Update firm settings Run in API Explorer
Ask AI
Body
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Number of days to keep files in the recycle bin. Set as null for indefinitely
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Tax rate
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Date you will not be able to add charges before
-
Default RMAR advice type for new employees
Value Description independent Independent restricted Restricted Values are
independentorrestricted. -
Day 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
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Default adviser split to be applied to new advisers
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Whether to allow clients to view the pseudo folders in the client portal
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Notify the assigned adviser when a client completes a fact find
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Notify the assigned administrator when a client completes a fact find
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Notify the assigned paraplanner when a client completes a fact find
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Charge identifier to apply to charges. Visit support documentation for requirements and list of variables.
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Notify the assigned adviser when a clients core details are updated.
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Notify the assigned adviser when a clients core details are updated.
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Notify the assigned adviser when a clients core details are updated.
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Allow completion of cases with incomplete tasks.
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Automatically create linked policy numbers when reconciling income.
Value Description always ALWAYS ask ASK off OFF Values are
always,ask, oroff.
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":"82c3c8d1-3a95-4503-b88a-e642e2160a33","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,"auto_create_linked_policy_numbers":"always"}'
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": "82c3c8d1-3a95-4503-b88a-e642e2160a33",
"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,
"auto_create_linked_policy_numbers": "always"
}
Response examples (200)
{
"uuid": "eaebc148-bca6-41db-ac47-6c444d2d8b94",
"created_at": "2026-05-19T18:31:16+01:00",
"updated_at": "2026-05-19T18:31:16+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": [
{
"uuid": "5ec173ae-3779-41de-82bc-81523928a50a",
"created_at": "2026-05-19T18:31:16+01:00",
"updated_at": "2026-05-19T18:31:16+01:00",
"enabled": "true",
"addon": "App\\Http\\Resources\\Addons\\AddonResource",
"trial_ends_at": "2026-06-02",
"trial_ends_in_days": 14,
"payment_confirmed_at": "2026-06-06"
}
],
"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": {
"uuid": "677c8946-1f9b-4ce4-b9c6-9dc83e12cdfc",
"created_at": "2026-05-19T18:31:16+01:00",
"updated_at": "2026-05-19T18:31:16+01:00",
"is_template": false,
"name": "Task Board",
"default_list_uuid": "2cf15de9-9396-46dc-a176-fed21960d93e",
"lists": "App\\Http\\Resources\\Board\\BoardListResource",
"is_editable": true,
"priorities": [
{
"name": "High",
"value": "high"
},
{
"name": "Low",
"value": "low"
}
],
"modelable": "App\\Http\\Resources\\CasesResource"
},
"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"
}