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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In the Revenue recovery Dashboard navigate to Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions.
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Sharing Settings
Enabling the user to obtain permission and gain access to particular objects or items as per their requirement.
Go to Set up
In the Quick Find box search for Sharing Settings
There are two objects that you need to give user the access and find these objects:
Gateway Account and Gateway Event
Step 1 Rule Name
Label: Guest User Access
Rule Name : (Autopopulate once the label is entered.)
Step 2 Select you rule type
Rule Type: Guest user access based on criteria
Step 3 Select records to be shared
Field: Owner ID
Operator: equals
Value: Guest User ID (autopopulated)
Click Save.
Next place to go: Step 4 - Stripe Setup - PosiPay