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Manager Guide

As a Manager, your role is to oversee the day-to-day usage of sandbox environments within your team or department. You will approve or reject sandbox requests, assign the right account templates to users, and track spending and activity for accounts under your supervision.

This guide will help you set up account templates for your users, manage approvals, monitor usage against budgets, and coordinate access so that your team has the resources they need without exceeding agreed limits.

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Home Page

After logging into the Sandbox Studio UI, as a Manager, you will land on your Manager's Home pa...

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Leases

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Events

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Account Templates

Guide to create and update lease templates

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What are account templates?

An Account Template (also referred to as a Lease Template) is the blueprint that defines how a le...

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Account template creation - Overview

To create a new account template: Click on "Account Templates" on the left menu Click on "Add...

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Account template creation - Basic Details

On the Add a new Account Template page, complete the required fields in the Basic Details section...

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Account template creation - Budget

This step defines the budget limits for leases using this template. Define if you want a max...

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Account template creation - Duration

This step defines the maximum duration for leases using this template. Define if you want a ...

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Account template creation - Permissions

Using Permissions, you can configure what the end users can and cannot do in their accounts.  Sa...

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Account template creation - Roles & Access

In this section, you define if leases can be shared, if they require approval, and who can manage...

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Account template creation - Launch Settings

Using launch templates, managers can define what resources need to be set up on new accounts crea...

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Account template creation - Review

Having completed all the steps, the final step is to Review the selected settings and one satisfi...

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Update Account templates

To update an account template, go to "Account Templates" and open the template you want to modify...

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Duplicate Account Templates

To duplicate an account template, go to "Account Templates" and open the template you want to dup...

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Reporting

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Reference : Lease States

Leases states in Sandbox Studio. This table explains the various states the leases can be in at ...