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 Setup > Home page > Click User Users under the Administration > Users section > System AdministrationChoose the user with the System Administrator profile
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After clicking the User, click the Permission Set Assignment .> Edit Assignments
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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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In the next step, we will setup set up the webhooks from Stripe’s end, but first, you need to make sure you are configured to be able to listen to them correctly.
Create a new site fort for the Webhook List
In All Sites, click Builder next to the site you want to access.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Apex Class.
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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 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.
Enable Communities
Enable the experience cloud Experience Cloud communities.
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
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Go to Setup > All Sites > Click New
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Choose a template, for our Site, we choose Build Your Own (Aura).
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Fill in the necessary information then click Create.
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After doing so, click Builder.
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Display the Stripe Form component.Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
Fill out the following fields below:
Required Fields
Gateway Account = Gateway ID
Payment Method = Credit Card; Direct Debit
Require CVC = TRUE
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Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
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After creating the Community Sites do the following configuration:
Go to Setup Homepage> Home page
In the Quick Find box search All Sites and click Builder
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Webhook Object Access
Go to Set up > Search for Digital Experience in the Quick Find Box Setup > Click All Sites
In All Sites, click Builder next to the site you want to access.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Object Settings.
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After setting up Gateway Account Sharing Rules, do the same process with Gateway Account Event 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 your rule type
Rule Type: Guest user access based on criteria
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Step 3: Select which records to be shared
Field: Owner ID
Operator: equals
Value: Guest User ID
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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
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