Switch user accounts

POST /api/v1/me/switch-account

Headers

Authorization string
Content-Type string
Accept string

application/json

Body Required

account_uuid string Required

The account UUID to switch to.

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.
- type string
  
  The user type
- first_name string
  
  First name of the user
- last_name string
  
  Last name of the user
- name string
  
  Name of the user
- email string
  
  Email of the user
- photo_url string
  
  The photo URL of the user.
- current_account object
  
  The current account log in of the user (if included)
  
  Additional properties are allowed.
- current_login object
  
  The current account log in of the user (if included)
  
  Additional properties are allowed.
- two_factor_enabled boolean
  
  Denotes if the two factor authentication has been enabled.
- two_factor_type string
  
  The type of two factor enabled.
- otp_confirmed_at string
  
  The date when OTP two factor was confirmed
- otp_pending boolean
  
  Denotes if the OTP two factor is pending
- sms_two_factor_enabled boolean
  
  Denotes if the SMS two factor is enabled
- two_factor_mobile boolean
  
  The E.164 mobile phone used for two factor authentication.
- two_factor_mobile_meta object
  
  If the two_factor_mobile is present, this additional field will be displayed giving you information about the phone number.
  
  Additional properties are allowed.
- current_time_entry object
  
  The current time entry if a timer is running
  
  Additional properties are allowed.
- session_expires_at string
  
  The session expiry time if signed in via the front-end.
- should_auto_save_notes boolean
  
  Denotes if the user wants to use the auto-save notes feature. Can reduce browser performance on low-powered machines.

POST /api/v1/me/switch-account

curl \
 -X POST https://api.plannrcrm.com/api/v1/me/switch-account \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -d '{"account_uuid":"d9e58d5b-16ef-4c64-9fde-5fa80b0a96e3"}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "account_uuid": "d9e58d5b-16ef-4c64-9fde-5fa80b0a96e3"
}

Response examples (200)

{
  "name": "Gareth Thompson",
  "type": "standard",
  "uuid": "967d5f54-b530-47d3-bb39-792ed9ffe450",
  "email": "gareth@codepotato.co.uk",
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
  "created_at": "2025-01-17T11:18:27+00:00",
  "first_name": "Gareth",
  "updated_at": "2025-01-17T11:18:27+00:00",
  "otp_pending": false,
  "current_login": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "uuid": "7487973a-ac0e-47c4-b9c5-140b43010d5c",
    "email": "gareth@plannrcrm.com",
    "account": "App\\Http\\Resources\\AccountResource",
    "primary": false,
    "last_name": "Thompson",
    "created_at": "2025-01-17T11:18:27+00:00",
    "expires_at": "2025-04-27T11:18:27+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-01-17T11:18:27+00:00",
    "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": "3497a93b-3ba4-4f12-9c43-733d5c1aee73",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-01-17T11:18:27+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-01-17T11:18:27+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": "2025-01-17T11:18:27+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-01-17T11:18:27+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-01-17T11:18:27+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-01-17T11:18:27+00:00"
  },
  "two_factor_type": "sms",
  "otp_confirmed_at": "2025-01-17T11:18:27+00:00",
  "two_factor_mobile": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "87160ae2-4d78-428a-bf1c-3db7d5938c88",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-01-17T10:56:27+00:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-01-17T11:18:27+00:00",
    "start_date": "2025-01-17T10:28:27+00:00",
    "updated_at": "2025-01-17T11:18:27+00:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "session_expires_at": "2025-01-17T11:18:27+00:00",
  "two_factor_enabled": true,
  "should_auto_save_notes": true,
  "sms_two_factor_enabled": true,
  "two_factor_mobile_meta": {
    "country": "GB",
    "formatted": "0333 090 3630"
  }
}