Moraware Permissions

To setup an account for PinPoint you will need to create a new Role and a new User.

Create a New Role

1. Log into Moraware with an admin account
2. Click on "Settings"
3. Click on "Users & Roles"
4. Click on "Roles"
5. Click on "Create"
6. Give it a name "PinPoint Role"
7. Select the following permissions
   1. Account
      1. Accounts: Read
      2. Account Addresses: Read
   2. Job/Lead
      1. Jobs/Leads: Read
      2. Contacts: Read
      3. Address: Read
      4. Activities: Read, Update
      5. Files: Create, Read, Update
   3. Administration
      1. Shared Saved Views and Reports: Full Control
      2. Job Settings: Read
      3. Assignees: Read
      4. API Requests: Full Control
8. Click on "Save"

Create a New User

1. Log into Moraware with an admin account
2. Click on "Settings"
3. Click on "Users & Roles"
4. Click on "Users"
5. Click on "Create"
6. Make the username "PinPoint" and set the password
7. Check off "Login from anywhere" and "Must Change Password"
8. Set the Role to "PinPoint Role"
9. Click "Save"
10. Let your onboarding specialist know the password you set for the account.