Invite instance users
    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.

Create a new 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 initialize it empty.
    5.
    Fill out name and details.
    6.
    Invite users if you need to.

Invite users to an existing instance

In order to invite users to an existing instance, follow our visual guide:
Inviting users to an existing instance
Step-by-step:
    1.
    Navigate to the space where the instance you want to invite to is located. In this example, the space is called Test Research Project.
2. From the overview screen, click on Project Users. For courses, this option would be named Course users.
3. Navigate to the Instances tab, identify the instance you want to invite to, and click on Invite users. In the example below, we invite users to the instance called Example 1.
4. Make sure you select Option1 - User Invitation and Invite to an existing shared instance.
5. Select whether you want to invite instance editors or viewers.
5. Provide the emails of the users you want to invite to the selected instance and finally click Invite.

Last modified 4mo ago