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Client Management

For different user roles, the meaning and capabilities associated with the term "client" vary.

  • For PM (Program Manager)**: "Client" refers to one or more clients you manage.
  • For Client: "Client" refers to yourself.

Call /clients/business to perform the following actions:

ActionPM RoleClient Role
Create ClientCan create new clients-
Delete ClientCan delete clients under their management-
Retrieve ClientCan retrieve client lists or single client information under their managementCan only retrieve their own information
Edit ClientCan edit client information under their managementCan edit their own information

[!clientId Differences] The meaning of clientId depends on the user role. Please refer to Understanding User Persona for more details.