Update a client
Partially updates a client. Only givenName, familyName, companyId, and
customFields are mutable; any other field in the body is ignored and
echoed back in the X-Ignored-Fields response header. Set sendInvite=true
to send (or resend) the client’s invite when they are not yet active.
Authorizations
Path Parameters
Client ID
Query Parameters
Send or resend the client's invite email
Body
Fields to update
CompanyID moves the client to a different company.
"550e8400-e29b-41d4-a716-446655440000"
CustomFields holds custom field values keyed by custom field key.
FamilyName is the client's last name.
"Doe"
GivenName is the client's first name.
"Jane"
Response
OK
AvatarImageUrl is the URL of the client's avatar image. Read-only.
"https://portal.example.com/avatars/alex.png"
CompanyID is the ID of the company the client belongs to. In multi-company portals see companyIds.
"550e8400-e29b-41d4-a716-446655440000"
CompanyIDs lists every company the client belongs to in multi-company portals.
Created is the RFC 3339 timestamp at which the object was created.
"2024-01-15T09:30:00Z"
CreationMethod records how the client was created. Read-only.
client, directSignUp, import, internalUser "client"
CustomFields holds custom field values for the client, keyed by custom field key.
Deleted is true when the object has been deleted; present only on delete responses.
true
Email is the client's email address, used as the unique login identifier within the portal.
"alex.morgan@example.com"
FallbackColor is the hex color (e.g. "#4F46E5") used as the avatar background when no avatar image is set. The native pattern documents intent; the constraint is re-applied to the spec by the enrich-openapi post-processing step.
^#[0-9a-fA-F]{6}$"#4F46E5"
FamilyName is the client's last (family) name.
"Morgan"
FirstLogin is the timestamp of the client's first login. Read-only.
"2024-01-15T09:30:00Z"
GivenName is the client's first (given) name.
"Alex"
ID is the unique identifier of the object.
"550e8400-e29b-41d4-a716-446655440000"
InviteUrl is the one-time invite link, returned only when an invite has just been sent. Read-only.
"https://portal.example.com/invite/abc123"
InvitedBy is the ID of the internal user who invited the client, when applicable. Read-only.
"550e8400-e29b-41d4-a716-446655440001"
LastLogin is the timestamp of the client's most recent login. Read-only.
"2024-02-20T14:05:00Z"
Object is the type of the object (e.g. "client", "company").
client, internalUser, company, customField, customFieldOption, file, fileChannel, folder, messageChannel, message, notification Status is the client's lifecycle status. Server-managed (read-only).
unknown, deleted, active, notInvited, invited "active"
Updated is the RFC 3339 timestamp at which the object was last updated.
"2024-02-20T14:05:00Z"