Headers

application/json

Body Required

Responses

POST /api/v1/me/switch-account
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/me/switch-account' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --data '{"account_uuid":"aae1a906-b729-40f8-931e-9606bb703e7c"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "account_uuid": "aae1a906-b729-40f8-931e-9606bb703e7c"
}
Response examples (200)
{
  "name": "Gareth Thompson",
  "type": "standard",
  "uuid": "ea7ba292-a638-42d8-bf87-bbd57fc973b4",
  "email": "gareth@codepotato.co.uk",
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
  "created_at": "2025-04-02T13:27:53+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-04-02T13:27:53+01:00",
  "otp_pending": false,
  "current_login": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "uuid": "84f5d13e-5d56-4dba-ac04-2b39a5b11021",
    "email": "gareth@plannrcrm.com",
    "account": "App\\Http\\Resources\\AccountResource",
    "primary": false,
    "last_name": "Thompson",
    "created_at": "2025-04-02T13:27:53+01:00",
    "expires_at": "2025-07-11T13:27:53+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-02T13:27:53+01:00",
    "goals_enabled": true,
    "tasks_enabled": true,
    "wealth_enabled": true,
    "is_impersonated": false,
    "welcome_enabled": true,
    "factfind_enabled": true,
    "has_write_permission": false,
    "has_delete_permission": false,
    "receives_unread_notifications_email": true
  },
  "current_account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "0b24bb8a-f71e-4880-a1ef-a694355f977c",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-02T13:27:53+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-02T13:27:53+01:00",
    "with_login": true,
    "inactive_at": "2025-04-02",
    "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": "2025-04-02T13:27:53+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-02T13:27:53+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-02T13:27:53+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-02T13:27:53+01:00"
  },
  "two_factor_type": "sms",
  "otp_confirmed_at": "2025-04-02T13:27:53+01:00",
  "two_factor_mobile": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "6aa6e1d6-5937-47d6-bdd4-7916ff571d20",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-04-02T13:05:53+01:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-04-02T13:27:53+01:00",
    "start_date": "2025-04-02T12:37:53+01:00",
    "updated_at": "2025-04-02T13:27:53+01:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "session_expires_at": "2025-04-02T13:27:53+01:00",
  "two_factor_enabled": true,
  "should_auto_save_notes": true,
  "sms_two_factor_enabled": true,
  "two_factor_mobile_meta": {
    "country": "GB",
    "formatted": "0333 090 3630"
  }
}