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Info
The information in this document is currently in BETA and subject to change.

The Participants resource is one the central resources in the Actionstep system. Many other resources reference it and there are a large number of resources that extend this base resource. Participants server as the base contact record for general Contacts, Action Participants, System Users and Divisions.

Resource Location:

Resource Properties

Scope Parameter	participants
Location	/participants

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Methods

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	GET POST PUT

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Default Page Size

...

Max Page Size
	50

...

Default Includes
	200

...

	None

Resource Atributes

Field	Description	Format	Required	Field Type	Notes
displayName	The participants name formatted as defined by the Display Name Format global preference.	string

true

false

default

Read-only field. Returned in GET requests.
isCompany	Defines the participant as either a Company or Individual.	boolean	true	default


companyName	The name of the company if the participant is a Company, or the name of the employer if the participant is an Individual.	string	false	default


salutation	The Individual's prefix.	string	false	default


firstName	The Individual's first name.	string

false

*

default

If isCompany === false then this field is required.
middleName	The Individual's middle name.	string	false	default


lastName	The Individual's last name.	string

false

*

default

If isCompany === false then this field is required.
suffix	The Individual's suffix.	string	false	default


preferredName	The Individual's preferred name.	string	false	additional


physicalAddressLine1	The primary field for the physical address of the participant.	string	false	default


physicalAddressLine2	An optional secondary address field for the physical address.	string	false	default


physicalCity	The city portion of the physical address.	string	false	default


physicalStateProvince	The state or province portion of the physical address.	string	false	default


physicalPostCode	The postcode or zip code portion of the physical address.	string	false	default

physicalCountryThe associated countries resource for the country portion of the physical address.

stringfalselink


mailingAddressLine1	The primary field for the mailing address of the participant.	string	false	additional


mailingAddressLine2	An optional secondary address field for the mailing address.	string	false	additional


mailingCity	The city portion of the mailing address.	string	false	additional


mailingStateProvince	The state or province portion of the mailing address.	string	false	additional

The associated countries resource for the country portion of the mailing address


mailingPostCode	The postcode or zip code portion of the mailing address.	string	false	additional

mailingCountry

phone1Label

A description of the primary phone number.

string

false

linkphone1Label stringfalse

default

string

phone1Country

The country portion of the primary phone number.

integer

false

default

string


phone1Area

The area code portion of the primary phone number.

integer

false

default

phone1Number

The number portion of the primary phone number.

string

false

default

phone1Notes

A notes field for the primary phone number.

string

false

default


phone2Label

A description of the secondary phone number.

string

false

additional

string

phone2Country

The country portion of the secondary phone number.

integer

false

additional

string


phone2Area

The area code portion of the secondary phone number.

integer

false

additional

phone2Number

The number portion of the secondary phone number.

string

false

additional


phone2Notes

A notes field for the secondary phone number.

string

false

additional


phone3Label

A description of the tertiary phone number.

string

false

additional

string


phone3Country

The country portion of the tertiary phone number.

integer

false

additional

string


phone3Area

The area code portion of the tertiary phone number.

integer

false

additional

phone3Number

The number portion of the tertiary phone number.

string

false

additional


phone3Notes

A notes field for the tertiary phone number.

string

false

additional


phone4Label

A description of the quaternary phone number.

string

false

additional

string

phone4Country

The country portion of the quaternary phone number.

integer

false

additional

string

phone4Area

The area code portion of the quaternary phone number.

integer

false

additional

phone4Number

The number portion of the quaternary phone number.

string

false

additional


phone4Notes

A notes field for the quaternary phone number.

string

false

additional

fax

The participant's fax number.

string

false

additional


sms

The number to use for SMS.

string

false

additional


email	The participant's email address.

string

false

default

website

The participant's web address.

string

false

additional

occupation

occupationtaxNumber

The participant's occupation.

string

false

additional

taxNumber

The tax number for the Company or Individual. Uses the Tax Number Alias on the Base Participant Type to determine what type of tax this is.

string

false

additional

timestamp

birthTimestamp

The Individual's Date of Birth.

date

false

default

timestamp

deathTimestamp

The Individual's Date of Death.

date

false

additional

maritalStatus

The marital status of the Individual.

string

false

default

gender

The gender of the Individual.

string

true

default

emailFormat stringnotificationMethod


modifiedTimestamp	Timestamp when the record was last modified.	timestamp	false	additional
createdTimestamp	Timestamp when the record was created.	timestamp	false	additional

baseParticipantType	The base Participant Type for this resource.	string	true	link	May only have one base type. Not yet implemented
physicalCountry	The associated Countries resource for the country portion of the physical address.	string	false	link
mailingCountry	The associated Countries resource for the country portion of the mailing address.	string	false

additional isNewsletterSubscriber booleanfalseadditional modifiedTimestamp timestampfalseadditional createdTimestamp timestampfalseadditional division stringtruelink billingPreference stringfalselink

	link
division	The associated Divisions resource for the participant.	string	true	link
billingPreference	The associated Billingpreference resource of the participant.	string	false	link	Not Yet Implemented
amlStatus	The status for the AML check for this participant.	string	false	string	Must be one of 'Not started', 'In progress', 'Signed off'.
amlProgress	The percentage of the AML process completed.	integer	false	integer	0 to 100.
amlRisk	The AML risk level assigned to this participant.	string	false	string	Must be one of 'Unknown', 'Low', 'Medium', 'High'.
amlNote	Some AML notes.	string	false	string

Link Templates

Identifier	Resource	Location Template
participants.physicalCountry	countries	/countries/{participants.physicalCountry}
participants.mailingCountry	countries	/countries/{participants.mailingCountry}
participants.division	divisions	/divisions/{participants.division}
participants.billingPreference	billingPreferences	/billingPreferences/{participants.billingPreference}

Example Requests / Responses

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Versions Compared

Old Version 12

New Version Current

Key

Resource Properties

Resource Atributes

Link Templates

Example Requests / Responses