Instance management

This page describes the various operations involved in the management of instances.

Create a new instance

• At the instance level, there are two types of permission that can be granted: instance editor and instance viewer. For details on the types of rights each of these roles has, please read here.

• Before granting access rights to an instance, make sure that the right permissions are set. Only space administrators are allowed to grant access right for an instance.

In order to create a new instance, follow our visual guide:

Creating a new instance

Step-by-step:

1. Navigate to the space where you want to create the instance.

2. Click on the Project Users icon in the Manage section of the right-hand menu panel in the overview screen.

3. Click on Invite on the top right corner of the Project Users menu and click Add new instance in the Invite To field.

4. Select whether you want the instance to start from a snapshot or initialise it empty.

5. Fill out name and details.

6. Invite users if you need to.

Create a shared instance

1. Open a space (course or research project). In the following example, we open the course called "Demo Space".

2. From the overview screen, click on "Course Users".

3. Navigate to the "INSTANCES" tab and click on "ADD NEW INSTANCE"

4. Choose between creating an empty instance or an instance with the contents of a snapshot and then click on "CONTINUE"

5. Provide a name and a description for the instance.

6. Once the instance has been created click on "INVITE"

7. Provide the emails of users who will share the instance and click on "INVITE"

Delete an instance:

• Only space administrators are allowed to delete an instance.

• The Master and Distributed instances cannot be deleted.

1. Open a space (course or research project). In the following example, we open the course called "Demo Space".

2. From the overview screen, click on "Course Users".

3. Navigate to the "INSTANCES" tab, identify the instance you want to delete, and click on the red bin icon which you find on the right. In the example below, we delete the instance called "First group instance"

4. Read the displayed text, accept if you agree, and click "DELETE".