The eMoney Client Vault is a safe and secure place for all important digital files. With unlimited secure document storage, you can organize and protect your most important files. Our APIs allow you to effortlessly upload and store external files and reports, created outside of eMoney, and share them in the Vault.
/public/v1/users/{userId}/vault/items
More Use Cases
Download Documents From The eMoney Vault
The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault.
The following APIs are used in this use case:
Change User Role
A user can have one or multiple roles in the eMoney platform. The user roles available are Advisor, Planner, Assistant, Manager, Compliance and Investment Specialist.
The following APIs are used in this use case:
/public/v1/users/{userId}
