Developers
Set your API contextPick a region and space ID once. Every sample fills in your base URL.
Where do I find these?

In Coevera: open your space's API application and choose Show Access. It shows the space ID and the base URL, whose host starts with your region.

From the API: if you know the space ID, the discovery endpoint GET /api/discovery/spaces/{space_id} returns its region and base URLs, without credentials.

Only the region and space ID are kept, in this browser. Never paste a key or password here.

More in the quickstart

REST APIUsers, roles, units and permissionsMasterRights

MasterRights

MasterRights: list, get, create, update and delete, plus batch operations.

The summaries on this page are generated from the specification; written descriptions come with the next releases of the reference.

MethodPathOperation
GET/entities/MasterRightsList MasterRights
POST/entities/MasterRightsCreate MasterRight
GET/entities/MasterRights/{id}Get MasterRight
PATCH/entities/MasterRights/{id}Update MasterRight
DEL/entities/MasterRights/{id}Delete MasterRight
POST/entities/MasterRights/batch-modifyCreate or update MasterRights in a batch
POST/entities/MasterRights/batch-deleteDelete MasterRights in a batch
POST/entities/MasterRights/batch-restoreRestore deleted MasterRights

GET List MasterRights

Returns the MasterRights the API application can read, one page at a time. In the list envelope, total counts every match and page_info pages through them.

Query parameters

NameTypeDescription
include-deletedbooleanInclude soft-deleted records. Lists only; get-by-id refuses it.
firstintegerPage size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117.
lastintegerReturn the last N records of the result; together with first, the last N of the first M. Maximum 100.
beforestringCursor from page_info.start_cursor, to page backwards. URL-encode it.
afterstringCursor from page_info.end_cursor of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space.
expandstringRelated records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in account_relations.account.
order-bystringFields to sort by, comma-separated. A leading - sorts descending, as in -modified; dotted paths sort by related fields.
filterobjectfilter[field]=value. Separate several values with a raw comma (OR), as in filter[name]=north,south. Encode a comma that belongs to a value as %2C. URLSearchParams and Python requests encode every comma, so build the filter part of the query string yourself. Dotted paths filter on related records, as in filter[owner.email]. Encode a + in a value as %2B: query values are form-decoded, so a raw + becomes a space.
filter-opobjectfilter-op[field]=operator, one per field: eq (the default), ieq, not-eq, not-ieq, contains, icontains, starts, istarts, ends, iends, gt, gte, lt, lte, between, null, not-null, empty and not-empty. null, not-null, empty and not-empty take no filter value; gt, gte, lt and lte take exactly one.
load-onlystringFields to return, comma-separated (raw or encoded commas both work here); dots select nested fields, as in owner.id. All fields are returned without it. Lists only: get-by-id refuses it with HTTP 400, code 118.

Responses

200 Page of MasterRight records.: success, total, page_info, data 400 Bad request 401 Not authenticated 429 Rate limited 500 Server error

GET /entities/MasterRights
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights",
    params={
      "first": "10",
      "filter[name]": "north",
      "filter-op[name]": "icontains"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create MasterRight

Creates one record and answers 201 with it.

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The new record's fields. Relations are set by id. Schema createMasterRightInput; the fields are in MasterRight fields. Required: name.

Responses

201 The created MasterRight record.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

POST /entities/MasterRights
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Northwind master right"
}'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    name: 'Northwind master right'
  })
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "name": "Northwind master right"
    }
)

GET Get MasterRight

Returns one record by id. expand returns related records inline instead of their URIs.

Path parameters

NameTypeDescription
idstring (uuid)Id of the MasterRight record to retrieve. Required

Query parameters

NameTypeDescription
expandstringRelated records to return inline instead of their URIs, comma-separated; dots reach nested relations. The only parameter this call accepts.

Responses

200 The MasterRight record.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

GET /entities/MasterRights/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001",
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

PATCH Update MasterRight

Changes the fields you send and leaves the rest as they are; there is no PUT.

Path parameters

NameTypeDescription
idstring (uuid)Id of the MasterRight record to update. Required

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The fields to change. Schema updateMasterRightInput; the fields are in MasterRight fields.

Responses

200 The changed MasterRight record.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

PATCH /entities/MasterRights/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001' \
  --request PATCH \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Northwind master right (renamed)"
}'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001', {
  method: 'PATCH',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    name: 'Northwind master right (renamed)'
  })
})
import os

import requests

response = requests.patch(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "name": "Northwind master right (renamed)"
    }
)

DEL Delete MasterRight

Deletes one record and answers with its id.

