system settings

Revocation

Immediate effect upon revocation
All active sessions using that token are invalidated
Revoked tokens cannot be restored
Audit trail preserved (token not deleted)

Best Practices

Creating Links

Use descriptive notes: Include prospect name/company
Match duration to purpose: Don't over-extend access
Create fresh links: Don't reuse old links
Track distribution: Know who received which link

Managing Links

Review regularly: Check for unused links
Revoke when complete: Don't leave active links indefinitely
Monitor usage: Check if links are being accessed
Follow up: Contact prospects who've used links

Security

Don't post publicly: Links should be shared directly
Use appropriate durations: Shorter is safer
Revoke after demo: Clean up completed demos
Monitor for abuse: Watch for unusual access patterns

Internationalization

Demo Links interface supports multiple languages:

English
Spanish
French

All UI text uses translation keys for localization.

Translation Keys

Key translations under demoLinks.*:

demoLinks.title - "Demo Access Links"
demoLinks.subtitle - "Generate and manage temporary demo access links"
demoLinks.generateLink - "Generate Link"
demoLinks.expiresIn - "Expires In"
demoLinks.noPermission - Permission error message

Integration with Sales Process

Recommended Workflow

Qualify Prospect

Determine if a demo is appropriate for this prospect.

Generate Link

Create a demo link with a prospect-specific note.

Send via Email

Share the link along with brief instructions.

Schedule Call

Set up a demo walkthrough with a sales representative.

Follow Up

Contact the prospect after the demo period.

Revoke Link

Clean up after conversion or decline.

Email Template

Subject: Your Levy Fleets Dashboard Demo Access

Hi [Name],

You've been granted temporary access to the Levy Fleets dashboard.
Use the link below to explore our fleet management platform:

[Demo Link]

This link will expire on [Date]. Feel free to explore all features
and reach out with any questions.

To schedule a walkthrough: [Calendar Link]

Best regards,
[Sales Rep Name]

Troubleshooting

Link Not Working

Possible Causes:

Link was revoked
Link has expired
Token was copy/pasted incorrectly
Network/browser issues

Solutions:

Check link status in management interface
Generate a new link if expired
Verify complete URL was copied
Try different browser

Link was revoked
Server time mismatch
Database sync issue

Solutions:

Verify link status in database
Check server time configuration
Regenerate the link

What's Next?

Super Admin Features - Learn about all Super Admin capabilities
Dashboard Overview - Understand what prospects will see
Quick Start Guide - Help prospects get oriented

Ready to Demo

Demo links are a powerful tool for converting prospects into customers. Use them strategically, track engagement, and follow up promptly to maximize their effectiveness.