employees

Assign advisors (client manager)

Attaches advisors to a CLIENT MANAGER employee (max 50 per call).

Each ref is reported individually. The response gives a results array with a status of created or failed per ref, plus created and failed counts — one bad ref does not discard the valid ones. A batch where nothing was created returns 200 rather than 201.

Per-ref failure codes: NOT_FOUND (unknown advisor, or one belonging to another organisation), UNPROCESSABLE (not an ADVISOR or DIRECTOR), CONFLICT (already assigned), BAD_REQUEST (repeated ref).

The target employee must hold the CLIENT MANAGER role, or the whole call returns 422.

Your organisation is derived from your API key. There is no field for naming an organisation or a CRM, and any unrecognised field in the body returns 400 rather than being ignored.

post/partner/employees/{saturn_ref_id}/client-manager-assignments

Request

  • Base URL
    https://<provided-by-saturn>
  • URL
    https://<provided-by-saturn>/partner/employees/{saturn_ref_id}/client-manager-assignments
  • Auth
    API key in header Authorization

Path parameters

saturn_ref_idstring required

Request body

advisor_refsstring[] required

Response

Successful response

EmployeesAssignAdvisorsClientManagerResponse200 required

Empty response body

Changes

No recorded changes to this operation across all 1 revision of this API.