Path parameters

NameTypeDescription
idstring (uuid)Id of the MasterRight record to delete. Required

Responses

200 Deletion confirmation.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

DEL /entities/MasterRights/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001' \
  --request DELETE \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001', {
  method: 'DELETE',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.delete(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/6c000000-0000-4000-a000-000000000001",
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create or update MasterRights in a batch

An item with an id updates that record; an item without one creates a record. By default one invalid item fails the whole call with HTTP 422 and nothing is written; with rollback-method=1 the response has an id or an error for each item, in input order.

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of records: an item with an id updates, an item without one creates. Schema batchMasterRightInput; the fields are in MasterRight fields. Required: name.

Responses

200 Result per item, in request order: the id of the created or updated record, or the error.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

POST /entities/MasterRights/batch-modify
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-modify' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  {
    "name": "Northwind master right"
  },
  {
    "id": "6c000000-0000-4000-a000-000000000001",
    "name": "Northwind master right (renamed)"
  }
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-modify', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify([
    {
      name: 'Northwind master right'
    },
    {
      id: '6c000000-0000-4000-a000-000000000001',
      name: 'Northwind master right (renamed)'
    }
  ])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-modify",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      {
        "name": "Northwind master right"
      },
      {
        "id": "6c000000-0000-4000-a000-000000000001",
        "name": "Northwind master right (renamed)"
      }
    ]
)

POST Delete MasterRights in a batch

Deletes the records whose ids are in the body, a JSON array. By default an unknown id fails the whole call with HTTP 404.

Query parameters

NameTypeDescription
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the deleted record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

POST /entities/MasterRights/batch-delete
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-delete' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "6c000000-0000-4000-a000-000000000001",
  "6c000000-0000-4000-a000-000000000002"
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-delete', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['6c000000-0000-4000-a000-000000000001', '6c000000-0000-4000-a000-000000000002'])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-delete",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "6c000000-0000-4000-a000-000000000001",
      "6c000000-0000-4000-a000-000000000002"
    ]
)

POST Restore deleted MasterRights

Restores the deleted records whose ids are in the body, a JSON array.

Query parameters

NameTypeDescription
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the restored record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

POST /entities/MasterRights/batch-restore
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-restore' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "6c000000-0000-4000-a000-000000000001",
  "6c000000-0000-4000-a000-000000000002"
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-restore', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['6c000000-0000-4000-a000-000000000001', '6c000000-0000-4000-a000-000000000002'])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/MasterRights/batch-restore",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "6c000000-0000-4000-a000-000000000001",
      "6c000000-0000-4000-a000-000000000002"
    ]
)

