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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.
   
   
   
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 https://app.celoxis.com/psa/force.do 
   If you are an SaaS user, you do not have to change anything here. On-Premise customers need to enter URL as https://servername:portnumber/psa/force.do 

    

   Info
   Ensure that the URL reads https instead of http.

4. Under the Project Templates, enter a term which will be used to search for projects in Celoxis and only matching projects will be shown in the list for creating a project. This field is optional; not speciying anything will show the entire list of projects.
    
5. Click on Save and close the pop-up window.
   
   
6. ONLY FOR ENTERPRISE AND HIGHER VERSIONS:
   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 profiles and users so that the users can access the app. 
   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.
      
      
      
   3. Click on Edit and under OAuth policies section, for the drop-down *Permitted Users, select Admin Approved users are pre-authorized.
      
      
      
   4. Click on Save.
       
   5. Now, click on the Celoxis Apps.
      
      
      
   6. Scroll down to profiles and click on Manage Profiles.
      
      
      
   7. 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 Manager Manage Users and then Profiles.
   3. You can edit an existing profile and let this profile access Celoxis app
      OR
   4. Create a new profile which can access the Celoxis app. Ensure that when creating the profile, under Connected App Access, you you checked 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 Manager Users and then Users.
   3. You can edit and existing user to use the profile you created or edited to use Celoxis App
      Create new user and select the profile created for or edited to use Celoxis App.
      

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