Body
Required
-
The first name of the employee.
-
The last name of the employee.
-
The email of the employee. Required when with_login is present.
-
Denotes if the employee needs a billable login.
-
The uuid of the senior employee that the employee directly reports to
-
The role of the employee.
-
The departments the employee is part of
-
Adviser split
-
Group UUIDs to sync employee to. Null can be provided to clear an employees groups
-
Employee's RMAR advice type
PUT
/api/v1/employee/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/employee/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"first_name":"Gareth","last_name":"Thompson","email":"gareth.thompson@plannrcrm.com","with_login":true,"assigned_adviser_uuid":"5fad7342-14f0-4857-a548-f8902296ad09","role":"owner","departments":["paraplanner","adviser"],"adviser_split_uuid":"a93c9bc2-7992-4fb0-bde6-3a3d7a6dc22b","groups":["6b63d7bc-b29e-4256-aa18-47fa10b417fc","bcdc77f6-aee1-4717-beb5-30817763bf30"],"advice_type":"independent"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"first_name": "Gareth",
"last_name": "Thompson",
"email": "gareth.thompson@plannrcrm.com",
"with_login": true,
"assigned_adviser_uuid": "5fad7342-14f0-4857-a548-f8902296ad09",
"role": "owner",
"departments": [
"paraplanner",
"adviser"
],
"adviser_split_uuid": "a93c9bc2-7992-4fb0-bde6-3a3d7a6dc22b",
"groups": [
"6b63d7bc-b29e-4256-aa18-47fa10b417fc",
"bcdc77f6-aee1-4717-beb5-30817763bf30"
],
"advice_type": "independent"
}
Response examples (200)
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "cd16c24f-db7b-4cf3-9bf2-68d0fb94d1c2",
"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": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+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": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!",
"show_fact_find_illustrations": true
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "112f0cfd-54f3-4a1d-a8d3-7fe2a717244d",
"colour": "#ef4582",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00"
}
],
"type": "client",
"uuid": "17498aa8-290b-4983-b5e6-51ed0d07bf43",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "c6a3a4cc-c172-43ab-9167-d13cd1cff430",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "399a250a-3587-45a0-b018-35e014f7188d",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "fcf4011b-010a-481a-b416-bb185430f82b",
"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": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
}
],
"circles": [
{
"name": "Jones Family",
"uuid": "8ed2b4ef-2473-419c-810d-cbeacadee4c7",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"joint_account_uuid": "306058e3-ff88-49b3-87fb-99aab3494529",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
}
],
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "2a50c42b-7f78-4757-9a56-982c61793954",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "8334d095-4e48-4723-b4f4-87c75febd08b",
"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": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "4a03405d-2b2b-4db3-af7e-093464ac7f73",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "85c482af-9e55-483d-a3aa-75d959ffb75d",
"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": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
},
"next_review_date": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "0427360b-313a-4416-89f8-d917b42277f2",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-08-07T13:19:39+01:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-08-07T13:41:39+01:00",
"start_date": "2025-08-07T12:51:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"first_contact_date": "2025-08-07T13:41:39+01:00",
"external_references": [
{
"uuid": "2e516353-2465-4821-9c1e-8aeb26bdc0cd",
"reference": "AB123456",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "39ba85d0-d0bf-4d5a-a9ca-5028a2bf456e",
"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": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
},
"joint_account_circle": {
"name": "Jones Family",
"uuid": "78f6b3e9-ad1f-45a2-be03-bc17e34304f6",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"joint_account_uuid": "467d2c7e-88a1-4c10-97a8-a88f9aa15f4e",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"ownership_percentage": 100,
"previous_review_date": "2025-08-07T13:41:39+01:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "c6224581-4789-4f6e-91b2-ebc27c1e3883",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "47ff9e2a-cf6b-4562-bc80-acab8b918669",
"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": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
},
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
}