MasterRight fields

FieldTypeNotes
iduuidRead-only Unique identifier of entity.
namestringRequired on create Name of the entity and its default text representation.
access_account_relation_typesbooleanAllows users with this role to manage account hierarchy types, account and contact relation types and account roles in Administration.
access_accountsbooleanShows the Accounts screen to users with this role.
access_ai_automatizerbooleanAllows users with this role to use the AI assistant that builds and describes automation processes, when the feature is enabled for the space.
access_ai_online_formsbooleanAllows users with this role to use the AI assistant that creates online forms, when the feature is enabled for the space.
access_ai_record_detailbooleanAllows users with this role to use AI summaries and suggested actions on record detail screens, when the feature is enabled for the space.
access_ai_record_enrichmentbooleanAllows users with this role to use AI to prefill new accounts, contacts and leads from an email, when the feature is enabled for the space.
access_ai_relationship_chartsbooleanAllows users with this role to use AI-suggested org charts and account hierarchies, when the feature is enabled for the space.
access_ai_reportsbooleanAllows users with this role to use the AI assistant that builds reports, when the feature is enabled for the space.
access_ai_smart_fieldbooleanAllows users with this role to use AI smart fields, whose values are generated by AI, when the feature is enabled for the space.
access_appointment_schedulerbooleanAllows users with this role to publish appointment schedules that let others book meetings with them, when the feature is enabled for the space.
access_appointment_scheduler_managementbooleanAllows users with this role to manage appointment schedules of other users.
access_approval_processesbooleanAllows users with this role to create approval processes and manage their own, when approval processes are enabled for the space.
access_approval_processes_managementbooleanAllows users with this role to manage approval processes owned by other users.
Show all 178 fields
FieldTypeNotes
access_approvalsbooleanAllows users with this role to open the Approvals screen and act on approval requests, when approval processes are enabled for the space.
access_archivebooleanAllows users with this role to open the Archive screens listing lost, closed and archived records.
access_auditbooleanAllows users with this role to open the Audit screen.
access_audit_logbooleanAllows users with this role to view the audit log of changes made in the space.
access_bottom_menu_customizationbooleanWhether users with this role may reorder and pin their own bottom menu ("Users can customize the bar").
access_bulk_updatebooleanAllows users with this role to update many records at once with bulk update.
access_callingbooleanAllows users with this role to make calls through the calling integration, when the feature is enabled for the space.
access_calling_company_phoneintegerWhich company phone numbers users with this role can use for calls and text messages: none (NoAccess), those in allowed_company_phones (Selected) or all (All).0 NoAccess · 1 Selected · 2 All
access_calling_purchase_phonebooleanAllows users with this role to purchase and manage company phone numbers for the calling integration.
access_company_emailsintegerWhich shared company email accounts users with this role can send from: none (NoAccess), those in allowed_company_emails (Selected) or all (All).0 NoAccess · 1 Selected · 2 All
access_contactsbooleanShows the Contacts screen to users with this role.
access_document_managementbooleanAllows users with this role to browse and work with documents in the Document Manager, when the feature is enabled for the space.
access_document_management_companybooleanAllows users with this role to manage company documents and folders that are not tied to a record.
access_document_management_recordbooleanAllows users with this role to create and edit the document folders used for records.
access_duplicate_checkerbooleanAllows users with this role to use the duplicate checker to find duplicate records, when the feature is enabled for the space.
access_email_notification_enforcementbooleanWhen true, users with this role get the email notification preferences from access_email_notification_settings and cannot change their own.
access_email_notification_settingsobjectDefault email notification preferences applied to users with this role (which events trigger an email and through which channel).
access_entity_accountintegerLevel of access to accounts for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_account_copybooleanAllows users with this role to create copies of existing accounts.
access_entity_account_deletebooleanAllows users with this role to delete accounts they can edit.
access_entity_account_directionintegerWhich accounts users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and its …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_account_privatebooleanAllows users with this role to own private accounts, which are visible only to their owner.
access_entity_account_tag_createbooleanAllows users with this role to create new tags for accounts.
access_entity_account_typesintegerWhether users with this role can work with all account types (All) or only with those in allowed_account_types (Selected).1 All · 2 Selected
access_entity_appointmentintegerLevel of access to appointments for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_appointment_deletebooleanAllows users with this role to delete appointments they can edit.
access_entity_appointment_directionintegerWhich appointments users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_appointment_tag_createbooleanAllows users with this role to create new tags for appointments.
access_entity_appointment_typesintegerWhether users with this role can work with all appointment types (All) or only with those in allowed_appointment_types (Selected).1 All · 2 Selected
