Setup Wizard

The Setup & Health Check wizard (Pinion Admin → Settings → Setup & Health) is a health-check dashboard that tells you what post-install configuration is done and what’s left. Each step runs a live server-side check and reports one of Not started · Done · Action required · Needs attention; re-opening the wizard re-runs every check, so it doubles as an ongoing health check, not just a one-time setup flow.

The steps

  1. Assign permission sets. Checks that the running admin holds the required Pinion permission sets (Administrator, User) and lists any missing. Assign permission sets assigns the missing ones to the running admin. See Personas & Permission Sets.
  2. License activation. Checks that an active Pinion license exists; Action required links to the License page to activate a key. See Licensing & Feature Gates.
  3. Connect Hosted MCP (Pinion+). Gated to Pinion+ — on a base org it shows an upgrade link. On Plus it runs live MCP detection (the packaged External Client App, its OAuth policy and scopes, the MCP-user permission set, and the MCP server + its tools) and surfaces a per-item checklist, linking to Setup → MCP Servers. See AI Assistant Access.