advisory-firm-teams
Team management within advisory firms — assign staff to teams and manage client access.
15 endpoints.
-
GET
/api/v1/advisory-firms/{firm_id}/teamsList firm teams -
POST
/api/v1/advisory-firms/{firm_id}/teamsCreate team -
DELETE
/api/v1/advisory-firms/{firm_id}/teams/{team_id}Delete team -
GET
/api/v1/advisory-firms/{firm_id}/teams/{team_id}Get team details -
PATCH
/api/v1/advisory-firms/{firm_id}/teams/{team_id}Update team -
POST
/api/v1/advisory-firms/{firm_id}/teams/{team_id}/businessesAdd business to team -
DELETE
/api/v1/advisory-firms/{firm_id}/teams/{team_id}/businesses/{business_id}Remove business from team -
POST
/api/v1/advisory-firms/{firm_id}/teams/{team_id}/membersAdd team member -
DELETE
/api/v1/advisory-firms/{firm_id}/teams/{team_id}/members/{user_id}Remove team member -
GET
/api/v1/advisory-firms/{firm_id}/users/{user_id}/accessible-businessesList accessible businesses -
GET
/api/v1/advisory-firms/{firm_id}/users/{user_id}/assignmentsList staff assignments -
POST
/api/v1/advisory-firms/{firm_id}/users/{user_id}/assignmentsCreate staff assignment -
PUT
/api/v1/advisory-firms/{firm_id}/users/{user_id}/assignmentsBulk set assignments -
DELETE
/api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments/{assignment_id}Delete assignment -
PATCH
/api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments/{assignment_id}Update assignment