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Congratulations on installing PosiPay! After your initial installation, you are now able to configure the features to make them accessible.

Note: Do this after installing the latest package.

Grant Access to PosiPay

To have access to the PosiPay features, assign PosiPay’s Permission Set to a User with a System Administrator profile.

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  1. Go to Set up

  2. In the Quick Find box search for Sharing Settings

    image-20240314-015323.pngImage Added
  3. There are two objects that you need to give user the access and find these objects:

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