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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