REST APIUsers, roles, units and permissionsMasterRights
MasterRights
MasterRights: list, get, create, update and delete, plus batch operations.
- 8 operations
- 178 fields
- Schema MasterRight
- GraphQL: masterRight
The summaries on this page are generated from the specification; written descriptions come with the next releases of the reference.
| Method | Path | Operation |
|---|---|---|
| GET | /entities/MasterRights | List MasterRights |
| POST | /entities/MasterRights | Create MasterRight |
| GET | /entities/MasterRights/{id} | Get MasterRight |
| PATCH | /entities/MasterRights/{id} | Update MasterRight |
| DEL | /entities/MasterRights/{id} | Delete MasterRight |
| POST | /entities/MasterRights/batch-modify | Create or update MasterRights in a batch |
| POST | /entities/MasterRights/batch-delete | Delete MasterRights in a batch |
| POST | /entities/MasterRights/batch-restore | Restore 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
| Name | Type | Description |
|---|---|---|
include-deleted | boolean | Include soft-deleted records. Lists only; get-by-id refuses it. |
first | integer | Page size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117. |
last | integer | Return the last N records of the result; together with first, the last N of the first M. Maximum 100. |
before | string | Cursor from page_info.start_cursor, to page backwards. URL-encode it. |
after | string | Cursor from page_info.end_cursor of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space. |
expand | string | Related records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in account_relations.account. |
order-by | string | Fields to sort by, comma-separated. A leading - sorts descending, as in -modified; dotted paths sort by related fields. |
filter | object | filter[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-op | object | filter-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-only | string | Fields 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
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
| Name | Type | Description |
|---|---|---|
validation-level | integer | Bit 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
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
| Name | Type | Description |
|---|---|---|
id | string (uuid) | Id of the MasterRight record to retrieve. Required |
Query parameters
| Name | Type | Description |
|---|---|---|
expand | string | Related 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
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
| Name | Type | Description |
|---|---|---|
id | string (uuid) | Id of the MasterRight record to update. Required |
Query parameters
| Name | Type | Description |
|---|---|---|
validation-level | integer | Bit 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
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
| Name | Type | Description |
|---|---|---|
id | string (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
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
| Name | Type | Description |
|---|---|---|
validation-level | integer | Bit 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-method | integer | 0, 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
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
| Name | Type | Description |
|---|---|---|
rollback-method | integer | 0, 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
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
| Name | Type | Description |
|---|---|---|
rollback-method | integer | 0, 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
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
| Field | Type | Notes |
|---|---|---|
id | uuid | Read-only Unique identifier of entity. |
name | string | Required on create Name of the entity and its default text representation. |
access_account_relation_types | boolean | Allows users with this role to manage account hierarchy types, account and contact relation types and account roles in Administration. |
access_accounts | boolean | Shows the Accounts screen to users with this role. |
access_ai_automatizer | boolean | Allows 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_forms | boolean | Allows users with this role to use the AI assistant that creates online forms, when the feature is enabled for the space. |
access_ai_record_detail | boolean | Allows 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_enrichment | boolean | Allows 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_charts | boolean | Allows users with this role to use AI-suggested org charts and account hierarchies, when the feature is enabled for the space. |
access_ai_reports | boolean | Allows users with this role to use the AI assistant that builds reports, when the feature is enabled for the space. |
access_ai_smart_field | boolean | Allows 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_scheduler | boolean | Allows 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_management | boolean | Allows users with this role to manage appointment schedules of other users. |
access_approval_processes | boolean | Allows users with this role to create approval processes and manage their own, when approval processes are enabled for the space. |
access_approval_processes_management | boolean | Allows users with this role to manage approval processes owned by other users. |
Show all 178 fields
| Field | Type | Notes |
|---|---|---|
access_approvals | boolean | Allows users with this role to open the Approvals screen and act on approval requests, when approval processes are enabled for the space. |
access_archive | boolean | Allows users with this role to open the Archive screens listing lost, closed and archived records. |
access_audit | boolean | Allows users with this role to open the Audit screen. |
access_audit_log | boolean | Allows users with this role to view the audit log of changes made in the space. |
