intelligentcontract is able to offer Customers the ability to have access to a Sandbox environment.
The Sandbox environment will be a direct copy of your live account and will allow you to make changes, perform tests, and adjust data without ever touching your true 'Live' data.
This can be useful for Customers that wish to try features they never have before (such as Automation), and can look and see how it reacts to their data without actually changing anything in the live Account.
Access to Sandbox areas are only given to Admin Users.
Sandbox environments can be made available for any Customer, if you are interested in this feature then please contact us at [email protected] and we can provide you with a quotation to add this feature to your subscription.
Sandbox Access
Sandbox environments are accessed via a completely separate URL link to your Live database, rather than accessing from intelligentcontract.com; we will provide you with a separate URL link direct to your Sandbox environment.
You will use your current Username and Password to access, if required, you can then update your Sandbox password to differentiate access.
Sandbox environments cannot be accessed via SSO. Standard, Google and Office 365 are the only available options for Login.
Fig 1 - Sandbox Login options
Once logged in, the Layout and data contained within the account is an exact snapshot of your current account settings and data.
Identification of the Sandbox environment is made by a tag on the top right of the screen so you know you are in the Sandbox environment.
Fig 2- Sandbox Environment
The Sandbox environment will look exactly the same as your current account and will be the latest version from the day the URL is given to you.
Refreshing Sandbox Data
You have the ability to refresh the Sandbox environment at any time, there is an option in the Configuration area in the 'Manage Data' section.
Fig 3 - Refresh Data Option
To refresh the data, just type in, 'Refresh' and click [Submit]
Fig 4 - Refreshing Data
The refresh of the data will take approximately 10 minutes, you will receive this message and during this time no-one will be able to log into the Sandbox environment, if they try, they will also see this message.
Fig 5 - Sandbox Environment Update
Please Note: There is no way to roll back to a previous version of the Sandbox environment. Once refreshed, ALL adjustments to the Sandbox environment you have made are removed and replaced with a fresh copy of the LIVE account.
Any fields, values, data, settings, passwords etc that you have previously altered will go back to your Live account values. Any data you may have created will be removed.
The refreshed data will be a direct copy of the Live data on the day you refresh so it will be the most up to date version.
Differences between Live and Sandbox accounts
There are certain aspects of the Sandbox environment that cannot function the same as the Live environment. These are mainly Configuration settings such as Factory Reset, Delete data, and Billing. These options have been removed from the Sandbox environment.
Emails are not sent out - If you have set up Notifications in the Sandbox, they will 'trigger', but the emails will not be sent out to recipients. They will, however, appear in the Notification History screen as if they have triggered; so you can view what Notification would have been sent out if it was in the Live environment.
Fig 6 - Notification History screen
The Notification History screen will initially display as blank, but as you use the Sandbox environment any notifications that have been triggered will display.
If you refresh the Sandbox environment, all previous Notification History will be deleted.
Note - You cannot refresh your Live environment with your Sandbox environment, if you need to make adjustments to your Live environment then this must be done in the normal way. Once the Live environment is updated, then the next refresh of the Sandbox environment will include those alterations you have made.
If you are interested in having your own Sandbox environment then please contact us at [email protected] and we will be happy to provide you with a quotation to add this new feature to your subscription.