{{:candidapi.jpg?nolink&150|}}
**Post Installation Instructions**

  - Configure Candid Credentials
    - Go to Setup and search for Named Credentials
    - {{:candidapi:named_credentials.png?400|}}
    - Open the External Credential for the API desired
    - Create a new Principal or edit the existing 
    - Premier API should be PremierAPIPrincipal, Charity Check API should be CharityCheckAPIPrincipal, Charity Check PDF API should be CharityCheckPDFAPI, Essentials API should be EssentialAPIPrincipal.
    - {{:candidapi:external_credential.png?400|}}
    - Enter the Subscription Key with the license keys from Candid.
    - {{:candidapi:subscription_key.png?400|}}
  - Update Candid API Setting in Custom Metadata
    - Click Manage Records 
    - Edit each record to update Active for APIs that have been purchased and will be utilized 
  - Assign Permission Set to desired Users 
    - The Candid Charity Search permission set should be assigned to users that should have access to search for Charities and create new Accounts. 
    - The Candid Data permission set should be assigned to users that will perform Candid charity checks. 
  - Add Visual Indicators on Account (Optional) 
    - We recommend adding some visual indicators on the Organization Account Lightning Record Page to clearly and visually identify the Candid Charity Status of an Organization. 
    - Add Rich Text components on the screen for each of the desired indicators. 
    - In Good Standing 
      - Recommend text is Green 
      - Set Component Visibility to Record -> Candid Sync Status Equal In Good Standing \\ {{:candidapi:in_good_standing.png?400|}}
    - Not Found in Candid 
      - Recommend text is Red 
      - Set Component Visibility to Record -> Candid Sync Status Equal Not Found in Candid \\ {{:candidapi:not_found_in_candid.png?400|}}
    - Pending Candid Check 
      - Recommend text is Red or Yellow 
      - Set Component Visibility to Record -> Candid Sync Status Equal Pending Candid Check 
    - Not In Good Standing 
      - Recommend text is Red 
      - Set Component Visibility to Record -> Candid Sync Status Equal Not In Good Standing 
    - Status Revoked 
      - Recommend text is Red 
      - Set Component Visibility to Record -> Candid Sync Status Equal Revoked \\ {{:candidapi:status_revoked.png?400|}}