Huddle is one product that exists on two separate systems that we refer to as instances. One is called the Global instance, used by the majority of our customers and the other is called the US instance which is predominately used by US Government and healthcare clients.
The Global and US instances offer the same set of features to users, however they share no infrastructure at all, which means that your password will be different for both, the internet address you use to access them will be different, along with the databases rigged to them etc.
Normally, users of Huddle will work exclusively on one instance but in some cases you may be a member of the Global and US instances. This could be the case for example, if you work for a professional services organisation and you are working on a project with US Government.
If you need to use both instances, this article is designed to give you some hints and tips to make working across both instances easier.
I) Best practice tips
a) Accessing the instances
To sign in to the Global instance, go to https://my.huddle.net or sign in here.
To sign in to the US instance, go to https://us.huddle.com or sign in here.
If you try to sign in to the US instance with your Global instance password your attempt will fail, so it's important to know which instance you are trying to sign in to.
b) Getting set up on both instances
It's a good idea to set up a profile for both instances, we'd suggest adding a different profile picture on both so when you're logged in you have a visual cue to remind you which instance you're working on. Get started setting up your profile with the instructions here.
c) Access to content across two instances
When you sign in to one instance of Huddle you'll only have access to the Workspaces on that instance, and not the Workspaces on the other instance.
Your Bookmarks list is specific to your profiles in the two instances, so as for Workspaces, the Bookmarks you use in the Global instance won't be accessible from the US instance and vice-versa.
3) Moving and copying content
It isn't possible to move or copy content from one instance to another using the menus in Huddle. You can move files from one instance to the other by downloading documents from one instance and then uploading them to the other. For example, you can easily do this by downloading a file on one instance and using drag and drop to upload the file to the other instance without leaving the browser.
II) Apps and integrations
a) Mobile apps
There are two versions of the Huddle mobile apps. One that works with the Global instance and one that works with the US instance.
If you want to use the mobile apps and you are working on both instances, you should download both of these, they can both run on the same mobile phone or tablet.
The Global instance app has a blue logo while the US instance app has a grey logo.
b) Huddle Desktop
There are also two versions of our Desktop applications and Office / Outlook plugins, one for each instance of Huddle. Bear in mind that one PC cannot run both versions of these applications, so when you decide which one to download, pick the one for the instance you'll be using most frequently.
There are also two versions of the Huddle add-on for G-Suite. If you'd like to work in Google Sheets or Docs then store the finished version of your file in Huddle you can use these to integrate the two systems.
Google Docs add-on for our Global instance
Google Sheets add-on for our Global instance
Google Docs add-on for our US instance
Google Sheets add-on for our US instance
If you're still experiencing issues working on both instances of Huddle, you can always get in touch with your Customer Success Manager about any other questions you might have, you can find out who your CSM is by emailing Support.