Using the Beamery Extension across Sandbox and Production Instances of Beamery

During the implementation of Beamery, in addition to your production, or main, Beamery environment, you may have access to a sandbox instance in order to try out functionality and workflows in an environment that is safe for testing. 

The Beamery Extension can be used on both sandbox and production environments.  This article will help you to use the Beamery Extension on both of these environments. 

For an overview of the Beamery Extension, check out this article. 

Table of Contents

Installing the Extension
Best Practices when Using the Beamery Extension
Using the Extension on the Sandbox Environment
Using the Extension on the Production Environment
How to Switch Environments When Using the Extension

Installing the Extension

To use the Extension on sandbox and production environments, as of a change in December 2020, you now need to install just one Beamery Extension, which can be used on both environments. As you use the Extension, you will see that it will have the same behavior and functionality across environments.

To install the Extension, head to this link and click Add to Chrome. Then, click Add Extension in the pop-up that appears. 

Best Practices when Using the Beamery Extension

When using the Beamery Extension, there are a number of best practices you can follow to ensure that you have an optimal Extension experience: 

• Only use the Extension in 1 tab at a time. Running the extension in two different tabs simultaneously can cause issues. 
• If you are sourcing on LinkedIn, limit the number of LinkedIn tabs that are open to a minimum, ideally having just one LinkedIn tab open. 
• After loading the extension or changing environments, refresh the page where you are using the Extension.

Using the Extension on the Sandbox Environment

1. To use the Beamery Extension on your sandbox environment, open a new tab and log in to your Sandbox. 
2. Once you have logged in to your sandbox, open a second new tab and head to your preferred sourcing site. 
3. Click on the Beamery icon in your taskbar to open the Extension.
   
4. From the Extension, check for a banner confirming the Beamery sandbox environment, as seen below:
   
5. Use the Extension as you normally would. It will work with your sandbox environment just the way it would work in your production environment. For more guidance on how to use the Extension, check out this article. 

Using the Extension on the Production Environment

1. To use the Beamery Extension on your production environment, open a new tab and log in to Beamery. 
2. Once you have logged in to your production environment, open a second new tab and head to your preferred sourcing site. 
3. Click on the Beamery icon in your taskbar to open the Extension.
   
4. In the Extension, ensure that you do not see the banner indicating that you are using the sandbox environment. See below for a visual comparison of the Extension when using sandbox and production environments:

   The Extension on Sandbox	The Extension on Production

5. Use the Extension as you normally would. It will be connected to your production Environment. For more guidance on how to use the Extension, check out this article. 

How to Switch Environments While Using the Beamery Extension

If you are using the Extension on the sandbox environment and would like to move to using it on the Production environment (or vice versa), follow these steps to switch environments: 

1. When you’re ready to switch environments, log out of the Beamery instance that you’re currently logged into using the log out button at the bottom right of Beamery:
   
2. Once you have logged out of Beamery, close that tab. 
3. Next, close the tab in which you have been using the Extension. 
4. Once you have closed both tabs, open a new tab and log into the Beamery environment you would like to start using with the Extension. 
5. Once you have logged into Beamery, open a new tab and navigate to your preferred sourcing site, and open the Extension. 
6. Check that you see the version of the Extension that you would expect i.e. If you are logged into the sandbox environment, you can see the sandbox banner on the Extension, or if you are logged into a production environment, you do not see the Sandbox banner on the Extension.

In Summary…

The Beamery Extension can be used on both sandbox and production environments, which is especially useful during the implementation of Beamery, when you may be testing workflows or functionality using a sandbox instance.

Additional Resources

An Overview of the Beamery Chrome Extension 
How to Add Candidates to Beamery from their Social Media Profile