Headers
-
Content-Type
string -
Accept
string
Body
Required
-
account_uuid
string Required The account UUID to switch to.
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":"720ecb01-7224-4066-8611-f8359d0de06f"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
# Payload
{
"account_uuid": "720ecb01-7224-4066-8611-f8359d0de06f"
}
Response examples (200)
{
"name": "Gareth Thompson",
"type": "standard",
"uuid": "f797c995-90d4-49c3-85aa-7af188319041",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-04-22T13:44:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:15+01:00",
"otp_pending": false,
"current_login": {
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "22112d3c-3e6c-4bf2-a4ae-c08cc874230e",
"email": "gareth@plannrcrm.com",
"account": "App\\Http\\Resources\\AccountResource",
"primary": false,
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:15+01:00",
"expires_at": "2025-07-31T13:44:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:15+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": "59c3e835-9a31-4029-a0f8-791a28665a28",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:15+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"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": "2025-04-22T13:44:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:15+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": "2025-04-22T13:44:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:15+01:00"
},
"two_factor_type": "sms",
"otp_confirmed_at": "2025-04-22T13:44:15+01:00",
"two_factor_mobile": true,
"current_time_entry": {
"name": "Research",
"uuid": "a4105616-2d55-4736-99f1-329e07eb2c28",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-04-22T13:22:15+01:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-04-22T13:44:15+01:00",
"start_date": "2025-04-22T12:54:15+01:00",
"updated_at": "2025-04-22T13:44:15+01:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"session_expires_at": "2025-04-22T13:44:15+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"
}
}