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  • Install - Install the PosiPay and unmanaged assets into a new or existing org and establish baseline PosiPay configuration. See Setup Guides.

  • Review and customise the baseline configuration to client’s specific needs. Enhance existing or create new objects, page layouts, flows and other assets. Customise and/or deploy unmanaged PosiPay assets to meet client’s needs. See Configuration Guide .

  • Manage the provided PosiPay environment and provide security; data creation, update and transfer; workflow refinements and other functions on an ongoing basis. See Administration Guides.

  • Use - Utilise Salesforce and PosiPay capabilities on a daily basis as provided. See User Guide.

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