Navigating the portal

Use the portal to access your platform - instances and orgs - data and insights. 

You can switch between instances and orgs you have defined to see their relevant data.

  1. Go to the Quality Clouds portal.
  2. In the main menu, select the SaaS platform you want to look at:
    1. ServiceNow 
    2. Salesforce 
    3. Office 365 
  3. From the list of instances that are displayed, click one to show the relevant information.

Your instance data is now loaded. By default, the last accessed dashboard is displayed.

If you have more than 10 instances, you can search for them by typing in the instance names:

Decide which section of the instance information you want to look at by selecting your dashboards. You can switch between the dashboards in the following way:

  1. Go to the Quality Clouds portal.
  2. Select the instance of your choice.
  3. In the header, open the View selector to show the list of dashboards.
  4. Click on one of the dashboards to display its contents. 

To see all your governance data, you can access the Governance dashboards in All Clouds menu.

Last modified on Dec 23, 2020