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.
Go to Set up Home page > Permission Set > PosiPay
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Go to Setup Home page > Click User under the Administration > Users > System Administration
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After clicking the User, click the Permission Set Assignment.
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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.
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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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Fill in the necessary information then click Create.
For example:
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After doing so, click Builder.
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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
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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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Step 2 Select you rule type
Rule Type: Guest user access based on criteria
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Next place to go: Step 4 - Stripe Setup - PosiPay