Multi-instance switching allows a user to move between multiple instances without logging in to each instance individually. When multi-instance switching is enabled, the user signs in once and can navigate between all eligible instances that they have access to.
Multi-instance switching is available for eligible users when instances are connected through a brand or partner relationship.
The multi-instance switcher in the system header provides navigation between instances and access to instance favorites and instance nicknames.
Multi-instance switching is only available for brand-managed instances and partner-managed instances.
Multi-Instance Switching Setup
Multi-Instance Users
A user is eligible for multi-instance switching when specific conditions are met across the instances they access.
The user must have a user record in more than one instance that is connected through the same brand or partner.
The user’s username or email address must be consistent across all associated user records, depending on the instance management model.
Learn more about username and email requirements for multi-instance users.
Instance Nicknames
An instance nickname is an alternate display name for an instance in the multi-instance switcher. By default, each instance listed in the multi-instance switcher is displayed using its URL name. This is the portion of the URL that appears before ‘.restaurant365.com’.
Instance nicknames can be viewed and edited on the Instances screen. Changes made to an instance nickname are reflected in the multi-instance switcher for all users with access to the instance.
Learn more about instance nicknames.
Multi-Instance Switching Navigation and Screens
System Header Multi-Instance Switcher
The multi-instance switcher is a dropdown menu in the system header that provides navigation to other accessible instances.
From this dropdown menu, users can:
Navigate to a favorite or recent instance
Open the Instances screen, where users can:
Navigate to any instance they have access to
Instances Screen
The Instances screen lists all instances a user has access to.
From this page, users can:
Navigate to any instance they have access to
