Roles
Roles are a part of the Visibility groups’ feature that allow the admin user to categorize other users and dictate what items they will be allowed access to see.
Get all roles
/v1/roles
Returns all the roles within the company.
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
Response
OK
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Get one role
/v1/roles/{id}
Returns the details of a specific role.
Path parameters
id
integer
required
The ID of the role
Response
OK
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List role assignments
/v1/roles/{id}/assignments
Returns all users assigned to a role.
Path parameters
id
integer
required
The ID of the role
Query parameters
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
Response
OK
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List role settings
/v1/roles/{id}/settings
Returns the visibility settings of a specific role.
Path parameters
id
integer
required
The ID of the role
Response
OK
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List pipeline visibility for a role
/v1/roles/{id}/pipelines
Returns the list of either visible or hidden pipeline IDs for a specific role. For more information on pipeline visibility, please refer to the Visibility groups article.
Path parameters
id
integer
required
The ID of the role
Query parameters
visible
boolean
Whether to return the visible or hidden pipelines for the role
Default
true
Response
OK
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Add a role
/v1/roles
Adds a new role.
Body parameters
application/json
name
string
required
The name of the role
parent_role_id
integer
The ID of the parent role
Response
OK
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Add role assignment
/v1/roles/{id}/assignments
Assigns a user to a role.
Path parameters
id
integer
required
The ID of the role
Body parameters
application/json
user_id
integer
required
The ID of the user
Response
OK
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Add or update role setting
/v1/roles/{id}/settings
Adds or updates the visibility setting for a role.
Path parameters
id
integer
required
The ID of the role
Body parameters
application/json
setting_key
string
required
Values
deal_default_visibility
lead_default_visibility
org_default_visibility
person_default_visibility
product_default_visibility
value
integer
required
Possible values for the default_visibility setting depending on the subscription plan:
| Value | Description |
|---|---|
1 | Owner & Followers |
3 | Entire company |
| Value | Description |
|---|---|
1 | Owner only |
3 | Owner's visibility group |
5 | Owner's visibility group and sub-groups |
7 | Entire company |
Read more about visibility groups here.
Values
1
3
5
7
Response
OK
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Update role details
/v1/roles/{id}
Updates the parent role and/or the name of a specific role.
Path parameters
id
integer
required
The ID of the role
Body parameters
application/json
parent_role_id
integer
The ID of the parent role
name
string
The name of the role
Response
OK
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Update pipeline visibility for a role
/v1/roles/{id}/pipelines
Updates the specified pipelines to be visible and/or hidden for a specific role. For more information on pipeline visibility, please refer to the Visibility groups article.
Path parameters
id
integer
required
The ID of the role
Body parameters
application/json
visible_pipeline_ids
object
required
The pipeline IDs to make the pipelines visible (add) and/or hidden (remove) for the specified role. It requires the following JSON structure: { "add": "[1]", "remove": "[3, 4]" }.
Response
OK
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Delete a role
/v1/roles/{id}
Marks a role as deleted.
Path parameters
id
integer
required
The ID of the role
Response
OK
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Delete a role assignment
/v1/roles/{id}/assignments
Removes the assigned user from a role and adds to the default role.
Path parameters
id
integer
required
The ID of the role
Body parameters
application/json
user_id
integer
required
The ID of the user
Response
OK
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