Body
Required
-
Number of days to keep files in the recycle bin. Set as null for indefinitely
-
Tax rate
-
Date you will not be able to add charges before
-
Default RMAR advice type for new employees
-
Date of the month for the monthly income reconciliation statements to end. Leave at 31 for the end of the month
-
Automatically lock statements after number of days of statement end date. Leave null for never lock automatically. Zero for lock automatically immediately
-
Default adviser split to be applied to new advisers
-
Whether to allow clients to view the pseudo folders in the client portal
-
Notify the assigned adviser when a client completes a fact find
-
Notify the assigned administrator when a client completes a fact find
-
Notify the assigned paraplanner when a client completes a fact find
-
Charge identifier to apply to charges. Visit support documentation for requirements and list of variables.
-
Notify the assigned adviser when a clients core details are updated.
-
Notify the assigned adviser when a clients core details are updated.
-
Notify the assigned adviser when a clients core details are updated.
-
Allow completion of cases with incomplete tasks.
POST
/api/v1/firm/{firm_uuid}/settings
curl \
--request POST 'https://api.plannrcrm.com/api/v1/firm/6ff8f7f6-1eb3-3525-be4a-3932c805afed/settings' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"keep_deleted_files_for":60,"tax":17.5,"rmar_start_date":"2022-08-01","advice_type":"independent","month_end":25,"lock_statements_after":0,"adviser_split_uuid":"747b984e-0bdf-4ea5-86e8-9895d97e8ad3","show_pseudo_folders_in_client_portal":true,"fact_find_completed_notification_to_assigned_adviser":true,"fact_find_completed_notification_to_assigned_administrator":true,"fact_find_completed_notification_to_assigned_paraplanner":true,"charge_identifier":true,"core_details_changed_notification_for_assigned_adviser":true,"core_details_changed_notification_for_assigned_administrator":true,"core_details_changed_notification_for_assigned_paraplanner":true,"allow_completion_of_cases_with_incomplete_tasks":true}'
Request examples
{
"keep_deleted_files_for": 60,
"tax": 17.5,
"rmar_start_date": "2022-08-01",
"advice_type": "independent",
"month_end": 25,
"lock_statements_after": 0,
"adviser_split_uuid": "747b984e-0bdf-4ea5-86e8-9895d97e8ad3",
"show_pseudo_folders_in_client_portal": true,
"fact_find_completed_notification_to_assigned_adviser": true,
"fact_find_completed_notification_to_assigned_administrator": true,
"fact_find_completed_notification_to_assigned_paraplanner": true,
"charge_identifier": true,
"core_details_changed_notification_for_assigned_adviser": true,
"core_details_changed_notification_for_assigned_administrator": true,
"core_details_changed_notification_for_assigned_paraplanner": true,
"allow_completion_of_cases_with_incomplete_tasks": true
}
Response examples (200)
{
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "59f16e49-f3d6-4dd8-bb63-8ca66e762a2c",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2025-06-26T11:37:01+01:00",
"updated_at": "2025-06-26T11:37:01+01:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"portal_background": "#f6f6f6",
"portal_brand_title": "#323b4b",
"sidebar_background": "#0E0E56",
"portal_sidebar_icon": "#828994",
"portal_sidebar_text": "#323b4b",
"portal_account_email": "#828994",
"portal_sidebar_title": "#11151d",
"sidebar_title_primary": "#FFC634",
"portal_brand_sub_title": "#828994",
"portal_sidebar_divider": "#e3e5e9",
"email_button_background": "#36367E",
"portal_dashboard_bg_one": "#EF4583",
"portal_dashboard_bg_two": "#FFC634",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"portal_sidebar_icon_hover": "#828994",
"portal_sidebar_text_hover": "#323b4b",
"portal_sidebar_icon_active": "#828994",
"portal_sidebar_text_active": "#323b4b",
"email_logo_background_panel": "#36367E",
"portal_sidebar_button_hover": "#ffffff",
"portal_sidebar_account_title": "#11151d",
"portal_sidebar_button_active": "#ffffff",
"sidebar_title_secondary_hover": "#ffffff",
"portal_sidebar_button_background": "#f6f6f6"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": [
{
"uuid": "c6ffba2a-fcba-4519-b9dd-327bcadc9f88",
"addon": "App\\Http\\Resources\\Addons\\AddonResource",
"enabled": "true",
"created_at": "2025-06-26T11:37:01+01:00",
"updated_at": "2025-06-26T11:37:01+01:00",
"trial_ends_at": "2025-07-10",
"trial_ends_in_days": 14,
"payment_confirmed_at": "2025-07-14"
}
],
"statement_frequency": "monthly",
"task_board_template": {
"name": "Task Board",
"uuid": "18ae5b76-427a-4f7a-9b34-856358cb5f5c",
"lists": "App\\Http\\Resources\\Board\\BoardListResource",
"modelable": "App\\Http\\Resources\\CasesResource",
"created_at": "2025-06-26T11:37:01+01:00",
"priorities": [
{
"name": "High",
"value": "high"
},
{
"name": "Low",
"value": "low"
}
],
"updated_at": "2025-06-26T11:37:01+01:00",
"is_editable": true,
"is_template": false,
"default_list_uuid": "b17f1991-cff1-4eb4-a66b-cc02cfb89790"
},
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true
}