Use this link to share with your colleagues:
How to Install Apps: https://help.pm.leapevent.tech/a/718570
Want more options for mail merges? How about for your PatronManager calendar? Maybe you want an easier way to import donations? There's an app.... well, you know. Read on below to get a preview of what installing an app looks like.
Each process might be a bit different, depending on if it's a free or paid app, or if it's license-based, but following the instructions each app provides should keep you on the right track.
To help set you up for success, we’ve put guidelines together to help you avoid interfering with PatronManager functionality, corrupting your data, and to prevent negative impacts to your customizations due to PatronManager product upgrades.
1. Find the app in the AppExchange
You can find apps to install in one of two ways: by checking out our recommended app list, or by browsing the AppExchange.
Not all Apps will play nicely with PatronManager! If you find something on the AppExchange that hasn't been recommended for use with PatronManager, suggest a Product Idea and let us know why you're interested in the app!
2. Click "Get It Now"
3. Log in to the AppExchange, if you're not already
Use your usual PatronManager login information.
4. Choose to install in either production or sandbox
If you have never used this app before, it's always a good idea to first test it out in a sandbox. When you're sure the app will work the way you want it to, come back to this step and install it in your production account.
5. Review the app information, read and agree to terms and conditions, and confirm the installation
6. If this screen pops up, just log in again using your normal PatronManager login information
7. Choose who will use the app
Think about how you're using this app. If there's no reason to hide the data from anyone in your organization, then choose "Install for All Users". If the app will provide some sort of confidential information, then think about restricting access to admins or specific profiles.
If your organization uses PatronPortal, choose "Install for Admins Only," or choose "Install for Specific Profiles" and exclude the "Authenticated Website" profile. If you install for all users, logged-in Portal users may be able to access your app inadvertently.
8. Approve Third-Party Access
9. Wait for the app to install
Often, this will take a few minutes, though you should receive an email within the same business day. Most apps will install in less than an hour.
10. One last step: if the app is license-based (like ActionGrid or CalendarAnything), decide who needs a license
These steps will look a little different depending on if you're using Classic or Lightning! If you don't recognize the screens, use the other set of instructions.
10.1. Click on the gear and go to Setup
10.2. Search "installed" in the quick find box and go to Installed Packages
10.3. Find your installed app, and click Manage Licenses
Most of your installed apps will be from PatronTechnology, and are what make PatronManager run. Don't uninstall anything with "Patron" in the name.
10.4. Assign or disassociate licenses as necessary
10.1. Go to Setup
10.2. In the sidebar, go to Build > Installed Packages
10.3. Find your installed app, and click Manage Licenses
Most of your installed apps will be from PatronTechnology, and are what make PatronManager run. Don't uninstall anything with "Patron" in the name.
10.4. Assign or disassociate licenses as necessary
