The Penelope Preview database comes pre-populated by Bonterra Software with case and sample data allowing your agency to preview and test existing features that may not have been used by your agency in the past.

Available features include:

Important Information

As new features are introduced these will also be made available in the preview database.

The following functionality will be disabled on the Preview database as a precaution to allow for testing and training use:

To use any of these features on the Preview Database you will need to enter your own credentials/data.

When first logging in as a System Administrator (SA) you will need to set up the Workers that want/need to access the Preview Environment.

Good candidates for this would include:

Key staff with knowledge of business processes who would be able to assess whether you’d use a feature.

Turning a feature on in the Preview Database allows you to explore a new and existing feature so you don’t impact staff training or production data.

To login to the Preview Environment ask your System Administrator for the URL and your username and password. The username and password may not be the same as your usual login credentials.

For security reasons, we recommend that you do not set your password to the same as your Production environment.

The Preview Environment has the same number of licenses as your Production Database (i.e. the number listed in your contract).

Good workflows to test in the Preview Environment include:

For instructions on how to test Engage click here.

For information on testing different ClientConnect features click here or visit the ClientConnect help site.

Further information regarding the Preview Database and other SaaS Sandbox Database options can be found here.