Change User Role

Included in:
Core
Primary Planning
Expanded Planning

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}

Generic Use Case

More Use Cases

Search for a Specific User

Maintaining synchronized data between platforms is a benefit of using APIs.  Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.

The following APIs are used in this use case:

/public/v1/clients

/public/v1/users

Generic Use Case
View Client Tasks

Reduce manual steps by using our APIs to export eMoney client tasks, allowing them to display in additional platforms. This will allow you to track these items more efficiently.

The following APIs are used in this use case:

/public/v1/users/{userId}/tasks

See all notes