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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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  • Gateway Account and Gateway Event

    • Step 1 Rule Name

      • Label: Guest User Access

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

    • 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 (autopopulatedauto populated)

  1. Click Save.

Next place to go: Step 4 - Stripe Setup - PosiPay