Adding instances

You can add a number of instances to be used by different roles in your organization.

About this task

An instance is a grouping of configurations and options for Self Service applications. For example, an instance might define text translations, form layouts, self-registration options, and other Self Service application options. For each role that is defined, an instance can be selected for that role. For example, a help desk role and a manager role might be assigned different instances to give them access to different Self Service application options. A role can be assigned only one instance, and a single instance can be used by many roles.
You can select an instance to use when you:

Instances can be created whenever you need them, from most of the Self Service configuration and customization tasks. In the following example, an instance is created from Self Service > Content Management.

Procedure

  1. In the navigation pane, click Content Management.
  2. Click Add a new instance.
    Create New Instance window
  3. Enter a name for the instance in the Instance Name field.
  4. Select whether to base the instance on the default instance or another instance.
    • New. The instance is based on the configuration options that are created for the default instance.
    • Copy from existing instance. The instance is based on the configuration options that are created for the selected instance.
  5. Click Add New Instance.