access_bottom_menu_customization | boolean | Whether users with this role may reorder and pin their own bottom menu ("Users can customize the bar"). |
access_bulk_update | boolean | Allows users with this role to update many records at once with bulk update. |
access_calling | boolean | Allows users with this role to make calls through the calling integration, when the feature is enabled for the space. |
access_calling_company_phone | integer | Which 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_phone | boolean | Allows users with this role to purchase and manage company phone numbers for the calling integration. |
access_company_emails | integer | Which 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_contacts | boolean | Shows the Contacts screen to users with this role. |
access_document_management | boolean | Allows 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_company | boolean | Allows users with this role to manage company documents and folders that are not tied to a record. |
access_document_management_record | boolean | Allows users with this role to create and edit the document folders used for records. |
access_duplicate_checker | boolean | Allows users with this role to use the duplicate checker to find duplicate records, when the feature is enabled for the space. |
access_email_notification_enforcement | boolean | When true, users with this role get the email notification preferences from access_email_notification_settings and cannot change their own. |
access_email_notification_settings | object | Default email notification preferences applied to users with this role (which events trigger an email and through which channel). |
access_entity_account | integer | Level 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_copy | boolean | Allows users with this role to create copies of existing accounts. |
access_entity_account_delete | boolean | Allows users with this role to delete accounts they can edit. |
access_entity_account_direction | integer | Which 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_private | boolean | Allows users with this role to own private accounts, which are visible only to their owner. |
access_entity_account_tag_create | boolean | Allows users with this role to create new tags for accounts. |
access_entity_account_types | integer | Whether 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_appointment | integer | Level 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_delete | boolean | Allows users with this role to delete appointments they can edit. |
access_entity_appointment_direction | integer | Which 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_create | boolean | Allows users with this role to create new tags for appointments. |
access_entity_appointment_types | integer | Whether 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_navigator | integer | Level 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_owned | boolean | Allows users with this role to delete Navigator screen layouts owned by other users. |
access_entity_better_navigator_delete_owned | boolean | Allows users with this role to delete Navigator screen layouts they own. |
access_entity_better_navigator_sharing_custom | boolean | Allows users with this role to share their Navigator screen layouts with selected users and sales units. |
access_entity_better_navigator_sharing_public | boolean | Allows users with this role to share their Navigator screen layouts with all users of the space. |
access_entity_contact | integer | Level 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_copy | boolean | Allows users with this role to create copies of existing contacts. |
access_entity_contact_delete | boolean | Allows users with this role to delete contacts they can edit. |
access_entity_contact_direction | integer | Which 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_private | boolean | Allows users with this role to own private contacts, which are visible only to their owner. |
access_entity_contact_tag_create | boolean | Allows users with this role to create new tags for contacts. |
access_entity_contact_types | integer | Whether 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_dashboard | integer | Level 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_owned | boolean | Allows users with this role to delete dashboards owned by other users. |
access_entity_dashboard_delete_owned | boolean | Allows users with this role to delete dashboards they own. |
access_entity_dashboard_sharing_custom | boolean | Allows users with this role to share their dashboards with selected users and sales units. |
access_entity_dashboard_sharing_public | boolean | Allows users with this role to share their dashboards with all users of the space. |
access_entity_email_access_level | integer | Which emails users with this role see on records, reports, feeds and automation.0 Default · 1 UsersAndSalesUnits |
access_entity_email_allowed | object | Allow-list for access_entity_email_access_level = UsersAndSalesUnits: users and sales units (their Member users) whose emails stay visible. |
access_entity_email_content_share_mode | integer | How 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_owned | boolean | Allows users with this role to delete emails they neither own nor sent. |
access_entity_email_link_to_accounts | integer | Whether 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_domain | integer | Whether 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_contacts | integer | Whether 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_sequence | integer | Level 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_template | integer | Level 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_folder | boolean | Allows users with this role to create and delete email template folders. |
access_entity_email_template_delete_not_owned | boolean | Allows users with this role to delete email templates owned by other users. |
