Channel Partner Users have the ability to create nicknames for the instances that they oversee. These nicknames can be viewed from the Multi-Instance Switching menu and the Multi-Instance Switching page, which is where these nicknames can also be managed.


Important Note: This feature is only available to Channel Partner Users who utilize multi-instance switching.



Security


Users with the following Security Roles will be able to access the Multi-Instance Switching page and update its instance nicknames:

  • Full Access (Primary)
  • User Setup (Secondary)



All other Users will be able to access this screen to view instance nicknames but will not be able to update these names.



Navigation



Users can create and manage instance nicknames from the Multi-Instance Switching page. To navigate to this screen, hover over the Multi-Instance Switching menu and click 'My Instances'.



Update Instance Nicknames



When the Multi-Instance Switching page opens, an 'Instance Nickname' column will be listed where Users can update the display name of the instance in the Multi-Instance Switching menu. This can make it easier for Users to identify the companies rather than by their R365 domain. Updates made are automatically saved.


Users also have the ability to search the Multi-Instance Switching page by its instance nickname or R365 domain.