There are two websites. Staff and customers never share a login or a menu.
| Portal | Who | Sign-in |
|---|---|---|
| Staff Portal | Sales, manager, admin, marketing, service | http://162.215.217.250/~aosware/Staff-Portal/login |
| Customer Portal | The company you sell to | http://162.215.217.250/~aosware/customer-portal/login |
Password for every demo user (staff and customers): Welcome1!
Each staff person belongs to one company only. Home opens after sign-in. There is no company picker.
These logins are for the demo data only. Change them before any real company uses the system.
| Role | Name | Password | |
|---|---|---|---|
| Salesperson | Jane Doe | jane.rep@aosware.local | Welcome1! |
| Salesperson (West) | Priya Patel | priya.patel@aosware.local | Welcome1! |
| Salesperson (Central) | Marcus Webb | marcus.webb@aosware.local | Welcome1! |
| Manager (+ salesperson) | John Smith | john.manager@aosware.local | Welcome1! |
| Admin | Alex Admin | admin@aosware.local | Welcome1! |
| Service person | Sam Lee | sam.service@aosware.local | Welcome1! |
| Marketing person | Maya Chen | maya.chen@aosware.local | Welcome1! |
| Inactive (Users page) | Owen Blake | owen.blake@aosware.local | Cannot sign in until activated |
Sign-in: http://162.215.217.250/~aosware/customer-portal/login
A staff email will not open this site. A customer email will not open the Staff Portal.
Each customer sees only their company — never other customers, staff deals, or internal notes.
| Customer | Name | Password | Company they see | |
|---|---|---|---|---|
| Buyer | Mike Johnson | mike@abcoffice.example | Welcome1! | ABC Office Supplies |
| Buyer | Lisa Anderson | lisa@techsolutions.example | Welcome1! | Tech Solutions Inc. |
| Buyer | Chris Ng | buyer@copiercare.example | Welcome1! | CopierCare Downtown |
| Role | Sees in the Staff Portal | Does not see |
|---|---|---|
| Salesperson | Home, Leads, Accounts, Contacts, Opportunities, Tasks, Calendar, Email, Quotes, Orders, Contracts, Invoices, Renewals | Reports, Lead assignment, Approvals, Users, Roles. Cannot send a quote until a manager approves it. |
| Manager | Everything a salesperson sees, plus team Home, Reports, Lead assignment, Approvals | Users, Roles (unless also Admin) |
| Admin | Admin Home, Users, Roles, Setup, Settings (industry, email tools, other systems, Customer Portal on/off and pages, customer logins) | Daily sales menu, unless you also give a sales role |
| Service person | Home, Accounts, Contacts, Tasks, Calendar, Service visits, Service jobs, Equipment | Leads, Opportunities, Quotes, Reports, Users. Customer Portal requests show as jobs. |
| Marketing person | Campaigns, Lists (including real order filters), Templates, Unsubscribes, Campaign reports | Sales pipeline and Users |
| Customer | What you will see | What you can try |
|---|---|---|
Mike Johnsonmike@abcoffice.example |
ABC Office Supplies only: Home, Invoices, Documents, Sign, My orders | Open the furniture invoice and orders. Confirm you cannot see Tech Solutions or CopierCare. |
Lisa Andersonlisa@techsolutions.example |
Tech Solutions Inc. only: invoices, documents, sign, contract / renewal | Open Sign a paper and type her name to sign the software subscription. |
Chris Ngbuyer@copiercare.example |
CopierCare Downtown only: equipment and service request | Open My equipment. Send a Service request — Sam then sees it as a job in the Staff Portal. |
Staff: Open the Staff Portal, enter a staff email, Home opens for that one company, menu matches the role.
Customers: Open the Customer Portal (different website), enter a customer email, Home opens for that customer’s company only. Pages match what the admin turned on.
Demo password for every account: Welcome1!
To rebuild demo users, run Staff-Portal/install.php --force (this resets demo data, including customer logins).