Update a firm

PUT /api/v1/firm/{uuid}

Personal access token & O auth2

Path parameters

uuid string Required

application/json

Body

name string

The firm's name.
regulatory_text string

The firm's regulatory text.
ip_whitelist array[string]

IP Addresses that are allowed to access Plannr

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.
- name string
  
  Name of the firm
- slug string
  
  Slug of the firm
- address_1 string
  
  First line of the address
- address_2 string
  
  Second line of the address
- town_city string
  
  Town/City
- county string
  
  County
- postcode string
  
  Postcode
- country string
  
  Country
- regulatory_text string
  
  Regulatory text of the firm.
- logo string
  
  URL of your firm logo.
- logo_icon string
  
  URL of your firm logo icon.
- brand_colours object
  
  Firm branding colours.
  
  Hide brand_colours attributes Show brand_colours attributes object
  
  sidebar_background string
  
  sidebar_accent string
  
  sidebar_text string
  
  sidebar_hover string
  
  sidebar_active string
  
  sidebar_title_background string
  
  sidebar_title_primary string
  
  sidebar_title_secondary string
  
  sidebar_title_secondary_hover string
  
  email_background string
  
  email_logo_background_panel string
  
  email_sub_text string
  
  email_button_background string
  
  email_button_text string
  
  portal_sidebar_button_background string
  
  portal_sidebar_button_hover string
  
  portal_sidebar_button_active string
  
  portal_brand_title string
  
  portal_brand_sub_title string
  
  portal_sidebar_title string
  
  portal_sidebar_text string
  
  portal_sidebar_text_hover string
  
  portal_sidebar_text_active string
  
  portal_sidebar_icon string
  
  portal_sidebar_icon_hover string
  
  portal_sidebar_icon_active string
  
  portal_background string
  
  portal_sidebar_account_title string
  
  portal_account_email string
  
  portal_sidebar_divider string
  
  portal_dashboard_bg_one string
  
  portal_dashboard_bg_two string
- is_subscribed boolean
  
  Subscription status.
- addon_subscriptions array[object]
  
  All addons the firm is subscribed to.
  
  Hide addon_subscriptions attributes Show addon_subscriptions attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  enabled string
  
  addon string
  
  trial_ends_at string
  
  trial_ends_in_days integer
  
  payment_confirmed_at string
- keep_deleted_files_for integer
  
  Number of days to keep deleted files for
- tax number
  
  Tax percent
- month_end integer
  
  Date of the month for the monthly income reconciliation statements to end
- statement_frequency string
  
  The frequency of the income reconciliation statements
- billing object
  
  Firm invoice details for billing
  
  Hide billing attributes Show billing attributes object
  
  invoice_address_1 string
  
  invoice_address_2 string
  
  invoice_town_city string
  
  invoice_county string
  
  invoice_postcode string
  
  invoice_country string
  
  invoice_email string
- task_board_template object
  
  The task board template that is used when every client or case is created
  
  Hide task_board_template attributes Show task_board_template attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  is_template boolean
  
  name string
  
  default_list_uuid string
  
  lists string
  
  is_editable boolean
  
  priorities array[object]
  
  Hide priorities attributes Show priorities attributes object
  
  name string
  
  value string
  
  modelable string
- ip_whitelist array[string]
  
  A list of IP Addresses a firm is allowed to log in from.
- welcome_paragraph_html string
  
  Custom welcome paragraph html for the branded auth welcome page
- email_welcome_paragraph_html string
  
  Custom welcome paragraph for the welcome/new user email
- show_fact_find_illustrations boolean
  
  Determines if the illustrations/graphics are displayed on the fact-find.

PUT /api/v1/firm/{uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/firm/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Codepotato","regulatory_text":"To view our Privacy Statement, please click here. To view our Cookies Statement, please click here.","ip_whitelist":["192.168.0.1"]}'

Request examples

{
  "name": "Codepotato",
  "regulatory_text": "To view our Privacy Statement, please click here. To view our Cookies Statement, please click here.",
  "ip_whitelist": [
    "192.168.0.1"
  ]
}

Response examples (200)

{
  "tax": 17.5,
  "logo": "https://api.plannrcrm.com/images/plannr.jpg",
  "name": "Codepotato",
  "slug": "codepotato",
  "uuid": "0e830ae3-11a6-4cce-9027-6cc9a1b27c7e",
  "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": "b5552b7e-d367-45eb-a013-fe111d0a0c39",
      "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": "08d9a140-95af-43f7-822f-c1f12ec29129",
    "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": "3a986057-76fd-417f-9bb3-bfa9c3154f98"
  },
  "keep_deleted_files_for": 30,
  "welcome_paragraph_html": "<h1>Welcome.</h1>",
  "email_welcome_paragraph_html": "Welcome to Plannr!",
  "show_fact_find_illustrations": true
}