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API Reference

People›
  • Investors28
  • Investor Notes5
  • Investor Preferences15
  • Internal Users21
    • GETList internal users
    • POSTInvite an internal user
    • GETGet an internal user
    • PATCHUpdate an internal user
    • DELETEDeactivate an internal user
    • POSTActivate many internal users
    • POSTSuspend many internal users
    • GETList the roles an internal user holds
    • POSTGive an internal user a role
    • PUTReplace an internal user's roles
    • DELETETake a role from an internal user
    • POSTActivate an internal user
    • POSTSuspend an internal user
    • POSTSend an internal user their invitation
    • POSTSet an internal user's single sign-on id
    • PATCHSet an internal user's status
    • POST(Re)send internal user invitation
    • PATCHBulk set internal user status
    • PUTSet an internal user's SSO id
    • GETList an internal user's emails
    • GETGet an internal user's email
  • User Invites14
  • Entrepreneurs4
  • Groups10
  • User Data Capture13
  • Account7
Onboarding & compliance›
  • Onboarding28
  • Onboarding Flows15
  • Flow Templates3
  • Onboarding Sessions12
  • Classifications17
  • KYC17
Deals›
  • Deals68
  • Deal Comments7
  • Deal Q&A11
  • Deal Enquiries7
  • Deal Feedback6
  • Deal Tranches6
  • Deal Tab Types2
  • Locations2
Transactions›
  • Transactions2
  • Investments5
  • Journey Events6
  • Transaction Workflows14
  • Workflow Steps9
  • Step Config Overrides5
  • Classification Requirements6
  • Step Document Uploads3
  • External Investors4
  • Edit Requests5
  • Investor Actions2
  • Audit Entries3
Forms›
  • Forms45
Documents›
  • Documents36
  • Folders21
  • Investor Custom Folders4
  • Folder Imports6
  • Document Mass Uploads11
  • Document Templates10
  • Document Renders2
  • Signatures24
Portfolio›
  • Portfolio196
Content & communications›
  • Org Content50
  • Banners5
  • Notifications6
  • Distribution Lists13
  • CC Lists9
  • Email Templates8
  • Email Themes3
  • Communications6
Organisation›
  • Settings6
  • Branding19
  • Dashboards7
  • Organisation Roles9
  • Organisation Permissions3
  • Approval Workflows6
  • Approval Requests2
  • Support1
Analytics›
  • Analytics13
Platform›
  • Jobs3
  • Currencies2
  • MCP1
  • System4
  • Changelog
  • Support
API v2Internal Users

People

Internal Users

The organisation's internal-staff directory (internal-type users): directory, profile, lifecycle (status, delete), roles, 2FA, SSO id, key-contact, and email log.

Operations (17)

  • GETList internal users
  • POSTInvite an internal user
  • GETGet an internal user
  • PATCHUpdate an internal user
  • DELETEDeactivate an internal user
  • POSTActivate many internal users
  • POSTSuspend many internal users
  • GETList the roles an internal user holds
  • POSTGive an internal user a role
  • PUTReplace an internal user's roles
  • DELETETake a role from an internal user
  • POSTActivate an internal user
  • POSTSuspend an internal user
  • POSTSend an internal user their invitation
  • POSTSet an internal user's single sign-on id
  • GETList an internal user's emails
  • GETGet an internal user's email

Deprecated (4)

These still work but have a replacement; see each operation for its sunset date.

  • PATCHSet an internal user's statusDeprecated
  • POST(Re)send internal user invitationDeprecated
  • PATCHBulk set internal user statusDeprecated
  • PUTSet an internal user's SSO idDeprecated

Docs

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  • MCP server
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Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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