API Reference

Assign contact to client

post
https://api.anduin.app/api/v1/idm//contacts//assign-client

Assign a client to a contact.

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Path Params
string
required

The ID of the Firm object

string
required

The Anduin ID or Tracking ID of the Contact object

Body Params
string
required

Anduin ID or Tracking Id of the Client

string
enum
Defaults to custom

Indicate whether the contact should receive invitation emails for this client and investment entities. Allowed values:

  • custom: allows permissions to be modified individually at the investment entity level.
  • yes: contacts will receive future subscription invitation from Anduin.
  • no: contacts will not receive future subscription invitation from Anduin.
Allowed:
string
enum
Defaults to custom

Indicate whether the contact should receive document requests for this client and investment entities. Allowed values:

  • custom: allows permissions to be modified individually at the investment entity level.
  • yes: contacts will receive future document requests from your firm.
  • no: contacts will not receive future document requests from your firm.
Allowed:
string
enum
Defaults to custom

Indicate whether the contact should have access to the profile of investment entities of this client. Allowed values:

  • custom: allows permissions to be modified individually at the investment entity level
  • view: contact can view and use profiles in relevant workflows
  • noaccess: contact can't view or use profiles in relevant workflows
Allowed:
boolean

Indicate whether the contact should be automatically assigned to all investment entities of the client.

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Updated 5 days ago

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Updated 5 days ago