Assign users to an instance—Consoles

Assign users to an instance to allow a user to slide in and access that instance.

1. Go to My practice or Console and select Instances.

2. Find the company and select Edit assignments.

3. In the Select users section, select a user in the Available box.

4. Select the >> arrows to move the user to the Assigned box.

   You can assign a user read-only access to this instance. Select the user in the Assigned box and then select the Read only checkbox.
5. Select Save.

To remove a user from the Assigned box, select the user and select << arrows.

Field descriptions

Field	Description
Instance ID	The ID of the instance that you selected from the Edit assignments link.
Instance name	The name of the selected instance.
Select users: Available Assigned	The Available box displays a list of console users that can be assigned to the instance. The Assigned box displays a list of console users that are assigned to the instance.
Select user groups: Available Assigned	The Available box displays a list of console user groups that can be assigned to the instance. The Assigned box displays a list of console user groups that are assigned to the instance.
Inherited access from user groups: User group Users	Displays a list of users from any assigned user group. All users within the assigned user group have access to the instance.