All client configuration changes must be made in the Sandbox environment. However, certain types of Admin Tab changes are allowable within the Production environment including adding internal users, editor linking, and assigning roles.
- It is important to note that in the Production environment, if the warning banner is not visible and the form is editable with "Edit" and/or "Save" buttons, it is appropriate to make changes. Users should refer to Appendix A of the Replication Scenario Glossary for a comprehensive list of items that are automatically copied to or from Sandbox.
Those accustomed to configuring items in the Production environment will see messaging throughout the area informing them when changes must be made in Sandbox. Clicking the green “Edit in Sandbox” button will launch the appropriate configuration area within Sandbox in a separate browser window/tab.
To complete an admin tab change in the production environment, follow the below steps.
Step 1: Go to the Admin Tab
Navigate to the Admin tab while in the CyberGrants production environment.
Step 2: Make Change
Authorized Administrators can make changes either in Production or Sandbox for the following items. When updated in Production, changes will be automatically created/updated in the corresponding Sandbox environment.
- Internal Users
- Editor Linking
- Internal User Roles
- Internal User Groups
- Donor/Employee Roles (Employee Giving Administration area)
Step 3: Save Change
Save the changes you have made. The update will be published.
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