Get all shared accounts the client belongs to.
GET /api/v1/client/{client}/shared-accounts
curl \
-X GET https://api.plannrcrm.com/api/v1/client/client/shared-accounts \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "3751f2a7-70ad-4100-bc58-e6cee6d76a3e",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"sidebar_background": "#0E0E56",
"sidebar_title_primary": "#FFC634",
"email_button_background": "#36367E",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"email_logo_background_panel": "#36367E",
"sidebar_title_secondary_hover": "#ffffff"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!"
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "87f86749-c7a5-49b7-a621-6e07e04539d8",
"colour": "#ef4582",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00"
}
],
"type": "client",
"uuid": "d4ac626d-e715-4604-9f8c-b3aa0d242715",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "9d9680a1-c6dd-45a6-adfb-dcd79ad910a3",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "ff2484ed-f264-4a39-8dc8-d84f8a800a90",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "f37580d4-62b5-4e21-aa44-c2fab55fc765",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:00+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:00+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:00+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:00+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:00+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:00+00:00"
}
],
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:00+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:00+00:00",
"with_login": true,
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "9ee8e971-edbb-4c36-bf7a-4d81032bfc5e",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "f03f7dda-b3a8-47b3-a088-c0b2eeb70dc5",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:00+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:00+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:00+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:00+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:00+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:00+00:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "9f82fd3b-cc28-4d9b-a23e-9851e8e1902f",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "9ae275b0-ee4a-46c5-b9d2-4aeabae610a2",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:00+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:00+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:00+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:00+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:00+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:00+00:00"
},
"next_review_date": "2024-11-20T13:24:00+00:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "277b3515-59c8-4471-bed8-0dcc17e9b8ec",
"end_date": "2024-11-20T13:24:00+00:00",
"is_active": "1",
"trackable": "Client",
"start_date": "2024-11-20T13:24:00+00:00"
},
"first_contact_date": "2024-11-20T13:24:00+00:00",
"external_references": [
{
"uuid": "7b79b84a-0893-4ce4-a6c8-0ebd3d6be680",
"reference": "AB123456",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "ef135184-91aa-4f37-a849-fa991eaa7c69",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:00+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:00+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:00+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:00+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:00+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:00+00:00"
},
"previous_review_date": "2024-11-20T13:24:00+00:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "e4e1e0de-ccda-4ec3-9546-ac63be13b2fa",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2024-11-20T13:24:00+00:00",
"updated_at": "2024-11-20T13:24:00+00:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "874d2099-06f7-412f-99b0-a007b754678f",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2024-11-20T13:24:00+00:00",
"first_name": "Gareth",
"updated_at": "2024-11-20T13:24:00+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2024-11-20T13:24:00+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2024-11-20T13:24:00+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2024-11-20T13:24:00+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2024-11-20T13:24:00+00:00"
},
"anniversary_review_date": "2024-11-20T13:24:00+00:00"
}
]
}