Environments
Every tenant has two environments — Sandbox and Production — so a Company can build and test a configuration safely, then promote it when ready.
Sandbox vs Production
| Environment | Purpose |
|---|---|
| Sandbox | Build and test workflows, Trust Factor profiles, documents, and integrations without affecting live traffic. |
| Production | The live environment serving real users. |
Configuration is kept separately per environment — IDV configuration, integration settings, workflows, and credentials all have independent Sandbox and Production values. The dashboard's environment switcher (top bar) selects which one you are viewing and editing; it defaults to Sandbox.
Promoting to Production
Switch to Production is a deliberate, one-shot action, presented with a confirmation that lists its consequences. It is audited. Sandbox remains editable afterwards for continued testing, so promotion does not freeze experimentation.
Point the Capture & Workflow API at Sandbox during development using the environment's own credentials, and switch your backend to Production credentials at go-live — no code changes beyond the credentials.