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 the Quick Find box in the Setup Homepage search Profiles under Administration
Click Stripe Form Profile and click Apex Class Access
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
Next place to go: Step 4 - Stripe Setup - PosiPay