Granting Access to Your Sandbox Account

On the Sandbox Accounts page, account administrators can select who can access the sandbox: only users with an administrator role, or all users.

Preference for Access After Sandbox Refresh

A preference is provided on the Sandbox Accounts page to indicate who should have access to a sandbox account after it is refreshed: either administrators only or all users. If the Administrators only option is selected, only the Administrator role is copied to the sandbox. That is, for a user with multiple roles, only the administrator role for that user is copied to the sandbox. For more information, see Refreshing Sandbox Accounts.

Giving Sandbox Access to Individual Users

After a refresh of a sandbox account is complete, access can be added or removed as necessary for individual users in that account.

To give sandbox access to individual users:

In the sandbox account, go to Lists > Employees > Employees (Administrator) and click Edit next to the name of the employee.

Important:
Customer Center and Partner Center roles are never allowed access to sandbox accounts.
On the Access subtab in the employee record, clear the Give Access checkbox.

Note:
Make note of the roles assigned to the user for later.
Click Save.
Edit the same employee record.
On the Access subtab, check the Give Access box again and enter any required information.
Reassign the appropriate roles to the user.
Click Save.
Advise the user to log out of their account and then log back in to access the sandbox account.
- On the My Roles page, the role is labeled Sandbox in the Account Type column.
- In the Change Roles list, the sandbox role is indicated by an SB symbol.

To give sandbox access to all users of your production account, you must go to the Sandbox Accounts page in your production account, select the All Users option for Access After Sandbox Refresh, and click Refresh Sandbox to request a refresh of your sandbox account.

Giving Sandbox Access to Multiple Users

The Administrator can give sandbox access to multiple users using the CSV Import Assistant.

To give multiple users access to the sandbox account using CSV import:

From your sandbox account, create a search for Employee with the following results:
- Internal ID (of the Employee)
- Give Access
Export the search results as a CSV file.
Add the non-administrator employees that you want to have sandbox access to the CSV file.
Update the employee record in sandbox using the CSV Import Assistant.
1. Go to Setup > Import/Export > Import CSV Records.
2. Set the Import Type to Employees.
3. Set the Record Type to Employees.
4. Select the CSV file you want to import, and click Next.
5. Set Data Handling to Update, and click Next.
6. Make sure you map the following fields (your field and the NetSuite field must match), and then click Next:
  - Internal ID
  - Give Access
7. Click Save & Run.
Note:
For more information, see Importing CSV Files with the Import Assistant.

Removing Sandbox Access from Individual Users

Access can also be removed as necessary for individual users in that account.

To remove sandbox access from individual users:

Log in to your sandbox account in an Administrator role.

See Logging in to Your Sandbox Account for more information.
Go to Lists > Employees > Employees and select the employee record on sandbox.
On the Access subtab in the employee record, clear the Give Access box.
Click Save.

The employee to whom you have removed access can no longer log in to your sandbox account.

Note:
To ensure the user will not have access to the sandbox account after the next refresh, make sure these changes are reflected in your production account as well.

Important:

During the upgrade period for a new release of NetSuite, please pay attention to your scheduled upgrade date. Do not request a sandbox refresh when the upgrade date is near. A refresh will fail if it does not complete before your scheduled upgrade begins. See Scheduled Version Upgrade Dates and Refresh Requests.