After a refresh of a sandbox account is complete, access can be added or removed as necessary for individual users in that account.
To give sandbox access to individual users:
- In the sandbox account, go to Lists > Employees > Employees (Administrator) and click Edit next to the name of the employee.
2. On the Access subtab in the employee record, clear the Give Access checkbox
- Click Save.
- Edit the same employee record.
- On the Access subtab, check the Give Access box again and enter any required information.
- Reassign the appropriate roles to the user.
- Click Save.
- Advise the user to log out of their account and then log back in to access the sandbox account.
- On the My Roles page, the role is labeled Sandbox in the Account Type column.
- In the Change Roles list, the sandbox role is indicated by an SB symbol.
To give sandbox access to all users of your production account, you must go to the Sandbox Accounts page in your production account, select the All Users option for Access After Sandbox Refresh, and click Refresh Sandbox to request a refresh of your sandbox account.
Important:
- Customer Center roles are not copied during sandbox refreshes. Even if you select the option to give all users access after the refresh, users assigned the Customer Center role are excluded from this access. Because of this limitation, customer login functionality does not work in a sandbox account after a refresh, even if it has been working in the production account. If you want to set up this functionality to work in a sandbox account, you can do a CSV import of customer records into the sandbox account, to set passwords and Give Access to True for customer users.
- Administrators Only: If you select this option, after the refresh you can add access to users as needed.