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  1. Once the Installation is complete, click on the Configure button 
    OR 
    Go to the Setup page, by clicking on the Setup menu.
    On your left-side, under the App Setup section, click on Installed Packages.
  2. For the Celoxis App, click on Configure.
    <<screenshot>> Image Added

  3. In the new-pop-up window, under Url, enter the URL of your application.
    In case of SaaS customers, the Url will be populated with http://app.celoxis.com/psa/force.do
    On-Premise customers need to enter URL as http://servername:portnumber/psa/force.do 
  4. Under the Project Templates, enter the ID or keywords of the project that should appear when you actually create projects from Salesforce.
  5. Click on Save and close the pop-up window.
    Now, you Image Added
     
  6. Salesforce editions that support Profiles are recommended to manage their user profiles to set who can access the Celoxis app. For this, you need to set the OAuth policies the profiles and users so that the users can access the app. For this, 
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administration Setup, expand the Manage Apps and click on Connected Apps.
      Image Added
       
    3. Click on Edit and under OAuth policies section, for the drop-down *Permitted Users, select Admin Approved users are pre-authorized.
      <<screenshot>> 
    4. In the confirmation window, click on OK.
      <<screenshot>> 
    5. Image Added

    6. Click on Save.
    7. Now, click on the Celoxis Apps.
      screenshot Image Added

    8. Scroll down to profiles and click on Manage Profiles.
      Image Added
       
    9. Ensure that you have selected the appropriate profiles which will be accessing the app and click on Save.
       
  7. You can also edit OR create a new profile which can access the Celoxis App.
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administration Setup section, click on Profiles.
    3. You can edit an existing profile and let this profile access Celoxis app
      <<screenshot>>
      OR
    4. Create a new profile which can access the Celoxis app.

  8. You need to now add new users or edit existing Users to use this profile.
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administration Setup section, click on Users.
    3. You can edit and existing user to use the profile you created or edited to use Celoxis App
      OR
    4. Create new user and select the profile created for or edited to use Celoxis App.
      <<screenshot>> 

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