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Creating New Environments
When you add the Enterprise Toolkit option, your organisation account is effectively upgraded to what we call a Master account.
The Master account is your top level account that provides the default values and settings for any Environments you create thereafter.
Most customers use the Master account as their “production” or “live” account for common business use, while using Environments for testing and/or departmental specific use cases.
One key function that you gain from a Master account is the ability to create Environment accounts as desired.
These could be for testing or development purposes, and/or to completely separate different departments or business units for each other.
Environment accounts are completely standalone – they each have their own set of Users, Screens, Data Sources, Tasks etc.
These accounts are linked to your Master account, and you are billed according to the total number of users across all your accounts.
Users that exist in your Master account can also be created in your Environment accounts using the same email address.
When you do so, these Master users will count as a single user license, instead of counting as an extra user license per Environment in which they appear.
Note that our user licensing works on a named user basis – so this Master user concession only applies when you have the same individual person registered in multiple Environments under the same email address.
Creating a new Environment:
1, Go to My Account -> Environments
This will take you to the “Environments” page.
2. Click the “Add New” button in the right hand corner.
This will show the “Create Environment” page.
3. Fill out a name and description, then hit the “Create Environment” button.
You should see a message “Organisation xxx was created successfully”.
All done 🙂
Once you have created a new Environment, remember that it is starts out as being empty – it has no screens, data sources, users etc.
You now need to add users, screens etc, which you can do while being logged into the Environment’s context.
Either start from scratch and add users and context as desired, or copy over content from your Master (or other Environment) account using our Repository feature.
For details, see the Repository article found in the same section as this help document.
What is an Environment Context?
When you create a new Environment, the system also switches your operating context into that Environment account.
What this means is that the system will act as if you are logged into that account as an administrator.
Note you are not an actual User in that account, you are essentially an invisible administrator by virtue of your Master account login.
Only users with access level of “Enterprise Admin” in your Master account, gain this context switching facility.
You should also see a little box in the top middle of the page which has the name of your current Environment context.
If you click on this box, you will be taken to the Environments page, where you can switch context to your Master account or other Environments as desired.