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)
Click Save.
Next place to go: Step 4 - Stripe Setup - PosiPay