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Code Block
{
    "action": "Delete",
    "pid": 677,
    "cid": 537,
    "data": "just a test"
}

Creating a person

The payload’s properties are:

action

Value: Create

string, Mandatory

cid

The company ID of the person. You need to specify this value.

int, Mandatory

email

The mandatory email.

string, Mandatory

login

An optional login. Only specify if you want this user to be able to login. Note that no password will be assigned at this stage.

string?, Optional

fname

First name.

string, Mandatory

lname

Last name.

string, Mandatory

title

Optional title of person, such as “Dr.”, “Mrs.” etc.

string?, Optional

role

Optional role of the person, such as “Manager”.

string?, Optional

code

Optional name abbreviation.

If not specified, the system automatically picks the initial letters of first and last name. “John Good” => “JG”

string?, Optional

phone

Optional phone number.

string?, Optional

phoneMobile

Optional mobile phone number.

string?, Optional

comments

Optional internal comments.

string?, Optional

timezone

Optional time zone. If not specified then the person inherits the time zone of the company to which he/she is attached (recommended).

To enumerate available time zones see: settings/timezones/codes

string?, Optional

cfs

Optional person-level custom fields. It contains a collection of custom fields. Example:

Code Block
"cfs": [
  { "id": 10, "t": "myvalue" },
  { "t": "My field", "t": "myvalue" }
]

You can reference custom fields by their numeric ID (see id) or their title (see t). The example above shows both approaches.

object?, Optional

active

Optional boolean. If you want the person to be able to login, you should:

  • Set active to true.

  • Set a login.

  • Optionally, set a profile.

bool?, Optional

profile

Optional integer. Use to assign a specific user profile.

If the new person has a login and is active, it is recommended to explicitly assign a user profile. If you do not do so then the system will automatically assign a user profile on your behalf. This will typically be the first profile in alphabetical order.

See User profiles to enumerate available profiles.

integer?, Optional

data

An optional free-text information. It will be returned with the results for your convenience.

string?, Optional

Example:

Code Block
{
    "action": "Delete",
    "pid": 677,
    "cid": 537,
    "data": "just a test"
}

Deleting a person

The JSON properties are:

...