The Instances screen lists all instances a user has access to. Multi-instance switching is available for brand-managed instances and partner-managed instances. Learn more about multi-instance switching.
From this page, users can:
Navigate to any instance they have access to
Security
All users with access to multi-instance switching can open and view the Instances screen. Learn more about managing multi-instance users.
Only users with the following permission can edit instance nicknames:
Administration → System Setup → Edit Instance Nicknames
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Header Navigation
Select the multi-instance switcher in the system header.
Select Manage instances.
Instances Screen Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Search | Filters for a specific instance name or nickname. |
2 | Recent | The five most recently viewed instances. |
3 | Quick Filters | Filters the instance list:
|
4 | Instance/URL | The URL name of the instance. Click to open the instance. |
5 | Instance Nickname | The nickname for the instance. This will populate the multi-instance switcher menu in the system header for all users. Learn more about instance nicknames. |
6 | Star (Favorite) Button | Indicates if the instance is marked as a favorite.
Click to toggle the favorite setting. |