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Permission Sets

Assigned the User to the System Administrator to have access to the Objects of PosiPay.

  • Go to Set up Home page > Click User under the Administration > Users > User,User

  • After clicking the User,User click the Permission Set Assignment

  • Choose PosiPay and click add to Enabled Permissions Sets then click save. You have access of all objects and fields in the PosiPay org.

Gateway Authentication Process

After setting up the PosiPay to System Administration, we have now the access to the Objects.

  • Click the App Launcher and search for Gateway Accounts

  • Create Gateway Accounts by clicking the “New” button and filling in the necessary details then click Save.

o   While creating Gateway Accounts or updating the API Token or Publishable Key. Make sure to disable the Active field, or other wise you will hit an error.

  • Click the “Gateway Account Authentication” to authenticate the account.

  • After clicking, a confirmation message will appear.

Once the Gateway Account is authenticated, the API Token Value and Publishable Key will be not visible, and the account will be activated.

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