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.When installing PosiPay using a YML script, you'll find that certain configurations are handled automatically, streamlining the setup process. However, there are additional configurations that require your manual input to ensure everything functions correctly. For those specific manual configuration steps, please see the link provided below for comprehensive instructions.
If you choose not to utilize the YML script for your configuration, please follow the detailed steps outlined below to successfully complete the setup process.
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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Go to Set Up and search for Data Capture.
In the Change Data Capture search for Gateway Transaction (PosiPay__GatewayTransaction__c) and Bank Statement Line (PosiPay__BankStatementLine__c) . Add it as Selected Entities then click Save.
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Manual Configuration for YML Script
If PosiPay is installed via a YML script, some configurations are automatically completed; however, others need to be set up manually. Please follow the configuration steps below.
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Enable Digital Experience in your org
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Translation Workbench
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Translation Workbench
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Enable Translation Workbench
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Export STF File
Note: Do this step if you (the translator) don’t have an STF file; otherwise, if you do, then skip this step.
If you are a translator or if you don’t have a STF file yet for importing. You can export it and translate the words that are translatable for your org’s supported language.
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