latestOpenAPI 3.0.12026-08-18208389631.4 KB

e41a7579fb3f

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

AdvisorUserInvitations1

Agencies2

AgencyImages3

ApplicationOutputs2

Applications3

ASBAgencyUsers4

Assets2

Branding13

CaseCentralToKonnexMeData1

Ceres1

ClientReviewReport3

CRS1

EmailClientStatusUpdate1

ExternalFmoAgencyUsers4

Files6

FireLight4

Fmos2

Folders9

GDrive29

Incomes1

InsuranceAccounts2

InternalMigration6

InvestmentAccounts2

Leads6

Liabilities1

People9

PeopleFTK3

PersonElectronicContacts1

PersonEmailAddresses2

PersonInformationRequests1

PersonMerge1

PersonNotes1

PersonPhoneNumbers1

PersonPhysicalAddresses1

PersonSocialSecurity2

Registration6

SalesForce15

TalkDesk5

TextNotificationConsumers2

TextNotificationHistories2

UserEmails3

UserRoles1

Users13

getGet portal user by ID or search term from Portal search query
getGet portal user by ID or search term from Portal search query
getGet Users by First Name in EmailClient Impersonation
getReturns a list of portal applications
getReturns a list of user permissions for the current user
getReturns a list of user permissions
postCreates or updates a user
deleteSoft deletes a user
getGet two factor code by user id
getGet authorized users
getReturns a list of authorized Portal users with data for the logged-in portal user
postSaves user Portal Customization options
getGet all Investment, Insurance that the given portal user can view for Orion connection

VaultUser1

VaultUser2FA9

VaultUserPermissions1

Zapier1

Users

Get portal user by ID or search term from Portal search query

get/v2/Users

Query parameters

searchTermstring

pageinteger

pageSizeinteger

Response

List of users

totalResultsinteger