access_entity_email_template_delete_owned | boolean | Allows users with this role to delete email templates they own. |
access_entity_email_template_sharing_custom | boolean | Allows users with this role to share their email templates with selected users and sales units. |
access_entity_email_template_sharing_public | boolean | Allows users with this role to share their email templates with all users of the space. |
access_entity_forecast | integer | Level 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_owned | boolean | Allows users with this role to delete forecasts owned by other users. |
access_entity_forecast_delete_owned | boolean | Allows users with this role to delete forecasts they own. |
access_entity_forecast_edit_not_owned | boolean | Allows users with this role to edit forecasts owned by other users. |
access_entity_forecast_sharing_custom | boolean | Allows users with this role to share their forecasts with selected users and sales units. |
access_entity_forecast_sharing_public | boolean | Allows users with this role to share their forecasts with all users of the space. |
access_entity_form_view | integer | Level 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_owned | boolean | Allows users with this role to delete form views owned by other users. |
access_entity_form_view_delete_owned | boolean | Allows users with this role to delete form views they own. |
access_entity_form_view_sharing_custom | boolean | Allows users with this role to share their form views with selected users and sales units. |
access_entity_form_view_sharing_public | boolean | Allows users with this role to share their form views with all users of the space. |
access_entity_lead | integer | Level 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_copy | boolean | Allows users with this role to create copies of existing leads. |
access_entity_lead_delete | boolean | Allows users with this role to delete leads they can edit. |
access_entity_lead_direction | integer | Which 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_private | boolean | Allows users with this role to own private leads, which are visible only to their owner. |
access_entity_lead_tag_create | boolean | Allows users with this role to create new tags for leads. |
access_entity_lead_types | integer | Whether 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_create | boolean | Allows users with this role to create new tags for emails, memos and text messages. |
access_entity_oppty | integer | Level 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_copy | boolean | Allows users with this role to create copies of existing opportunities. |
access_entity_oppty_delete | boolean | Allows users with this role to delete opportunities they can edit. |
access_entity_oppty_direction | integer | Which 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_private | boolean | Allows users with this role to own private opportunities, which are visible only to their owner. |
access_entity_oppty_tag_create | boolean | Allows users with this role to create new tags for opportunities. |
access_entity_pipeline | integer | Which 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_process | integer | Level 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_profile | integer | Level 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_profiles | object | Default 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_owned | boolean | Allows users with this role to delete screen profiles owned by other users. |
access_entity_profile_delete_owned | boolean | Allows users with this role to delete screen profiles they own. |
access_entity_profile_sharing_custom | boolean | Allows users with this role to share their screen profiles with selected users and sales units. |
access_entity_profile_sharing_public | boolean | Allows users with this role to share their screen profiles with all users of the space. |
access_entity_project | integer | Level 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_copy | boolean | Allows users with this role to create copies of existing projects. |
access_entity_project_delete | boolean | Allows users with this role to delete projects they can edit. |
access_entity_project_direction | integer | Which 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_private | boolean | Allows users with this role to own private projects, which are visible only to their owner. |
access_entity_project_tag_create | boolean | Allows users with this role to create new tags for projects. |
access_entity_quote | integer | Level 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_copy | boolean | Allows users with this role to create copies of existing quotes. |
access_entity_quote_delete | boolean | Allows users with this role to delete quotes they can edit. |
access_entity_quote_direction | integer | Which 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_create | boolean | Allows users with this role to create new tags for quotes. |
access_entity_quote_types | integer | Whether 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_report | integer | Level 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_folder | boolean | Allows users with this role to create and delete report folders. |
access_entity_report_delete_not_owned | boolean | Allows users with this role to delete reports owned by other users. |
access_entity_report_delete_owned | boolean | Allows users with this role to delete reports they own. |
access_entity_report_private | boolean | Allows users with this role to save reports as private, visible only to themselves. |
access_entity_report_schedule_create | boolean | Allows users with this role to schedule reports for regular delivery. |
access_entity_report_schedule_management | boolean | Allows users with this role to view and manage report schedules of other users. |
