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 underlying customer.
Call /clients/business to perform the following actions:
| Action | PM Role | Client Role(CAPAY Solution) |
|---|---|---|
| Create Client | Can create new clients | Create underlying customer |
| Delete Client | Can delete clients under their management | Delete underlying customer |
| Retrieve Client | Can retrieve client lists or single client information under their management | Retrieve underlying customer |
| Edit Client | Can edit client information under their management | Edit underlying customer |
note
The meaning of clientId depends on the user role. Please refer to Understanding User Persona for more details.