People

Investors

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

Operations (21)

• GETList investors
• POSTCreate an investor
• POSTCreate many investors
• POSTActivate many investors
• POSTSuspend many investors
• GETGet an investor
• PATCHUpdate an investor
• DELETEDeactivate an investor
• GETList the classifications an investor holds
• POSTGive an investor a classification
• PUTReplace an investor's manual classifications
• DELETETake a classification from an investor
• POSTActivate an investor
• POSTSuspend an investor
• POSTSend an investor their invitation
• POSTSet an investor's single sign-on id
• POSTSet an investor's key contact
• GETList an investor's emails
• GETGet an investor's email
• GETList an investor's appropriateness tests
• GETGet an investor's appropriateness test

Deprecated (7)

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

• POSTBulk create investors (deprecated)Deprecated
• GETList an investor's groups (deprecated)Deprecated
• PATCHSet an investor's statusDeprecated
• POST(Re)send investor invitationDeprecated
• PATCHBulk set investor statusDeprecated
• PUTSet an investor's SSO idDeprecated
• PUTAssign an investor's key contactDeprecated