access_entity_report_sharing_custom | boolean | Allows users with this role to share their reports with selected users and sales units. |
access_entity_report_sharing_public | boolean | Allows users with this role to share their reports with all users of the space. |
access_entity_solution | boolean | Allows users with this role to view and follow solutions, when the feature is enabled for the space. |
access_entity_solution_management | boolean | Allows users with this role to create, edit and delete solutions. |
access_entity_target | integer | Level 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_owned | boolean | Allows users with this role to delete targets owned by other users. |
access_entity_target_delete_owned | boolean | Allows users with this role to delete targets they own. |
access_entity_task | integer | Level 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_delete | boolean | Allows users with this role to delete tasks they can edit. |
access_entity_task_direction | integer | Which 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_create | boolean | Allows users with this role to create new tags for tasks. |
access_entity_task_types | integer | Whether 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_unassigned | boolean | Allows users with this role to create tasks without an owner (unassigned tasks). |
access_export | boolean | Allows users with this role to export records and reports to files. |
access_feeds | boolean | Allows users with this role to open the Feed screen with the stream of activities, emails and other updates. |
access_foreign_currencies | boolean | Allows users with this role to manage currencies and exchange rate lists in Administration. |
access_form_and_fields | boolean | Allows users with this role to manage fields, forms, record types, tags and translations in Administration. |
access_global_settings | boolean | Allows users with this role to manage the global settings of the space in Administration, including the Automation Hub and API access. |
access_home_screen | boolean | Allows users with this role to open the Navigator screen. |
access_import | boolean | Allows users with this role to import records from files. |
access_insights | boolean | Allows users with this role to open the Insights area with sales performance, indicator, conversion and lifecycle overviews. |
access_leads | boolean | Shows the Leads screen to users with this role. |
access_online_forms | boolean | Allows users with this role to create online forms and manage their own, when online forms are enabled for the space. |
access_online_forms_management | boolean | Allows users with this role to edit and delete online forms owned by other users. |
access_opportunity | boolean | Shows the Opportunities screen to users with this role. |
access_pipeline_configuration | boolean | Allows users with this role to manage pipelines, lead processes and quote processes in Administration. |
access_print | boolean | Allows users with this role to print records and reports. |
access_products_services | boolean | Allows users with this role to manage products, product categories and price lists in Administration. |
access_projects | boolean | Allows users with this role to use Projects, when the feature is enabled for the space. |
access_quotes | boolean | Allows users with this role to use Quotes, when the feature is enabled for the space. |
access_sales_roles | boolean | Allows users with this role to manage sales roles in Administration. |
access_security | boolean | Allows users with this role to manage the security settings of the space in Administration. |
access_units | boolean | Allows users with this role to manage sales units in Administration. |
access_user_and_roles | boolean | Allows users with this role to manage users, user roles and sales unit membership in Administration. |
access_whats_app_company_phone | integer | Which 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_layout | object | The 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, … |
revision | integer | Revision when entity was lastly changed. |
allowed_pipelines | array of uri → AllowedPipelines | Pipelines this user role can use. |
allowed_lead_types | array of uri → AllowedLeadTypes | Lead types this user role can use. |
allowed_quote_types | array of uri → AllowedQuoteTypes | Quote types this user role can use. |
allowed_account_types | array of uri → AllowedAccountTypes | Account types this user role can use. |
allowed_contact_types | array of uri → AllowedContactTypes | Contact types this user role can use. |
allowed_task_types | array of uri → AllowedTaskTypes | Task types this user role can use. |
allowed_appointment_types | array of uri → AllowedAppointmentTypes | Appointment types this user role can use. |
allowed_company_emails | array of uri → AllowedCompanyEmails | Company email addresses this user role can send from. |
allowed_company_phones | array of uri → AllowedCompanyPhones | Company phones this user role can use for calling/SMS. |
custom_entities | binary | Per-custom-entity access settings (access level, allowed types, default screen profile, etc.) for users with this role. |
is_delete_protected | boolean | Read-only True when the record is protected against deletion because it must always exist in the space. |
is_deleted | boolean | Read-only Specifies if the entity is considered deleted. |
modified | date-time | Read-only Last modification time. |
created | date-time | Read-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.
| HTTP | When |
|---|---|
| 400 | Bad 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. |
| 401 | Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED). |
| 404 | No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE). |
| 422 | Validation 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. |
| 429 | Too many requests (code 182). Wait for the seconds in Retry-After, then retry. |
| 500 | Unexpected server error (code 1000, ERROR_UNKNOWN). |