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
Go to Setup Home page > Click User under the Administration > Users > System Administration
After clicking the User, click the Permission Set Assignment.
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.
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.
Click Edit to add Webhook Listener Class
Under the Available Apex Class find PosiPay Webhook Listener and add it to the Enabled Apex Classes
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.
Enable Communities
Enable the experience cloud communities.
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
Create Community Site
Go to Setup > All Sites > Click New
Choose a template, for our Site, we choose Build Your Own (Aura).
Fill in the necessary information then click Create.
For example:
After doing so, click Builder.
Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
After creating the Community Sites do the following configuration:
Go to Setup Homepage
In the Quick Find box search All Sites and click Builder
The Community page should be accessible by Guest User
Webhook Guest User Profile Config
Webhook Object Access
Go to Set up > Search for Digital Experience in the Quick Find Box > 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.
Search for the Objects that you want to configure for the Guest User.
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.
Open your Stripe Account and then locate and click on the “Revenue Recovery” option in the navigation menu.
In the Revenue recovery Dashboard navigate to Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions.
Sharing Settings
Enabling the guest user to obtain access to the gateway account and gateway events records.
Go to Set up
In the Quick Find box search for Sharing Settings
Under the Sharing Rule section, look for Gateway Account Sharing Rules and click New.
After setting up Gateway Account Sharing Rules, do the same process with Gateway Account Sharing Rules.
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.)
Step 2 Select rule type
Rule Type: Guest user access based on criteria
Step 3 Select records to be shared
Field: Owner ID
Operator: equals
Value: Guest User ID
Step 4 Select the users to share with
Share with: Select the Guest User site
Step 5 Select the level of access for the users
Access Level: Read Only
Click Save.
Next place to go: Step 4 - Stripe Setup