Getting started

Sample data

See what sample data your workspace starts with, how to dismiss the banner, and how to clear the samples permanently.

A new workspace can come with sample data so you can explore Re:InvestorHub before you add your own. It includes a sample property, a sample deal, a sample project, tasks, and prospects. When you are ready to start fresh, an Admin clears it.

Know when you have it

When your workspace has sample data, a blue banner across the top of the page reads “You’re exploring with sample data.” with a Clear sample data link if you are an Admin. Everyone else sees “An admin can clear it.” and no button. Settings also has a Sample Data card, which appears only while samples exist and shows its clear button to Admins only.

Select the ✕ at the right end of the banner to hide the banner. This does not remove anything. The Sample Data card in Settings stays available.

Clear the sample data

Only an Admin can clear sample data. If you are not an Admin, ask one to do it.

Choose where to start

Select Clear sample data in the banner, which opens the confirmation dialog. Or open Settings and find the Sample Data card.

Open the confirmation

If you started in Settings, select Clear Sample Data in the card. A Clear Sample Data? dialog opens.

Confirm

Select Clear Sample Data in the dialog. Select Keep Exploring to cancel.

What stays

Clearing removes only the samples. Anything you created yourself is not affected, including properties, deals and projects you added while the samples were there.