Create a business unit Run in API Explorer
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POST
/api/v1/business-units
curl \
--request POST 'https://api.plannrcrm.com/api/v1/business-units' \
--header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (201)
{
"uuid": "6e266242-29fa-46ed-ac09-0e6e5d72267d",
"name": "Wealth Management",
"has_alternative_branding": false,
"brand_colours": [],
"members_count": 3,
"members": [
{
"uuid": "53959849-8fbb-44f6-ab35-08fb02e163b2",
"created_at": "2026-05-05T19:41:34+01:00",
"updated_at": "2026-05-05T19:41:34+01:00",
"type": "client",
"role": "client",
"first_name": "Gareth",
"last_name": "Thompson",
"name": "Gareth Thompson",
"email": "gareth@codepotato.co.uk",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"firm": "App\\Http\\Resources\\FirmResource",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"business_unit": "App\\Http\\Resources\\BusinessUnitResource",
"groups": "App\\Http\\Resources\\GroupResource",
"tags": "App\\Http\\Resources\\TagResource",
"owners": "App\\Http\\Resources\\AccountResource",
"first_contact_date": "2026-05-05T19:41:34+01:00",
"next_review_date": "2026-05-05T19:41:34+01:00",
"previous_review_date": "2026-05-05T19:41:34+01:00",
"anniversary_review_date": "2026-05-05T19:41:34+01:00",
"with_login": true,
"has_joint_account": true,
"can_be_deleted": "false",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"circles": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"inactive_at": "2026-05-05",
"last_interaction_at": "2026-05-05 19:41:34",
"referral_code": "ABC12345",
"permissions": {
"firm:read": [
"firm"
],
"network:read": [
"network:uuid"
]
},
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
}
],
"groups_count": 2,
"groups": [
{
"uuid": "cf9cc6c5-f7fb-48a7-b2a8-3d78c6e1bba2",
"name": "finance",
"slug": "finance",
"participants_count": "3",
"participants": {
"uuid": {
"example": "5e39c9e5-8bd0-46da-a8b2-0900e93168fc",
"description": "UUID of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
}
},
"created_at": "2026-05-05T19:41:34+01:00",
"updated_at": "2026-05-05T19:41:34+01:00"
}
],
"firm": {
"uuid": "6667f944-dc91-419f-918f-a6bc3719df77",
"created_at": "2026-05-05T19:41:34+01:00",
"updated_at": "2026-05-05T19:41:34+01:00",
"name": "Codepotato",
"slug": "codepotato",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"town_city": "Waterlooville",
"county": "Hampshire",
"postcode": "PO7 7YH",
"country": "United Kingdom",
"regulatory_text": "Regulatory text",
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"brand_colours": {
"sidebar_background": "#0E0E56",
"sidebar_accent": "#36367E",
"sidebar_text": "#FFFFFF",
"sidebar_hover": "#0A0A42",
"sidebar_active": "#53DBB8",
"sidebar_title_background": "#36367E",
"sidebar_title_primary": "#FFC634",
"sidebar_title_secondary": "#FFFFFF",
"sidebar_title_secondary_hover": "#FFFFFF",
"email_background": "#0E0E56",
"email_logo_background_panel": "#36367E",
"email_sub_text": "#FFFFFF",
"email_button_background": "#36367E",
"email_button_text": "#FFFFFF",
"portal_sidebar_button_background": "#F6F6F6",
"portal_sidebar_button_hover": "#FFFFFF",
"portal_sidebar_button_active": "#FFFFFF",
"portal_brand_title": "#323B4B",
"portal_brand_sub_title": "#828994",
"portal_sidebar_title": "#11151D",
"portal_sidebar_text": "#323B4B",
"portal_sidebar_text_hover": "#323B4B",
"portal_sidebar_text_active": "#323B4B",
"portal_sidebar_icon": "#828994",
"portal_sidebar_icon_hover": "#828994",
"portal_sidebar_icon_active": "#828994",
"portal_background": "#F6F6F6",
"portal_sidebar_account_title": "#11151D",
"portal_sidebar_account_email": "#828994",
"portal_sidebar_divider": "#E3E5E9",
"portal_dashboard_bg_one": "#EF4583",
"portal_dashboard_bg_two": "#FFC634",
"portal_sidebar_collapse_button": "#828994",
"portal_sidebar_collapse_button_hover": "#B3B9C4",
"portal_sidebar_user_select_background": "#F6F6F6",
"portal_sidebar_user_select_hover": "#F6F6F6",
"portal_sidebar_user_select_text": "#323B4B",
"portal_sidebar_user_select_text_hover": "#323B4B",
"portal_sidebar_user_select_border": "#EEEEEE",
"portal_sidebar_user_select_border_hover": "#828994"
},
"is_subscribed": true,
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"keep_deleted_files_for": 30,
"tax": 17.5,
"month_end": 25,
"statement_frequency": "monthly",
"billing": {
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville",
"invoice_county": "Hampshire",
"invoice_postcode": "PO7 7YH",
"invoice_country": "United Kingdom",
"invoice_email": "gareth@codepotato.co.uk"
},
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true,
"cc_email_addresses": [
"jack@example.com",
"jill@example.com"
],
"bcc_email_addresses": [
"jack@example.com",
"jill@example.com"
],
"reply_to_email_address": "jack@example.com",
"mobile_app_support_number": "01234 567890",
"mobile_app_support_email": "support@example.com"
},
"created_at": "2026-05-05T19:41:34+01:00",
"updated_at": "2026-05-05T19:41:34+01:00"
}