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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}

Generic Use Case

More Use Cases

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

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Add A New User To The eMoney Platform

Dedicate your time to your clients and spend less time on administrative tasks. Use our APIs to easily add new users (advisors, assistants, and planners) and set the display names that will appear in the eMoney platform.

The following APIs are used in this use case:

/public/v1/users

Add new user