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If you copy is [[SmartSimple]] is designated as a '''Partner''' copy you can create additional [[Instance|instances]] of SmartSimple from within your copy.
Use the following steps to validate if your current copy is a partner copy and to create a new copy.
1. Log into your existing copy of [[SmartSimple]] as [[Global Administrator]].
2. Select the [[Configuration Menu|Configuration]], [[Global Settings]] menu.
3. Click the '''Licensing''' tab at the top of the window.
* If a partner authentication number is displayed at the top of the screen then the current [[Instance|instance]] is capable of creating new instances.
* If you can only set the number of users ([[Internal|internal]] and [[External|external]]) and no authentication number is displayed then you cannot create new [[Instance|instances]].
If you need to create new instances of [[SmartSimple]] and need access to this functionality then you should contact your [[SmartSimple]] Account manager.
==Creating a new Instance==
1. Click the '''New Activation''' tab.
A list of existing [[Template|templates]] is displayed. You can one of these existing instances to create a new copy or create a completely empty copy.
2. Choose the '''No Template''' option to create an empty instance
'''Or'''
3. Choose one of the '''existing templates''' for an instance populated with the structure (data fields, formatting, applications configured) of the selected copy.
'''Or'''
4. Choose the '''Current Instance''' option to create a new instance populated with the structure of the instance that you are logged into.
If you anticipate a need to create many instances on a specific existing instance the '''SmartSimple Helpdesk''' can add an instance to the list.
5. Enter the '''Company Profile''' in the left panel at the bottom of the window.
6. Enter your contact details as an [[Administrator]] Profile in the right panel at the bottom of the window.
7. Click the '''Submit''' button.
An email containing the new instance’s [[Alias|alias]] (a numeric value) will be sent to the email specified in the [[Administrator]] Profile.
The client screen is redisplayed.
Once the email has been received you use the link to open a login screen to the new [[Instance|instance]] and login.
'''Important Note''' – if the instance that you create is on the [[SmartSimple]] '''BIZ''' server the link in the email will reference the '''Com''' server. This is incorrect – you must access the instance on the '''BIZ''' server. Example:
* Instance created on '''BIZ'''
* Email references '''74732.smartsimple.com'''
* Go to '''74732.smartsimple.BIZ'''
Clicking the link to the COM server in the email will take you to the [[SmartSimple]] website and not the [[Instance|instance]] you created.
[[Category:System Management]]
Use the following steps to validate if your current copy is a partner copy and to create a new copy.
1. Log into your existing copy of [[SmartSimple]] as [[Global Administrator]].
2. Select the [[Configuration Menu|Configuration]], [[Global Settings]] menu.
3. Click the '''Licensing''' tab at the top of the window.
* If a partner authentication number is displayed at the top of the screen then the current [[Instance|instance]] is capable of creating new instances.
* If you can only set the number of users ([[Internal|internal]] and [[External|external]]) and no authentication number is displayed then you cannot create new [[Instance|instances]].
If you need to create new instances of [[SmartSimple]] and need access to this functionality then you should contact your [[SmartSimple]] Account manager.
==Creating a new Instance==
1. Click the '''New Activation''' tab.
A list of existing [[Template|templates]] is displayed. You can one of these existing instances to create a new copy or create a completely empty copy.
2. Choose the '''No Template''' option to create an empty instance
'''Or'''
3. Choose one of the '''existing templates''' for an instance populated with the structure (data fields, formatting, applications configured) of the selected copy.
'''Or'''
4. Choose the '''Current Instance''' option to create a new instance populated with the structure of the instance that you are logged into.
If you anticipate a need to create many instances on a specific existing instance the '''SmartSimple Helpdesk''' can add an instance to the list.
5. Enter the '''Company Profile''' in the left panel at the bottom of the window.
6. Enter your contact details as an [[Administrator]] Profile in the right panel at the bottom of the window.
7. Click the '''Submit''' button.
An email containing the new instance’s [[Alias|alias]] (a numeric value) will be sent to the email specified in the [[Administrator]] Profile.
The client screen is redisplayed.
Once the email has been received you use the link to open a login screen to the new [[Instance|instance]] and login.
'''Important Note''' – if the instance that you create is on the [[SmartSimple]] '''BIZ''' server the link in the email will reference the '''Com''' server. This is incorrect – you must access the instance on the '''BIZ''' server. Example:
* Instance created on '''BIZ'''
* Email references '''74732.smartsimple.com'''
* Go to '''74732.smartsimple.BIZ'''
Clicking the link to the COM server in the email will take you to the [[SmartSimple]] website and not the [[Instance|instance]] you created.
[[Category:System Management]]