access_entity_better_navigatorintegerLevel of access to Navigator screen layouts for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating …0 NoAccess · 1 Readonly · 4 All
access_entity_better_navigator_delete_not_ownedbooleanAllows users with this role to delete Navigator screen layouts owned by other users.
access_entity_better_navigator_delete_ownedbooleanAllows users with this role to delete Navigator screen layouts they own.
access_entity_better_navigator_sharing_custombooleanAllows users with this role to share their Navigator screen layouts with selected users and sales units.
access_entity_better_navigator_sharing_publicbooleanAllows users with this role to share their Navigator screen layouts with all users of the space.
access_entity_contactintegerLevel of access to contacts for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_contact_copybooleanAllows users with this role to create copies of existing contacts.
access_entity_contact_deletebooleanAllows users with this role to delete contacts they can edit.
access_entity_contact_directionintegerWhich contacts users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and its …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_contact_privatebooleanAllows users with this role to own private contacts, which are visible only to their owner.
access_entity_contact_tag_createbooleanAllows users with this role to create new tags for contacts.
access_entity_contact_typesintegerWhether users with this role can work with all contact types (All) or only with those in allowed_contact_types (Selected).1 All · 2 Selected
access_entity_dashboardintegerLevel of access to dashboards for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating their own (All).0 NoAccess · 1 Readonly · 4 All
access_entity_dashboard_delete_not_ownedbooleanAllows users with this role to delete dashboards owned by other users.
access_entity_dashboard_delete_ownedbooleanAllows users with this role to delete dashboards they own.
access_entity_dashboard_sharing_custombooleanAllows users with this role to share their dashboards with selected users and sales units.
access_entity_dashboard_sharing_publicbooleanAllows users with this role to share their dashboards with all users of the space.
access_entity_email_access_levelintegerWhich emails users with this role see on records, reports, feeds and automation.0 Default · 1 UsersAndSalesUnits
access_entity_email_allowedobjectAllow-list for access_entity_email_access_level = UsersAndSalesUnits: users and sales units (their Member users) whose emails stay visible.
access_entity_email_content_share_modeintegerHow users with this role can share the body of their emails: always private (PrivateOnly), always public (PublicOnly) or chosen per email (Custom).0 PrivateOnly · 1 Custom · 2 PublicOnly
access_entity_email_delete_not_ownedbooleanAllows users with this role to delete emails they neither own nor sent.
access_entity_email_link_to_accountsintegerWhether the email integration of users with this role links emails to the accounts of their recipients.0 Custom · 1 On · 2 Off
access_entity_email_link_to_accounts_by_domainintegerWhether the email integration of users with this role links emails to accounts whose website domain matches a recipient's email domain.0 Custom · 1 On · 2 Off
access_entity_email_link_to_contactsintegerWhether the email integration of users with this role links emails to the contacts of their recipients.0 Custom · 1 On · 2 Off
access_entity_email_sequenceintegerLevel of access to email sequences for users with this role, when email sequences are enabled for the space: none (NoAccess), only their own (Personal) or all …1 FullAccess · 2 Personal · 3 NoAccess
access_entity_email_templateintegerLevel of access to email templates for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating their own …0 NoAccess · 1 Readonly · 4 All
access_entity_email_template_create_delete_folderbooleanAllows users with this role to create and delete email template folders.
access_entity_email_template_delete_not_ownedbooleanAllows users with this role to delete email templates owned by other users.
access_entity_email_template_delete_ownedbooleanAllows users with this role to delete email templates they own.
access_entity_email_template_sharing_custombooleanAllows users with this role to share their email templates with selected users and sales units.
access_entity_email_template_sharing_publicbooleanAllows users with this role to share their email templates with all users of the space.
access_entity_forecastintegerLevel of access to forecasts for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating their own (All).0 NoAccess · 1 Readonly · 4 All
access_entity_forecast_delete_not_ownedbooleanAllows users with this role to delete forecasts owned by other users.
access_entity_forecast_delete_ownedbooleanAllows users with this role to delete forecasts they own.
access_entity_forecast_edit_not_ownedbooleanAllows users with this role to edit forecasts owned by other users.
access_entity_forecast_sharing_custombooleanAllows users with this role to share their forecasts with selected users and sales units.
access_entity_forecast_sharing_publicbooleanAllows users with this role to share their forecasts with all users of the space.
access_entity_form_viewintegerLevel of access to form views for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating their own (All).0 NoAccess · 1 Readonly · 4 All
access_entity_form_view_delete_not_ownedbooleanAllows users with this role to delete form views owned by other users.
access_entity_form_view_delete_ownedbooleanAllows users with this role to delete form views they own.
access_entity_form_view_sharing_custombooleanAllows users with this role to share their form views with selected users and sales units.
access_entity_form_view_sharing_publicbooleanAllows users with this role to share their form views with all users of the space.
