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Instance Access: Seamless Navigation Between Client Environments

Instance Access is a new feature that introduces a streamlined way for MSP users to navigate between multiple client environments. Once logged into any instance through the MSP interface, users can now switch to a different customer instance without logging out or re-authenticating. This feature introduces a “Change Instance” tab located at the top of the platform, giving users a faster and more intuitive workflow when managing multiple clients.

Written by Liam Downward

Updated at April 25th, 2025

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Table of Contents

Why It Matters Key Benefits How It Works User Scenario FAQs

Why It Matters

For MSPs managing several customer environments, switching between instances has traditionally required logging out and back in through the main portal—an inefficient and time-consuming process. This friction reduced productivity and introduced avoidable delays when responding to tickets, conducting assessments, or providing real-time support.

With Instance Access, CYRISMA eliminates these roadblocks, offering instant access to any authorized client environment from a single interface.


Key Benefits

✅ Seamless Workflow
Move from one client instance to another without logging out or navigating away from the current interface.

✅ Centralized Access Point
The new “Change Instance” tab at the top of the screen is always accessible, enabling quick toggling between environments.

✅ Enhanced Productivity
Reduce context-switching and save time with a simplified multi-instance experience—perfect for support teams, compliance managers, and account executives.


How It Works

Once logged into a specific instance through the MSP dashboard:

A "Change Instance" button appears at the top of the screen.

Clicking it opens a dropdown of all available client instances associated with the MSP account.

Selecting an instance immediately transfers the user to the new environment—no additional login required.

All existing permissions and views remain intact within each environment.

Example Screenshot:
 

 

 


User Scenario

Imagine you're an MSP engineer supporting five different clients. Previously, you had to log in and out repeatedly to check alerts or settings. Now, with Instance Access, you can switch between each client in seconds—whether it’s for assessing risk, updating patch settings, or reviewing compliance data.


FAQs

Q: Do I need special permissions to use this feature?
A: You must be logged in through the MSP interface and have valid access permissions to the target instances.

Q: Will I lose my session or unsaved data when switching?
A: It is recommended to save any progress within the current instance before switching. The feature ensures smooth transitions, but best practice is to complete actions before navigating away.

Q: Can I search or filter the list of available instances?
A: At this time, instances are shown in a dropdown list. Search and filtering capabilities will be included in a future update.

seamless access client navigation instance access client instance access customer quick navigation environments

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