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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
note

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