Step 3 - Post-configuration

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 Setup > Home page > Click Users under the Users section > Choose the user with the System Administrator profile

After clicking the User, click the Permission Set Assignment > Edit Assignments

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 Guest Access

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.

Display the Stripe Form component.
Fill out the following fields below:
- Required Fields
  - Gateway Account = Gateway ID
  - Payment Method = Credit Card; Direct Debit
  - Require CVC = TRUE

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 > Home page
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

Enable Webhook Listener

In the next step, we will 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 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.

Click Edit.

Enabled these Apex Classes
- PosiPay.CommonFunction
- PosiPay.StripeFormComponentController
- PosiPay.WebhookListener

Webhook Object Access

Go to 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.

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. If you are using Stripe Billing 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 the Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions (note that you don’t need to use subscriptions to access Smart Retries on Invoices).

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.