Sample data gives a new trial account realistic clients, projects, time entries, expenses, and reports to explore before the organization creates its own records.
Open General settings #
Browse to Admin System Preferences Settings General.
Important: Treat sample data as temporary. Remove it before your team begins entering production data so demo and real records do not become mixed.
Add sample data during setup #
- Sign in as the account owner or a system administrator who can manage account setup.
- Open the setup wizard from Home.
- Select Populate with sample data.
- Wait for MindSalt to finish creating the demo records.
- Select Start exploring.
The sample-data option is intended for new trial accounts. It may disappear after setup is complete or after the account begins using real data.
Explore the sample account #
Use the demo records to review:
- client, project, and task relationships,
- time and expense entry,
- approval workflows when enabled,
- dashboards and reports,
- and the difference between employee and administrator views.
Avoid editing sample records into real company records. Create separate production records after the evaluation is complete.
Remove sample data #
- Open Admin, then Subscription.
- Find the sample-data cleanup option.
- Open the removal preview.
- Review every record type and count shown.
- Confirm removal only when the preview contains MindSalt-created demo data.
- Refresh the application and verify that the demo clients, projects, time, and expenses are gone.
Some trial configurations may also show the same cleanup action in General settings. Use the option available in your account, but review the preview before confirming.
Warning: Sample-data removal is destructive. It is not a general-purpose cleanup tool and should not be used when the preview includes production records or when you are unsure how a record was created.
Continue with real setup #
After removing the sample data:
- Confirm company, timezone, currency, and terminology settings.
- Create employees and assign security roles.
- Create clients, projects, and tasks.
- Configure time, expenses, and approvals as needed.
- Ask a small group of users to test time entry, expenses, and approvals before rollout.