Edit an instance—Consoles

You can change the description and Accountant's footer of an instance. If the instance does not have a template applied, you can set up the instance from a template.

To edit assignments for an instance, go to Assign users to an instance. For more information, go to Field descriptions: Edit an instance—Consoles.

Subscription

Administration

Regional availability

All regions

User type

Business users with admin privileges

Permissions

Administration

Instances: List, Edit

  1. Go to My practice or Console > Instances.

  2. Find the instance and select Edit.

  3. Make the necessary changes.

  4. Select Save.

  1. Go to My practice or Console > Instances.

  2. Find the instance that you want to edit.

  3. Select Edit at the end of the row.

  4. Make your changes.

  5. Select Save.