How to Create Sandbox?

Create a Sandbox

Admins can create a sandbox portal from Zoho Projects portal to test and deploy configurations.

Feature Availability: Latest user-based Enterprise plan (including bundles)

To create a Sandbox,

Click in the upper-right corner of the top navigation bar.
Navigate to Sandbox and click Create New Sandbox.
Enter a name for the sandbox and add a description for the sandbox if needed.
Access URL will be automatically populated based on the sandbox name. You can modify it if needed.
Select the users to be added to the Sandbox portal. Once added, an email invitation will be sent to the users, along with the sandbox URL for easy access.

Portal Owners and Admins are added to the Sandbox portal by default.

Click Create.
Wait a few minutes for your Sandbox portal to be created. Once the portal is ready, click Go to Sandbox on the prompted screen.

You will be redirected to the Sandbox portal, which resembles your production portal.

You can differentiate the production and Sandbox portals by the Sandbox tag in the top navigation bar of the Sandbox portal.

The newly created Sandbox portal will contain only the supported configuration data in Settings.

Add Developers to Sandbox

Developers in the Sandbox are users who are granted access only to the Sandbox portal and not the production portal. This allows you to add testers securely and developers to test, validate, and fine-tune changes without compromising the production portal.

Only Portal Owners and Admins can add developers to the Sandbox portal.
A maximum of 10 developers can be added to a single Sandbox portal.

To Add Developers,

Click in the upper-right corner of the top navigation bar.
Navigate to Sandbox.
Click the drop-down right next to the Create New Sandbox, click Add Developers.
Alternatively, in the Sandbox List tab, click under Developers for the respective sandbox.
Enter the developer’s email address, and choose their Role and Profile.

They can be added with any role or profile except client.

Click Done.

Alternatively,

From the Sandbox List tab, click the sandbox name to open the Sandbox portal.
Navigate to the Sandbox Developers tab and click Add Developer.
Enter the developer’s email address, and choose their Role and Profile.
Click Done.

The developer will receive an email invitation with the Sandbox URL for easy access to the portal.

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