API Docs / Schemas / RoleInfo

RoleInfo

Information about a user's role within a tenant, including permissions and special designations

Properties

Name Type Description
codestring

The code of the custom role, when Type is Custom. Null for system roles.

The code of the custom role, when Type is Custom. Null for system roles.

namestring

The display name of the user's role within this tenant

The display name of the user's role within this tenant

typeenum

System Custom

System Custom

isOwnerboolean

Whether the user is the owner of the tenant.
This is computed from Tenant.OwnerUserId.

Whether the user is the owner of the tenant.
This is computed from Tenant.OwnerUserId.

isClientManagerboolean

Whether the user is a client manager within the tenant

Whether the user is a client manager within the tenant

isPartnerboolean

Whether the user is a partner within the tenant

Whether the user is a partner within the tenant

isAssociateboolean

Whether the user is an associate within the tenant

Whether the user is an associate within the tenant

isRestrictedToTeamClientsboolean

Whether the user can only see clients belonging to their teams

Whether the user can only see clients belonging to their teams

isRestrictedToAssignedClientsboolean

Whether the user can only see clients where they are Manager, Partner, or Associate

Whether the user can only see clients where they are Manager, Partner, or Associate

isRestrictedToOwnTimeboolean

Whether the user can only see and edit their own time entries

Whether the user can only see and edit their own time entries

isPaidForTrackedTimeboolean

Whether the practice pays this user for their tracked time (contract basis) —
puts them on the Unpaid Time pay surfaces

Whether the practice pays this user for their tracked time (contract basis) —
puts them on the Unpaid Time pay surfaces

teamsarray of CodeAndNameDto

Teams the user is a member of

Teams the user is a member of

permissionsobject

The capabilities granted for each permissible entity (Clients, Tasks, etc.) within the tenant.
Each entry lists the granted capabilities individually — there is no implicit hierarchy, so
"Delete" does not imply "ViewAll". An entry containing "Admin" grants every capability.
Entities the role grants nothing on are omitted.

The capabilities granted for each permissible entity (Clients, Tasks, etc.) within the tenant.
Each entry lists the granted capabilities individually — there is no implicit hierarchy, so
"Delete" does not imply "ViewAll". An entry containing "Admin" grants every capability.
Entities the role grants nothing on are omitted.

JSON Example

{
  "code": "string",
  "name": "string",
  "type": "System",
  "isOwner": false,
  "isClientManager": false
}

Contained in Schemas