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- 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. - For the Celoxis App, click on Configure.
<<screenshot>> - 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 - Under the Project Templates, enter the ID or keywords of the project that should appear when you actually create projects from Salesforce.
- Click on Save and close the pop-up window.
- Now, you need to set the OAuth policies so that the users can access the app. For this,
- Go to the Setup page, by clicking on the Setup menu.
- On your left-side, under the Administration Setup, expand the Manage Apps and click on Connected Apps.
- Click on Edit and under OAuth policies section, for the drop-down *Permitted Users, select Admin Approved users are pre-authorized.
<<screenshot>> - In the confirmation window, click on OK.
<<screenshot>> - Click on Save.
- Now, click on the Celoxis Apps.
screenshot - Scroll down to profiles and click on Manage Profiles.
- Ensure that you have selected the profiles which will be accessing the app and click on Save.
- You can also edit OR create a new profile which can access the Celoxis App.
- Go to the Setup page, by clicking on the Setup menu.
- On your left-side, under the Administration Setup section, click on Profiles.
- You can edit an existing profile and let this profile access Celoxis app
<<screenshot>>
OR - Create a new profile which can access the Celoxis app.
- You need to now add new users or edit existing Users to use this profile.
- Go to the Setup page, by clicking on the Setup menu.
- On your left-side, under the Administration Setup section, click on Users.
- You can edit and existing user to use the profile you created or edited to use Celoxis App
OR - Create new user and select the profile created for or edited to use Celoxis App.
<<screenshot>>
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