In the Instances tab of the Quality Clouds Admin Portal, you can oversee the lifecycle of your connected environments. From this central place, admins have the ability to add new instances or orgs, configure them, update their settings, and manage essential features such as tags, connectivity checks, Quality Gates, Peer review or Teams feature.

Additionally, administrators have exclusive control to deactivate instances that are no longer required, ensuring that your environment stays organized and secure.

📋 What you see in the Instances tab #

When you open the Instances tab, each entry provides at-a-glance information about your environments. You will immediately see:

• Instance name, environment and Status

• Assigned tags for quick categorization

• Connectivity Test result

• Quality Gates status

• App Version installed
  
  

To make navigation easier, the Instances section also includes a set of filters such Description, URL, Project, Tags, Enviroment or Quality Gates. These filters allow admins to quickly search, group, and view instances by selected filter. This functionality improves visibility, streamlines navigation, and makes it easier to manage environments at scale.

From the same view, admins can also perform actions such as editing configurations, scheduling scans, testing connectivity, or deactivating an instance.

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🆕 Adding instances and orgs #

Depending on your needs, you may want to connect one or more instances or orgs, which can cover development, integration and production environments. 

Defining instances and orgs in Quality Clouds Admin portal is just one part of connecting your SaaS platforms. Make sure to follow the Connecting ServiceNow, Connecting Salesforce  and Connecting O365.

→ To add an instance or org #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. In the Instances tab, choose the platform where you want to create an instance.
4. Click the Add button . 
5. Add the required information for each platform:
   • For ServiceNow: Defining ServiceNow instances
   • For Salesforce: Setting up Salesforce orgs or Setting up Salesforce Git repositories
   • For Office 365: Defining Dynamics Cloud Office 365 Instances or Defining Office 365 Git Repository.

 

✏️ Editing instances/orgs #

Existing instances and orgs can be updated at any time. Admins can modify credentials (or change Basic Auth to CBA), adjust definitions, and enable advanced features like Quality Gates and Peer Review to enforce governance.

→ To edit instances/orgs #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. Find the instance of your choice.
4. In the Instances tab, click the editing button . 
5. Review and update the setup information, and click Save. 

You’ve just edited the details of your instance/org connection. 

 

🗓️ Scheduling Scans #

Scans can be scheduled to run automatically, either one-off or recurring. By configuring schedules, your instances are regularly monitored without manual effort.

→ To set up a schedule #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. Find the instance of your choice.
4. In the Instances tab, click the schedules button .
5. Fill in the New schedule form, and click Add. 

The default time zone of the Quality Clouds application is based on GMT+1 time. In order to schedule scans in your timezone, make sure you factor in the difference.

The new schedule is now added and is now in Inactive state. To activate the schedule and start the automatic scans, change its status to Active.

👉 For detailed instructions on setting up schedules, see the dedicated article: How to Set Up Schedules

 

🔌 Running connectivity test #

A connectivity test confirms that an instance is correctly set up and ready to be scanned. Running this validation ensures seamless integration and reliable results in your Quality Clouds environment.

See more about how to test connectivity.

 

🏷️ Managing tags #

This functionality allows the user to add specific tags to the instance for quick reference. Click on the tags button

 

📁 Managing instances in bulk #

You can select multiple instances at once to apply the same tags or project assignment to all of them in a single action, instead of editing each instance individually.

→ To manage instances in bulk #

1. Log in in Quality Clouds platform.
2. Go to Account section.
3. In the Instances tab, check the box next to each instance you want to include, or click select all [N] instances to select every instance currently shown.
4. Click the actions button.
5. Choose:
   • Manage Tags: add or remove tags across all selected instances at once.
   • Manage Projects: assign all selected instances to a project at once, or create a new project directly from this view.

 

This works the same way across ServiceNow, Salesforce, and Office 365 instances.

 

🔔 Managing alerts #

This functionality allows the user to view the alerts assigned to the instance. Click on the alerts button to see more information.