advisory-firm-templates
7 endpoints.
- GET
/api/v1/advisory-firms/{firm_id}/templatesList firm templates - POST
/api/v1/advisory-firms/{firm_id}/templatesCreate a firm template - DELETE
/api/v1/advisory-firms/{firm_id}/templates/{template_id}Delete a firm template - GET
/api/v1/advisory-firms/{firm_id}/templates/{template_id}Get a firm template - PATCH
/api/v1/advisory-firms/{firm_id}/templates/{template_id}Update a firm template - POST
/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deployDeploy a firm template to selected client businesses - GET
/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deploymentsList deployment history for a template