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Adaptek Api
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Schema
Checked 6h ago · Updated 1w ago
Details
Filter operations
AdvisorAlertPreferences
2
AdvisorAvailabilities
3
Advisors
13
AdvisorUserInvitations
1
Agencies
2
AgencyImages
3
ApplicationOutputs
2
Applications
3
ASBAgencyUsers
4
Assets
2
Branding
13
CaseCentralToKonnexMeData
1
Ceres
1
ClientReviewReport
3
CRS
1
EmailClientStatusUpdate
1
ExternalFmoAgencyUsers
4
Files
6
FireLight
4
Fmos
2
Folders
9
GDrive
29
Incomes
1
InsuranceAccounts
2
InternalMigration
6
InvestmentAccounts
2
Leads
6
Liabilities
1
People
9
PeopleFTK
3
PersonElectronicContacts
1
PersonEmailAddresses
2
PersonInformationRequests
1
PersonMerge
1
PersonNotes
1
PersonPhoneNumbers
1
PersonPhysicalAddresses
1
PersonSocialSecurity
2
Registration
6
SalesForce
16
TalkDesk
5
TextNotificationConsumers
2
TextNotificationHistories
2
UserEmails
3
UserRoles
1
Users
13
get
Get portal user by ID or search term from Portal search query
get
Get portal user by ID or search term from Portal search query
get
Get Users by First Name in EmailClient Impersonation
get
Returns a list of portal applications
get
Returns a list of user permissions for the current user
get
Returns a list of user permissions
post
Creates or updates a user
delete
Soft deletes a user
get
Get two factor code by user id
get
Get authorized users
get
Returns a list of authorized Portal users with data for the logged-in portal user
post
Saves user Portal Customization options
get
Get all Investment, Insurance that the given portal user can view for Orion connection
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
Users
Get authorized users
get
/v1/Users/{userId}/Authorized
Path parameters
userId
integer
required
Response
List of authorized users ids
integer[]
required
Changes