Administration

Most of Pinion’s behavior is data you configure, not code you write. This section is the reference for the org-wide settings and operational controls — the knobs an admin owns that aren’t specific to one product, rule, or quote.

Where admin configuration lives

• The Pinion Admin app — the launcher for everything below: Configurator Settings, Approvals, licensing, the Setup Wizard, and (on Pinion+) Config Promotion. You reach it from the App Launcher → Pinion Admin.
• ConfiguratorSettings__mdt — a singleton custom-metadata record (the Default record) that holds the org-wide switches: which line object Pinion writes to, the kill switches, lifecycle defaults, a few performance knobs, and the default theme. You edit it through the admin UI, not by hand in Setup. See Configurator Settings.
• A handful of custom settings / objects for narrower concerns — BypassSettings__c (trigger bypass), AuditTrailSettings__c (audit logging), PinionLicense__c (the activated license), ErrorLog__c (the error sink).

Who administers Pinion

Admin work requires the Pinion Administrator permission set — the only set that grants the full configuration surface (rules, pricing, bundles, attributes, licensing, config promotion, deploy logs). The other packaged sets are narrower personas. See Personas & Permission Sets.

What’s in this section

• Configurator Settings — target-object mode, grouping, performance knobs, theme.
• Kill Switches — the Disable… toggles and when to reach for them.
• Lifecycle Defaults — stages, record types, uplift, proration for renewals/amendments.
• Personas & Permission Sets — the nine packaged sets and the paid/free model.
• Licensing & Feature Gates — activating a license and how tier gating enforces.
• Setup Wizard — the post-install health check.
• Scheduled Jobs — the batch jobs, and which ones you must schedule yourself.
• Trigger Bypass — BypassSettings__c for data loads.
• Audit & Error Logs — engine-write logging and the error sink.

Related

• Licensing & Tiers — what the two tiers include (the what; this section is the how).
• The Big Picture — the pricing kernel these settings feed inputs to.