Updating Instance Configuration

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This guide will help you update the configuration on an Instance.

Requirements

To follow the steps in this tutorial, you should be able to log in to the Partner Portal, and have an Instance you created or have access to.

Steps

Updating the configuration of an Instance is a two-step process:

  1. Locate Instance
  2. Update Instance configuration

Step 1: Locate Instance

In the menu on the left, click on Instances, and select the Instance you would like to update. The information page of the Instance is displayed.

Step 2: Update Instance configuration

Click on Update configuration. You can see the JSON file that stores your configuration information for the Instance, for example, integrations that you have set up. Most of the configuration can be changed through the Partner Portal, but for example, you can configure a test email here.

To update the configuration, edit the JSON file, then click on Update config.

Next steps

Congratulations! You know how to update the configuration of an Instance. Now you can set up a test email or add integrations:

Questions?

We are always happy to help with any questions you may have. Check out our Help page, or contact us.