Step 1: Login into to start managing your licenses.

Step 2:  To allocate licenses to end-users or to change licenses from one person to another, click on Manage Licenses.

Step 3:  Click on Licenses next to the product you subscribe to (in the example below it is CloudExtend Excel for Salesforce Group Edition)

Step 4: Enter in the Salesforce Login Id of the users you want to allocate licenses to.  If you want to delete a user, simply use the trash can next to their email.  

Once the user is allocated a license, they will receive an email from Celigo with instructions on install. Alternatively, Office 365 Admins can enable the app for end-users by following the instructions here.

NOTE: This is the Production Login ID that users use to login to Salesforce. Once they login using Production ID, users can connect up to 9 Sandbox account from within the app.

Step 5:  You can add additional Admins to the portal by clicking on Admin Users. We recommend having at least two.

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