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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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Sharing Settings

Enabling the guest user to obtain permission and gain access to particular objects or items as per their requirementaccess to the gateway account and gateway events records.

  1. Go to Set up

  2. In the Quick Find box search for Sharing Settings

    image-20240314-015323.png
  3. Under the Sharing Rule section, look for Gateway Account Sharing Rules and click New.

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Gateway Account and Gateway Event

Note: The same process will be set up in Gateway Account and Gateway Event.

Step 1 Rule Name

  • Label: Guest User Access

  • Rule Name: Guest_User_Access (Once the label is entered, the form should be automatically populated.)

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