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
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}
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