Build and check the file
Upload the add-on
Open Settings › Add-ons and click New.New is shown to organizations that build add-ons, to users with the Create Add-on permission. See Add-ons.
Click Save. The add-on is saved unpublished. Click Publish on its card to show it in the catalogue, and use Preview as customer to check what other organizations see.
Add it and open it
- On the add-on’s card, click Add, check the name and address, and save.
- The add-on appears in the left menu straight away.
- Open it. If it has a one-time setup, finish it.
- Give the add-on’s permissions to other roles in Permission.
Update the add-on
Build a new file, click Edit on the card, choose the new file and save. The old file is replaced; the add-on’s settings and permissions stay. Users get the new version next time they open it.Unpublish or delete
- Unpublish takes it out of the catalogue. Organizations that already added it keep it.
- Delete removes it for every organization and cannot be undone.