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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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:
Under the Sharing Rule section, look for Gateway Account Sharing Rules and click New.
After setting up Gateway Account Sharing Rules, do the same process with Gateway Account Sharing Rules.
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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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Step 2 Select you rule type
Rule Type: Guest user access based on criteria
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Step 3 Select records to be shared
Field: Owner ID
Operator: equals
Value: Guest User ID
(auto populated)
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Step 4 Select the users to share with
Share with: Select the Guest User site
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Step 5 Select the level of access for the users
Access Level : Read Only
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Click Save.
Next place to go: Step 4 - Stripe Setup - PosiPay