How to Create Sandbox | Online Help | Zoho Projects

How to Create Sandbox?

Create a Sandbox

Admins can create a sandbox portal from Zoho Projects portal to test and deploy configurations.
InfoFeature Availability: Latest user-based Enterprise plan (including bundles)
To create a Sandbox,
  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Sandbox and click Create New Sandbox.
  3. Enter a name for the sandbox and add a description for the sandbox if needed.
  4. Access URL will be automatically populated based on the sandbox name. You can modify it if needed.
  5. 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.
  6. NotesPortal Owners and Admins are added to the Sandbox portal by default.
  7. Click Create.
  8. 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.
Notes
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.
Notes
  1. Only Portal Owners and Admins can add developers to the Sandbox portal.
  2. A maximum of 10 developers can be added to a single Sandbox portal.
To Add Developers,
  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Sandbox.
  3. Click the drop-down right next to the Create New Sandbox, click Add Developers.
  4. Alternatively, in the Sandbox List tab, click  under Developers for the respective sandbox.
  5. Enter the developer’s email address, and choose their Role and Profile.
    1. They can be added with any role or profile except client.
  6. Click Done.

Alternatively,
  1. From the Sandbox List tab, click the sandbox name to open the Sandbox portal.
  2. Navigate to the Sandbox Developers tab and click Add Developer.
  3. Enter the developer’s email address, and choose their Role and Profile.
  4. Click Done.
The developer will receive an email invitation with the Sandbox URL for easy access to the portal.


More Reads

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Manage Sandbox

                                                                                                                              Provide Access to Users You can grant access to users from the portal user list after the Sandbox has been created. Go to the production portal. Click in the upper-right corner. Navigate to Sandbox. From the Sandbox List, click the Sandbox name to ...
                                                                                                                            • Sandbox - Intro

                                                                                                                              Sandbox in Zoho Projects is a secure testing environment designed for users to test configurations, customizations, and changes without impacting live production data. Feature Availability: Latest user-based Enterprise plan (including bundles) Why is ...
                                                                                                                            • Data Deployment from Sandbox

                                                                                                                              The Sandbox environment supports extensive testing and validation across various configurations and modules. Users can experiment with roles, profiles, custom fields (across all modules), layouts, layout rules, web tabs, webhooks, email templates, ...
                                                                                                                            • Create Files

                                                                                                                              Create Documents Select Projects from the left navigation panel. Navigate to your project and select Documents from the top band. Click New in the upper-right corner. Hover over Zoho Writer and choose Blank Document to create without a template, or ...
                                                                                                                            • Create Forums

                                                                                                                              A forum is ideal for teams to communicate outside the office, especially when dealing with long distances or many people. Using an online interactive forum, team members can create and participate in discussions, share important ideas, and store ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources