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Student Training Site

               A Unanet CRM training system has been specifically created to support this course. The
               system is configured around a fictional CRM company named Publisher Course Demo
               Firm. The activities, and accompanying simulations, reference the Demo Firm, its
               related internal and external organizations, and business processes.




               Roles & Access

               Unanet is a role-based system that provides security and access based on the roles
               assigned to the user by the System Administrator. It is helpful to be familiar with
               Unanet’s roles and the access that comes with each unique role. Users may need to be
               assigned various roles to perform various job functions.


               During this course, we instruct students to log in to Unanet utilizing specific user
               personas containing the appropriate roles to access and complete the required
               activities.

               Please note that the password is case-sensitive; the username is not.

                 User ID                Password               Firm ID                 Firm Name
                                                                                       Publisher Course
                 admin                  Cosential!             2321
                                                                                       Demo Firm





                         You can easily adapt the activities in this course for use in your Unanet CRM
                         system. When necessary, substitute your information/selections for the
                         information provided in the activities.




               Course Assets
               Use this link to access the course assets needed to complete the course activities.
               Note: You cannot complete the activities as written without these assets.





















               COURSE INTRODUCTION                                                ©2023 Unanet. All rights reserved.   8
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