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