Company and Administration

Customers can manage sandboxes

Before Release 4, only customers and partners who were setting up sandboxes for the first time could create, refresh, and manage their sandboxes. Now, most customers can create, refresh, and manage their sandboxes. Submit a sandbox refresh case to start the process.

Some very large instances of Sage Intacct might not be eligible for this feature. After you submit a case, you will be informed if this is true for your instance of Intacct.

You can refresh your sandbox up to four times a year for each sandbox license.

How it works

After the sandbox management feature is enabled by our provisioning team, it is easy to manage your sandboxes.

View the Sandboxes page:

  1. Go to Company > Admin tab > and select Sandboxes.

    From the Sandboxes page, you can create, refresh, and manage sandboxes.

Add a sandbox

  1. Go to Company > Admin tab > and select the + sign beside Sandboxes.

  2. Enter a Name for the sandbox.

    The name is automatically appended with "-sandbox".

  3. Enter a Description.

  4. Save your changes.

Refresh a sandbox

  1. Go to Company > Admin tab > and select Sandboxes.

  2. Find the sandbox and select Refresh.

  3. Monitor the State column of your sandbox.

    The sandbox can be used when the State is Ready.

Requirements

Subscription

Company
Regional availability

All regions
Permissions

Sandboxes: List, View, Add, Edit, Delete, Refresh
Prerequisites At least 1 sandbox license