In Engage, a sandbox environment is a separate instance or space where users can safely test changes, configurations, customizations, or new features without affecting the live or production environment. Sandboxes are essential for various purposes within Engage, including development, testing, training, and staging. See below for instructions to allow users to access a sandbox environment.

Granting Access to the Sandbox Environment

First, verify that the user's role has been assigned to the Engage app in the sandbox environment.

1. Log in to the sandbox environment

2. On the Apps menu, click the three dots on the Salentica Engage app

3. Click MANAGE ROLES

4. Ensure that the user's role is checked. Typically, an administrator role such as System Administrator or System Customizer is assigned to the user

Next, verify the Administration Mode settings on the sandbox environment. You can set an environment to Administration Mode so that only users with the System Administrator or System Customizer security roles will be able to sign into the environment. If other user roles need to log in to the sandbox, you will need to turn this setting off. 

Note: After taking the environment out of administrator mode, flows may not trigger as expected until caches have been cleared; this can take up to 24 hours.

1. As a System Administrator, log in to https://admin.powerplatform.microsoft.com/

2. Click Environments

3. Select Salentica CRM - SBX

4. Click Edit

5. Select the Administration mode toggle to turn off or on. If turned on, only the System Administrator or System Customizer roles can log in. Save.

6. Once these steps have been completed, share the sandbox URL with the user to log in. The sandbox URL can be found under the Environments Details