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.
/v1/roles
Returns all the roles within the company.
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
OK
/v1/roles/{id}
Returns the details of a specific role.
id
integer
required
The ID of the role
OK
/v1/roles/{id}/assignments
Returns all users assigned to a role.
id
integer
required
The ID of the role
start
integer
Pagination start
Default
0
limit
integer
Items shown per page
OK
/v1/roles/{id}/settings
Returns the visibility settings of a specific role.
id
integer
required
The ID of the role
OK
/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.
id
integer
required
The ID of the role
visible
boolean
Whether to return the visible or hidden pipelines for the role
Default
true
Values
true
false
OK
/v1/roles
Adds a new role.
application/json
name
string
required
The name of the role
parent_role_id
integer
The ID of the parent role
OK
/v1/roles/{id}/assignments
Assigns a user to a role.
id
integer
required
The ID of the role
application/json
user_id
integer
required
The ID of the user
OK
/v1/roles/{id}/settings
Adds or updates the visibility setting for a role.
id
integer
required
The ID of the role
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 |
Values
1
3
5
7
OK
/v1/roles/{id}
Updates the parent role and/or the name of a specific role.
id
integer
required
The ID of the role
application/json
parent_role_id
integer
The ID of the parent role
name
string
The name of the role
OK
/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.
id
integer
required
The ID of the role
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]" }
.
OK
/v1/roles/{id}
Marks a role as deleted.
id
integer
required
The ID of the role
OK
/v1/roles/{id}/assignments
Removes the assigned user from a role and adds to the default role.
id
integer
required
The ID of the role
application/json
user_id
integer
required
The ID of the user
OK