Switch user accounts | PlannrCRM API documentation

Switch user accounts Run in API Explorer

POST /api/v1/me/switch-account

Personal access token & O auth2

application/json

Body Required

account_uuid string Required

The account UUID to switch to (for web-app).
mobile_account_uuid string Required

The account UUID to switch to (for native apps like mobile).

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)
  
  Hide current_account attributes Show current_account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- current_login object
  
  The current account log in of the user (if included)
  
  Hide current_login attributes Show current_login attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  expires_at string
  
  has_write_permission boolean
  
  has_delete_permission boolean
  
  primary boolean
  
  receives_unread_notifications_email boolean
  
  wealth_enabled boolean
  
  goals_enabled boolean
  
  factfind_enabled boolean
  
  tasks_enabled boolean
  
  welcome_enabled boolean
  
  first_name string
  
  last_name string
  
  email string
  
  account string
  
  firm string
  
  is_impersonated boolean
- 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.
  
  Hide two_factor_mobile_meta attributes Show two_factor_mobile_meta attributes object
  
  country string
  
  formatted string
- current_time_entry object
  
  The current time entry if a timer is running
  
  Hide current_time_entry attributes Show current_time_entry attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  description string
  
  trackable_type string
  
  trackable string
  
  start_date string
  
  end_date string
  
  is_active boolean
  
  total_time_in_minutes integer
  
  computed_time_elapsed_in_seconds integer
  
  account string
- 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 \
 --request POST 'https://api.plannrcrm.com/api/v1/me/switch-account' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"account_uuid":"0c16caaf-7667-48f2-8215-a2a978b66813","mobile_account_uuid":"e9642c80-2da9-48f1-ab7a-e629646836f9"}'

Request examples

{
  "account_uuid": "0c16caaf-7667-48f2-8215-a2a978b66813",
  "mobile_account_uuid": "e9642c80-2da9-48f1-ab7a-e629646836f9"
}

Response examples (200)

{
  "name": "Gareth Thompson",
  "type": "standard",
  "uuid": "327ac6cd-6478-44f4-abb5-0b0ed88ac5b8",
  "email": "gareth@codepotato.co.uk",
  "last_name": "Thompson",
  "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
  "created_at": "2025-11-17T21:14:38+00:00",
  "first_name": "Gareth",
  "updated_at": "2025-11-17T21:14:38+00:00",
  "otp_pending": false,
  "current_login": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "uuid": "a09a1b25-34ff-4693-a912-7cd6be1d2c46",
    "email": "gareth@plannrcrm.com",
    "account": "App\\Http\\Resources\\AccountResource",
    "primary": false,
    "last_name": "Thompson",
    "created_at": "2025-11-17T21:14:38+00:00",
    "expires_at": "2026-02-25T21:14:38+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-11-17T21:14:38+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": "f259f136-2c89-4817-ab8c-86d167eaad29",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-11-17T21:14:38+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-11-17T21:14:38+00:00",
    "with_login": true,
    "inactive_at": "2025-11-17",
    "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": "2025-11-17T21:14:38+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-11-17T21:14:38+00:00",
    "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": "2025-11-17T21:14:38+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-11-17T21:14:38+00:00"
  },
  "two_factor_type": "sms",
  "otp_confirmed_at": "2025-11-17T21:14:38+00:00",
  "two_factor_mobile": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "b9d85d60-080b-4164-8a34-980f9051856a",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-11-17T20:52:38+00:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-11-17T21:14:38+00:00",
    "start_date": "2025-11-17T20:24:38+00:00",
    "updated_at": "2025-11-17T21:14:38+00:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "session_expires_at": "2025-11-17T21:14:38+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"
  }
}