Info |
---|
The information in this document is currently in BETA and subject to change. |
The Roles resource details the various system roles that have been set up in the system. Each User who has access to the system belongs to a system role. Permissions and many other settings are set on a system role basis. The meta data attribute "currentRole" is a link to the Roles resource for the accessing user.
Resource Properties
Scope Parameter | roles |
---|
Location | /roles |
---|
Methods | GET |
---|
Default Page Size | 50 |
---|
Max Page Size | 200 |
---|
Default Includes | None |
---|
...
Resource Attributes
Field | Description | Format | Required | Field Type | Notes |
---|
name | The name given to the system role. | string | true | default |
|
|
description | A description of the system role. | string | false | default |
|
|
defaultMonthlyFee | The default monthly fee for system roles of this type. | number | true | additional |
|
|
defaultMonthlyFeeCurrencyCode | The currency code for the default monthly fee. | string | true | additional |
|
|
defaultMonthlyFeeNotes | Notes associated with default monthly fee. | string | false | additional |
|
|
overrideDiscountPercent | The override discount percent for this system role. | number | true | additional |
|
|
hasAuthority | Indicated if the system role has billing authority by default. | boolean | true | additional |
|
|
isHeadsUpEnabled | Indicates if the HeadsUp feature is enabled for this system role. | boolean | true | additional |
|
menusMain | A list of top navigation bar menu items this role has access to (space delimited) | string | true | default | Use this to enable/disable the corresponding features in your app. Example: "Home Actions Tasks Contacts" |
menusActionDetails | A list of menu items this role has access to inside an action (space delimited) | string | true | default | Use this to enable/disable the corresponding features in your app. Example: "Overview Participants FileNotes" |
rate | The rates resource associated to this system role. | string | false | link |
|
|
policy | The policy resource associated to this system role. | string | false | link | Not Yet Implemented. |
...
Link Templates
Identifier | Resource | Location Template |
---|
roles.rate | rates | /rates/{roles.rate} |
roles.policy | policies | /policies/{roles.policy} |