access_entity_leadintegerLevel of access to leads for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_lead_copybooleanAllows users with this role to create copies of existing leads.
access_entity_lead_deletebooleanAllows users with this role to delete leads they can edit.
access_entity_lead_directionintegerWhich leads users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and its …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_lead_privatebooleanAllows users with this role to own private leads, which are visible only to their owner.
access_entity_lead_tag_createbooleanAllows users with this role to create new tags for leads.
access_entity_lead_typesintegerWhether users with this role can work with all lead types (All) or only with those in allowed_lead_types (Selected).1 All · 2 Selected
access_entity_message_tag_createbooleanAllows users with this role to create new tags for emails, memos and text messages.
access_entity_opptyintegerLevel of access to opportunities for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_oppty_copybooleanAllows users with this role to create copies of existing opportunities.
access_entity_oppty_deletebooleanAllows users with this role to delete opportunities they can edit.
access_entity_oppty_directionintegerWhich opportunities users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_oppty_privatebooleanAllows users with this role to own private opportunities, which are visible only to their owner.
access_entity_oppty_tag_createbooleanAllows users with this role to create new tags for opportunities.
access_entity_pipelineintegerWhich pipelines users with this role can work with: none (NoPipeline), those in allowed_pipelines (Selected), or all with or without access to pipeline step …0 NoPipeline · 1 Selected · 2 AllNoDocuments · 3 AllWithDocuments
access_entity_processintegerLevel of access to automation processes for users with this role, when process automation is enabled for the space: none (NoAccess), only their own (Personal) …1 FullAccess · 2 Personal · 3 NoAccess
access_entity_profileintegerLevel of access to screen profiles (saved screen views) for users with this role: use of those shared with them (Readonly) or also creating their own (All).0 NoAccess · 1 Readonly · 4 All
access_entity_profile_default_screen_profilesobjectDefault screen profile ids assigned to users with this role for each main screen (Navigator, Pipeline, Lead, Account, Contact, Activity, Project, Quote, etc.).
access_entity_profile_delete_not_ownedbooleanAllows users with this role to delete screen profiles owned by other users.
access_entity_profile_delete_ownedbooleanAllows users with this role to delete screen profiles they own.
access_entity_profile_sharing_custombooleanAllows users with this role to share their screen profiles with selected users and sales units.
access_entity_profile_sharing_publicbooleanAllows users with this role to share their screen profiles with all users of the space.
access_entity_projectintegerLevel of access to projects for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_project_copybooleanAllows users with this role to create copies of existing projects.
access_entity_project_deletebooleanAllows users with this role to delete projects they can edit.
access_entity_project_directionintegerWhich projects users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and its …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_project_privatebooleanAllows users with this role to own private projects, which are visible only to their owner.
access_entity_project_tag_createbooleanAllows users with this role to create new tags for projects.
access_entity_quoteintegerLevel of access to quotes for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_quote_copybooleanAllows users with this role to create copies of existing quotes.
access_entity_quote_deletebooleanAllows users with this role to delete quotes they can edit.
access_entity_quote_directionintegerWhich quotes users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and its …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_quote_tag_createbooleanAllows users with this role to create new tags for quotes.
access_entity_quote_typesintegerWhether users with this role can work with all quote types (All) or only with those in allowed_quote_types (Selected).1 All · 2 Selected
access_entity_reportintegerLevel of access to reports for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating their own (All).0 NoAccess · 1 Readonly · 4 All
access_entity_report_create_delete_folderbooleanAllows users with this role to create and delete report folders.
access_entity_report_delete_not_ownedbooleanAllows users with this role to delete reports owned by other users.
access_entity_report_delete_ownedbooleanAllows users with this role to delete reports they own.
access_entity_report_privatebooleanAllows users with this role to save reports as private, visible only to themselves.
access_entity_report_schedule_createbooleanAllows users with this role to schedule reports for regular delivery.
access_entity_report_schedule_managementbooleanAllows users with this role to view and manage report schedules of other users.
access_entity_report_sharing_custombooleanAllows users with this role to share their reports with selected users and sales units.
access_entity_report_sharing_publicbooleanAllows users with this role to share their reports with all users of the space.
access_entity_solutionbooleanAllows users with this role to view and follow solutions, when the feature is enabled for the space.
access_entity_solution_managementbooleanAllows users with this role to create, edit and delete solutions.
access_entity_targetintegerLevel of access to targets for users with this role: not available (NoAccess), use of those shared with them (Readonly), or also creating their own (All).0 NoAccess · 1 Readonly · 4 All
access_entity_target_delete_not_ownedbooleanAllows users with this role to delete targets owned by other users.
