Permission Requirements

Configuring the Site with Proper Permissions

Guest User Permission Configuration

Before a user can utilize the Check Capture Submission User Interface, the appropriate permissions must be granted to the Guest User.

To update the permissions of the Guest User, please follow these steps:

  1. Click the Gear icon on the top right-hand corner of the window.
  2. Click "Setup".
  3. In the left-hand side input box type "Sites".
  4. Click the navigation item labeled "Sites".
  5. Click on the Site Label titled "Mobile Check Capture" (unless named differently).
  6. Click "Public Access Settings".
  7. Click "Edit".

Custom Object Specific Permissions

Once you have accessed the Public Access Settings record, the Custom Object Permissions must be changed. To make the change, please follow these steps:

  1. Within the section titled "Custom Object Permissions", place a checkmark in the Read, Create, and Edit boxes of the Custom Object named "Check Capture Submission.
  2. Click "Save".

Apex Class Access Permissions

Upon update of the Custom Object Permission, the Salesforce Administrator or Developer must enable the Guest User to access Mobile Capture specific Apex Classes. To do so, please follow these steps:

  1. Within the section titled "Enabled Apex Class Access", click "Edit".
  2. Holding down the Control Key or Shift Key on the keyboard, please highlight the following Classes:
  • c21mcc.C21CheckAPIImageResponse
  • c21mcc.C21CheckCaptureSubmission
  • c21mcc.C21CheckCaptureSubmissionHandler
  • c21mcc.C21CheckForceApiService
  • c21mcc.C21CheckForceApiServiceMock
  • c21mcc.C21CheckForceApiServiceOCR
  • c21mcc.C21ContentVersionTriggerHandler
  • c21mcc.C21EnvironmentCheck
  • c21mcc.C21ProcessRearImage
  • c21mcc.C21sObjectInformation
  • c21mcc.C21TriggerHandler
  • c21mcc.C21UploadController
  • c21mcc.C21UploadControllerLWC
  1. Click the Right Arrow to "Add" the Classes to the "Enabled Apex Classes" multi-picklist section.
  2. Click "Save".

Visualforce Page Access Permissions

As the final step in the process, the Salesforce Administrator or Developer must ensure the Guest User has access to the Payology Mobile Check Capture Visualforce Page. To do so, please follow these steps:

  1. Within the section titled "Enabled Visualforce Page Access", click "Edit".
  2. Click on c21mcc.C21CheckUpload.
  3. Click the Right Arrow to "Add" the Classes to the "Enabled Visualforce Pages" multi-picklist section.
  4. Click "Save".

Next Steps

To continue the configuration process, external developers (i.e. Full Stack, Java, JS, etc) may want to learn how they can direct users to the site and pass tokenized data for record processing. For detailed information on the token usage when directing users to the Mobile Check Capture site, please see the next section, labeled Directing Users to the Site.