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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Choose PosiPay and click Add to Enabled Permissions Sets then click Save. The System Administrator now has access to all of the PosiPay objects and fields.
Enable Webhook Listener
In the next step, we will setup the webhooks from Stripe’s end, but first, you need to make sure you are configured to be able to listen to them correctly.
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Under the Available Apex Class find PosiPay Webhook Listener and add it to the Enabled Apex Classes
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Enable Guest Access
In order for Stripe to be able to engage with PosiPay, we need to create the right environment that allows Stripe to speak to certain objects within PosiPay.
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Enable the experience cloud communities.
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
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Create Community Site
Go to Setup > All Sites > Click New
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The Community page should be accessible by Guest User
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Webhook Guest User Profile Config
Webhook Object Access
Go to Set up > Search for Digital Experience in the Quick Find Box > Click All Sites
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Gateway Event
Click Edit and tick Read and Create under the Object Permissions as well as in Fields Permissions and click Save.
Gateway Account
PosiPay Log
Set up the Smart Retries on a Stripe account
There are various reasons why payments may fail, but many of them are fixable. You can use Stripe to automatically retry failed payments by configuring the settings in the Retries tab of the Revenue Recovery Dashboard.
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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 guest user to obtain access to the gateway account and gateway events records.
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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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Click Save.
Next place to go: Step 4 - Stripe Setup - PosiPay