access_entity_target_delete_ownedbooleanAllows users with this role to delete targets they own.
access_entity_taskintegerLevel of access to tasks for users with this role, from NoAccess and Readonly to Editor, EditorOrUnitManger and All.0 NoAccess · 1 Readonly · 2 Editor · 3 EditorOrUnitManger · 4 All
access_entity_task_deletebooleanAllows users with this role to delete tasks they can edit.
access_entity_task_directionintegerWhich tasks users with this role can see besides those they own or that are shared with them: no others (Owned), those of their sales units (Current and its …1 Owned · 2 Current · 3 CurrentAndParent · 4 CurrentAndSubunit · 5 CurrentAndParentAndSubunit · 6 All
access_entity_task_tag_createbooleanAllows users with this role to create new tags for tasks.
access_entity_task_typesintegerWhether users with this role can work with all task types (All) or only with those in allowed_task_types (Selected).1 All · 2 Selected
access_entity_task_unassignedbooleanAllows users with this role to create tasks without an owner (unassigned tasks).
access_exportbooleanAllows users with this role to export records and reports to files.
access_feedsbooleanAllows users with this role to open the Feed screen with the stream of activities, emails and other updates.
access_foreign_currenciesbooleanAllows users with this role to manage currencies and exchange rate lists in Administration.
access_form_and_fieldsbooleanAllows users with this role to manage fields, forms, record types, tags and translations in Administration.
access_global_settingsbooleanAllows users with this role to manage the global settings of the space in Administration, including the Automation Hub and API access.
access_home_screenbooleanAllows users with this role to open the Navigator screen.
access_importbooleanAllows users with this role to import records from files.
access_insightsbooleanAllows users with this role to open the Insights area with sales performance, indicator, conversion and lifecycle overviews.
access_leadsbooleanShows the Leads screen to users with this role.
access_online_formsbooleanAllows users with this role to create online forms and manage their own, when online forms are enabled for the space.
access_online_forms_managementbooleanAllows users with this role to edit and delete online forms owned by other users.
access_opportunitybooleanShows the Opportunities screen to users with this role.
access_pipeline_configurationbooleanAllows users with this role to manage pipelines, lead processes and quote processes in Administration.
access_printbooleanAllows users with this role to print records and reports.
access_products_servicesbooleanAllows users with this role to manage products, product categories and price lists in Administration.
access_projectsbooleanAllows users with this role to use Projects, when the feature is enabled for the space.
access_quotesbooleanAllows users with this role to use Quotes, when the feature is enabled for the space.
access_sales_rolesbooleanAllows users with this role to manage sales roles in Administration.
access_securitybooleanAllows users with this role to manage the security settings of the space in Administration.
access_unitsbooleanAllows users with this role to manage sales units in Administration.
access_user_and_rolesbooleanAllows users with this role to manage users, user roles and sales unit membership in Administration.
access_whats_app_company_phoneintegerWhich company phone numbers users with this role can use for WhatsApp messages, when WhatsApp is enabled for the space: none (NoAccess), those in …0 NoAccess · 1 Selected · 2 All
bottom_menu_layoutobjectThe role's Navigation list as one tree: top-level rows in the role's default bottom menu order, where a group row (kind Section: Communication, Analytics, …
revisionintegerRevision when entity was lastly changed.
allowed_pipelinesarray of uri → AllowedPipelinesPipelines this user role can use.
allowed_lead_typesarray of uri → AllowedLeadTypesLead types this user role can use.
allowed_quote_typesarray of uri → AllowedQuoteTypesQuote types this user role can use.
allowed_account_typesarray of uri → AllowedAccountTypesAccount types this user role can use.
allowed_contact_typesarray of uri → AllowedContactTypesContact types this user role can use.
allowed_task_typesarray of uri → AllowedTaskTypesTask types this user role can use.
allowed_appointment_typesarray of uri → AllowedAppointmentTypesAppointment types this user role can use.
allowed_company_emailsarray of uri → AllowedCompanyEmailsCompany email addresses this user role can send from.
allowed_company_phonesarray of uri → AllowedCompanyPhonesCompany phones this user role can use for calling/SMS.
custom_entitiesbinaryPer-custom-entity access settings (access level, allowed types, default screen profile, etc.) for users with this role.
is_delete_protectedbooleanRead-only True when the record is protected against deletion because it must always exist in the space.
is_deletedbooleanRead-only Specifies if the entity is considered deleted.
modifieddate-timeRead-only Last modification time.
createddate-timeRead-only Creation time.

Custom fields appear in your space's live spec: fetch it with your credentials.

Errors

Every error body has success: false, http_status, code, name and message. Branch on code: the status alone does not tell a missing permission from a bad parameter. All codes: error codes; how to handle them: Errors.

HTTPWhen
400Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check code.
401Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED).
404No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE).
422Validation failed (code 40000, with the failing fields) or a required parameter is missing (code 119). By default one failed item fails a whole batch and nothing is written.
429Too many requests (code 182). Wait for the seconds in Retry-After, then retry.
500Unexpected server error (code 1000, ERROR_UNKNOWN).