---
url: https://releasenotifier.beyondthecloud.dev/docs/setup.md
description: >-
  Install the package, assign licenses and permission sets, configure settings
  and publish your first release.
---

# Install and set up

Setup is install, licenses, permission sets, first release. No servers, no code, no callouts.

## 1. Install the package

Install Release Notifier from the [AppExchange listing](https://appexchange.salesforce.com/appxListingDetail?listingId=e96ac698-25f0-44da-9618-5102040ee998) into production or a sandbox. Install for **Admins Only**; access is granted through licenses and the packaged permission sets in the next steps.

## 2. Assign user licenses

Release Notifier is licensed per user. Your plan includes a number of user licenses (5 on Free, 50 on Standard and Enterprise). Assign them in **Setup > Installed Packages > Manage Licenses > Add Users**.

A user without a license is blocked from the app by Salesforce itself, even if a permission set is assigned. Sandboxes copy licenses from production on refresh; users created directly in a sandbox need a license assigned there.

## 3. Assign permission sets

The package ships four permission sets. Assign them in **Setup > Permission Sets**:

| Permission set                        | Who gets it                       | What it allows                                                        |
| ------------------------------------- | --------------------------------- | --------------------------------------------------------------------- |
| **Release Notifier User**             | Everyone who should read releases | What's New, Ideas & Issues, User Preferences                           |
| **Release Notifier Content Creator**  | People who write releases         | Everything above, plus creating and editing releases and templates     |
| **Release Notifier Manager**          | Team leads, ops                   | Everything above, plus Acknowledgments tracking and Banners            |
| **Release Notifier Admin**            | Your Salesforce admin             | Everything, plus the Settings page                                     |

A user with no permission set assigned sees an access denied message on every page.

## 4. Open the app and configure settings

Open the **Release Notifier** app from the App Launcher. With the Admin permission set, open **Settings** in the left navigation:

* **Default language** for release content. Users can pick their own language later in **User Preferences**.
* **Enable reminders** to turn on acknowledgment reminders. Ticking it schedules the daily reminder job for you; nothing to do in Apex. Reminders are off until you tick it.
* Feature toggles for Ideas, Issues and the leaderboard (Enterprise plan).

![Settings page](/images/feature-settings-release.png)

## 5. Publish your first release

From **What's New**, create a release. The guided editor has five steps: **Release**, **Categories**, **Release Notes**, **Audiences** and **Translations**. Mark each step as ready and publish. See [Create and publish releases](/docs/releases).

## Requirements

* Lightning Experience. Salesforce Classic is not supported.
* No external services: the package makes no callouts and stores everything in custom objects in your org.
* Each active release that requires acknowledgment with a due date schedules one Apex job for its deadline, which counts toward the org's 100 scheduled jobs.