Creating or Updating Instances

To create or update an Instance, follow the below process.

Personas

• Super Administrator
• Customer Administrator

To Create a New Instance:

1. Login to the application as a Super Administrator or Customer Administrator.
2. On the Overview page, click Total Instances tile. Alternatively, click Instances.
   
   
   Figure: Instances page
   
   
3. On the Customers page, click +Add Instance. The Add New Instance pop-up page is displayed.
   
   
   Figure: Add New Instance pop-up page
   
   
4. Click +Add. The new Instance is created.

Field Description

The following table describes the fields on the New Customer pop-page:

To Edit:

1. Navigate to the Instances list page.
2. Click  icon. The Edit Instance pop-up page is displayed.
   
   
   Figure: Instances page
   
   
3. Edit the required details and click Update.