Sorry, we didn't find any relevant articles for you.

Send us your queries using the form below and we will get back to you with a solution.

Which users require Payments2Us Permission Sets?

Payments2Us is a Site Based License.  This means that all users that you give permissions to, can use Payments2Us.

It is imperative that all users that are using Payments2us have a Payments2Us Permission Set.

A user is anyone using any of the features of Payments2Us.  This includes:

  • Those transacting a Payment - For example using the Checkout, Membership renewals, Card Update, Events Module, Transact Payment, Batch Entry, Import Files, Refunds etc. etc.
    NOTE: If you add Transact Payment or other Lightning Web Components to the a Page Layout such as a Contact, then all users that can view that Contact Page Layout should have a Payments2Us Permission Set
  • Those using Payments2Us Data Validation tools/buttons to enter or update addresses on Accounts/Contacts/Leads
  • Those users that need to see/report on Payments2Us Objects, such as Payment Txns, Memberships, Event Tickets etc.
  • Experience Cloud Users that are using the Payment2Us Components
  • Force.com Sites that have our Checkout Form

It is particularly important that the users that start the Batch Processor, Recurring Payment Processor or Xero Sync Processor have a Payments2Us Admin Permission Set.

Also see:

NOTE: For Experience Cloud external facing pages, the setup/security is the same as the Force.com Sites User.

 

Updated at October 8th, 2024

Was this article helpful?