-
POST Create ClientCreates a new Client for the specified tenant. Requires: Create on Clients./tenants/{tenant}/clients
-
GET List ClientsLists Clients for the given tenant. Supports filtering by manager, partner, associate, status, type, service, and search term. Optionally apply a sav.../tenants/{tenant}/clients
-
PATCH Bulk Update ClientsUpdates multiple clients at once. Supports updating partner, manager, associate, PCL sent status, client status, and contact preferences (post, teleph.../tenants/{tenant}/clients
-
GET Get ClientGets a Client for the specified tenant. Requires: ViewAll on Clients./tenants/{tenant}/clients/{code}
-
PUT Update ClientUpdates a Client for the specified tenant. Requires: Update on Clients./tenants/{tenant}/clients/{code}
-
DELETE Delete ClientDeletes a Client for the specified tenant. Requires: Delete on Clients./tenants/{tenant}/clients/{code}
-
PUT Set Client LogoReplaces the client's logo with the uploaded image (multipart/form-data, field 'file': PNG, JPEG or SVG up to 2 MB). The image is stored at a public w.../tenants/{tenant}/clients/{code}/logo
-
DELETE Remove Client LogoRemoves the client's logo, so the client is shown with its generated badge again. Returns the updated client. Requires: Update on Clients./tenants/{tenant}/clients/{code}/logo
-
POST Resolve Email RecipientsResolves email recipient configuration (contact types, user roles, static emails) to actual email addresses for the specified client. Returns deduplic.../tenants/{tenant}/clients/{code}/resolve-recipients
-
GET Task SummaryReturns a count of top-level tasks grouped by status for the specified client (excludes child tasks) Requires: ViewAll on Tasks./tenants/{tenant}/clients/{code}/tasks/summary
-
GET List Third-Party MappingsReturns a paged list of clients with their accounting, direct debit, AML and document storage folder mappings. Use the 'unmapped' query parameter to f.../tenants/{tenant}/clients/third-party-mappings
-
PATCH Update Third-Party MappingUpdates the accounting, direct debit and/or AML mapping identifiers for a single client. Requires: Update on Clients./tenants/{tenant}/clients/{code}/third-party-mappings
