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Manage Access Control Groups via API

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  • July 10, 2023: Removed PDF.
  • May 21, 2020: Published.

⇤ Endpoints

Access Control Groups allow Admin (Customer Admin) to group subsets of portfolio companies. Access is limited to the assigned users and functionality is based on their role. Use this endpoint to manage Access Control Groups.

See Access Control Groups user permissions.

Endpoints

Access Groups

Path Purpose Description 
/v1/access-groups
 GET: Access Control Groups Get a list of your organization’s Access Control Groups and see your organization’s default group. 
/v1/access-groups
 POST: Create Access Control Group Create a new Access Control Group. 
/v1/access-groups/group_guid
 GET: Details of an Access Control Group Get details of a particular Access Control Group. 
/v1/access-groups/group_guid
 PATCH: Edit Access Control Group Edit an existing Access Control Group. 
/v1/access-groups/group_guid
 DELETE: Delete Access Control Group Delete an existing Access Control Group.

Folders

Path Purpose Description 
/v1/folders
 GET: Folder Details This returns each folder as separate objects and shared folders that are owned by you or are associated with you. 
/v1/folders/folder_guid
 PATCH: Manage Shared Folder Permissions Manage permissions for shared folders and access control groups.

Users

Path Purpose Description 
/v2/users
 GET: Users Get a list of all the users within your account. 
/v2/users/user_guid
 GET: User Details Get account details of a user in your organization.

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