Managing Instances

Switching between Connect instances

You can switch between the Connect instances configured for your organization at any time.

1. Open CxPortal.
2. Click Switch Instance to open the selection window.
3. Select the instance you want to work with. The list is sorted alphabetically by instance name.
4. Click Select Instance, then click Save Changes.
5. When the window closes, you are working in the newly selected instance.

Cancel and Save Changes stay visible at the bottom of the window while the instance list scrolls, so you don't need to scroll back to confirm your choice.

Save Changes is unavailable until you select an instance other than the one you are already working in. The instance you are working in is labeled Current Instance.

To return to a previous instance, repeat these steps.

If an Instance Can't Be Found

• If a link or bookmark points to an instance that no longer exists or that you can't access, CxPortal opens the CxPortal home page and automatically opens the Change instance window, with a message explaining the problem — for example, that the named instance couldn't be found. This may be because the instance name is misspelled, the instance was deleted or deactivated, or you don't have permission to access it.

• Select a different instance from the window to continue, or contact your administrator if you believe this is an error.