The test environment

Each company can have a test environment: a separate company with the same set-up and none of the business.

What is copied

Products and rates, reference lists, custom fields and forms, document classes, decision tables, workflows, calendars, service levels, straight-through rules, approval chains, roles and other set-up. Customers, policies, claims and money are not copied.

Using it

The main account opens Integrations > Test environment:

• Create the test environment makes it. Your sign-in works there with the same password.
• Go to the test environment and Back to live switch between the two in one click. A yellow band shows on every screen while you are in the test environment.
• Start it again from live deletes it and copies the live set-up again.

What it is for

Try a new product, rate table, workflow or approval chain before changing live; give partners test API keys (ik_test_...), which only work here; and train new staff on realistic screens.