Setting up a Replicon account
However, you may want to use a sandbox account for testing and developing your API applications, for two reasons:
- To protect your production data.
- To use the sample database, if it isn’t installed on your production instance, which can aid in testing.
Replicon Support can set up a sandbox instance for you.
Setting up account licenses and permissions
License and permission limits apply to both the Replicon application and the API.
For example, if a user has permission to edit timesheets as a Billing Manager in the Replicon web app, they’ll also be able to call operations that edit timesheets in custom apps that use their credentials.
To help avoid permission-related errors, we recommend you set up a separate account used solely for developing custom applications. In this account:
- Check that all licenses you require are assigned.
- Enable all roles and permissions for the system. You probably won’t need all of them, but this ensures you’ll have everything you need, while simplifying setup.