Managing your Sandbox environment

Sandbox overview

Sandbox is a replica of your Clarizen production application installed in a separate environment. It includes all data and configuration that you have in the production environment.

You can use your sandbox for testing new features, installing applications, and training, without compromising the data and stability of your Clarizen production environment.

Sandbox is isolated from your Clarizen production environment, so any operation that you perform in your sandbox does not affect your production environment.

One sandbox per production environment

You can configure one sandbox for each production environment. Clarizen does not support multiple sandbox environments for the same production environment.

Understanding sandbox refresh

During the refresh process, all data and configurations from your production environment are copied to your Sandbox environment. After the refresh is completed, all data and configuration that existed on the sandbox environment are deleted and replaced with the data and configuration from your production environment.

As part of the data refresh process the following changes are done:



All users’ emails are being reset to

This is done to ensure that testing and development work doesn’t trigger emails to your users. You can modify an email address for a specific user account if you wish to be able to receive emails.


Keep in mind that Interact email addresses for the sandbox environment must use the domain name.

Users’ usernames may change

If a duplicate username is detected in another organization, the username of a new user is prepended with a digit (for example, jblake_1).

When it happens, the system administrator is notified by email of the new username. 


Note: SSO configuration on the sandbox is not affected by the refresh.

Requesting a sandbox environment

Once you have purchased a sandbox environment, to have it configured for your organization, contact your Customer Success Manager or Clarizen Support  and provide the name of your organization. The name of your organization is displayed in the top-right corner of the Clarizen application.

It may take up to 4 weeks to have the environment ready.

Accessing your sandbox

You can log in to the sandbox by using the domain name.

Refreshing your Sandbox environment

To refresh your Sandbox environment, you must submit a request to your Customer Success Manager.

Since Clarizen performs a monthly refresh of requested Sandbox environments on last Sunday of each month, it is recommended to submit your request at least a week prior to the end of month, to ensure there is sufficient time to process the request.

Does data refresh happen automatically on a regular basis or do I need to submit a request?

Sandbox refresh does not happen unless you explicitly request it.

Can I request an ad hoc refresh of my Sandbox?

Not at this time. Sandbox refresh only happens on the last Sunday of each month. Stay tuned for more updates.

Do I need to purchase separate licenses for my sandbox environment?

Sandbox is a direct copy of your production environment, so everyone who has an account in the production environment has the same account (with the same license type at the time of data refresh) in the sandbox environment.

Can I create users in the Sandbox who do not exist in the Production environment?

For testing or training purposes, you can create users directly in the Sandbox environment. However, those user accounts will be deleted during the next data refresh.

In addition, when creating new users, to avoid conflict with duplicate accounts between organizations, Clarizen recommends using the user’s email address as the username.

What else do I need to know?

Since the sandbox and the production environments have different domain names, you must update API URLs for external integrations.

Clarizen also recommends using relative URLs for creating custom panels to make sure the URLs work for both environments.



Have more questions? Submit a request


Powered by Zendesk