Headers

• X-PLANNR-ACCOUNT-UUID string

Path parameters

• uuid string Required

Responses

• 200 application/json
  Hide response attributes Show response attributes object

  • uuid string

    The UUID of the resource.

  • created_at string

    The timestamp of when the resource was created.

  • updated_at string

    The timestamp of when the resource was updated.

  • name string

    The Circle name

  • photo_url string

    URL for initial avatar image

  • bg_colour string

    Hex colour background for avatar

  • accounts array[object]

    Accounts belonging to the circle

    Hide accounts attributes Show accounts attributes object

    • uuid string
    • created_at string
    • updated_at string
    • type string
    • role string
    • first_name string
    • last_name string
    • name string
    • email string
    • photo_url string
    • firm string
    • primary_phone_number string
    • primary_email string
    • current_time_entry string
    • assigned_adviser string
    • assigned_administrator string
    • assigned_paraplanner string
    • introduced_by string
    • business_unit string
    • groups string
    • tags string
    • owners string
    • first_contact_date string
    • next_review_date string
    • previous_review_date string
    • anniversary_review_date string
    • with_login boolean
    • has_joint_account boolean
    • can_be_deleted string
    • joint_account_circle string
    • circles string
    • ownership_percentage integer
    • inactive_at string
    • last_interaction_at string
    • referral_code string
    • permissions object
      Hide permissions attributes Show permissions attributes object

      • firm:read array[string]
      • network:read array[string]
    • custom_fields string
    • external_references string
  • groups array[object]

    Groups the circle belongs to

    Hide groups attributes Show groups attributes object

    • uuid string
    • name string
    • slug string
    • participants_count string
    • participants object
      Hide participants attributes Show participants attributes object

      • uuid object
        Hide uuid attributes Show uuid attributes object

        • example string
        • description string
      • role object
        Hide role attributes Show role attributes object

        • example string
        • description string
      • first_name object
        Hide first_name attributes Show first_name attributes object

        • example string
        • description string
      • last_name object
        Hide last_name attributes Show last_name attributes object

        • example string
        • description string
      • name object
        Hide name attributes Show name attributes object

        • example string
        • description string
      • email object
        Hide email attributes Show email attributes object

        • example string
        • description string
    • created_at string
    • updated_at string
  • joint_account_uuid string

    uuid of joint account where circle created from joint account

  • login_access_level string

    The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write

  • external_references array[object]

    The external references that have been added to the client.

    Hide external_references attributes Show external_references attributes object

    • uuid string
    • created_at string
    • updated_at string
    • third_party string
    • reference string