Planhat | The Unified Customer Platform

Developers

User

Users are all your team members that need access to Planhat. Users can be created in the app, using spreadsheet upload or over API.

If a user is flagged as inactive, they will not be able to login to Planhat and they will not get notifications, but they will be available for assigning accounts etc.

Property	Required	Type	Description
_id		objectId	Planhat identifier.
email	Yes	string	Email of the user.
nickName	Yes	string	Nickname of user which will be shown in Planhat.
firstName	Yes	string	First name of user.
lastName	Yes	string	Last name of user.
roles		array	Array of role ids assigned to the user.
externalId		string	The users' id in your system.
inactive		boolean	Sets the user in inactive state. A user set as inactive won't be able to login and won't receive notifications. Default is true.
image		object	Object containing the avatar information. (Autogenerated).
radarOneLine		boolean	Internal system field. (Autogenerated).
taskFilter		object	Object containing the task filter information. (Autogenerated).
companyFilter		string	Internal system field. (Autogenerated).
compressedView		boolean	Internal system field. (Autogenerated).
isHidden		boolean	Defines if the user is hidden within the system.
notificationsEnabled		boolean	Defines if the user has notifications enabled. Default is true.
createDate		string	ISO date of when the user was created. (Autogenerated).
createdAt		string	ISO date of when the user was created.
updatedAt		string	ISO date of when the user was last updated. (Autogenerated).
permissions		array	Array of user's permissions. (Autogenerated).
tzOffset		number	User's timezone offset.
managers		array	Array of user's manager(s) id(s).
teams		array	Array of user's team(s) id(s).
isExposedAsSenderOption		boolean	Sets user as option for email sender.
custom		object	A flexible object with custom data.

Users are all your team members that need access to Planhat. Users can be created in the app, using spreadsheet upload or over API.

If a user is flagged as inactive, they will not be able to login to Planhat and they will not get notifications, but they will be available for assigning accounts etc.

Property	Required	Type	Description
_id		objectId	Planhat identifier.
email	Yes	string	Email of the user.
nickName	Yes	string	Nickname of user which will be shown in Planhat.
firstName	Yes	string	First name of user.
lastName	Yes	string	Last name of user.
roles		array	Array of role ids assigned to the user.
externalId		string	The users' id in your system.
inactive		boolean	Sets the user in inactive state. A user set as inactive won't be able to login and won't receive notifications. Default is true.
image		object	Object containing the avatar information. (Autogenerated).
radarOneLine		boolean	Internal system field. (Autogenerated).
taskFilter		object	Object containing the task filter information. (Autogenerated).
companyFilter		string	Internal system field. (Autogenerated).
compressedView		boolean	Internal system field. (Autogenerated).
isHidden		boolean	Defines if the user is hidden within the system.
notificationsEnabled		boolean	Defines if the user has notifications enabled. Default is true.
createDate		string	ISO date of when the user was created. (Autogenerated).
createdAt		string	ISO date of when the user was created.
updatedAt		string	ISO date of when the user was last updated. (Autogenerated).
permissions		array	Array of user's permissions. (Autogenerated).
tzOffset		number	User's timezone offset.
managers		array	Array of user's manager(s) id(s).
teams		array	Array of user's team(s) id(s).
isExposedAsSenderOption		boolean	Sets user as option for email sender.
custom		object	A flexible object with custom data.

Users are all your team members that need access to Planhat. Users can be created in the app, using spreadsheet upload or over API.

If a user is flagged as inactive, they will not be able to login to Planhat and they will not get notifications, but they will be available for assigning accounts etc.

Property	Required	Type	Description
_id		objectId	Planhat identifier.
email	Yes	string	Email of the user.
nickName	Yes	string	Nickname of user which will be shown in Planhat.
firstName	Yes	string	First name of user.
lastName	Yes	string	Last name of user.
roles		array	Array of role ids assigned to the user.
externalId		string	The users' id in your system.
inactive		boolean	Sets the user in inactive state. A user set as inactive won't be able to login and won't receive notifications. Default is true.
image		object	Object containing the avatar information. (Autogenerated).
radarOneLine		boolean	Internal system field. (Autogenerated).
taskFilter		object	Object containing the task filter information. (Autogenerated).
companyFilter		string	Internal system field. (Autogenerated).
compressedView		boolean	Internal system field. (Autogenerated).
isHidden		boolean	Defines if the user is hidden within the system.
notificationsEnabled		boolean	Defines if the user has notifications enabled. Default is true.
createDate		string	ISO date of when the user was created. (Autogenerated).
createdAt		string	ISO date of when the user was created.
updatedAt		string	ISO date of when the user was last updated. (Autogenerated).
permissions		array	Array of user's permissions. (Autogenerated).
tzOffset		number	User's timezone offset.
managers		array	Array of user's manager(s) id(s).
teams		array	Array of user's team(s) id(s).
isExposedAsSenderOption		boolean	Sets user as option for email sender.
custom		object	A flexible object with custom data.

Create user

Post

To create a user it's required to define in the payload a nickName, email, firstName, and lastName.

Example Request

curl --location -g --request POST 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '{
        "email": "bob@test.com",
        "firstName": "Bob",
        "lastName": "Marley",
        "nickName": "Bob",
        "roles": [
            "57e2b92ff795575a5b8c4659"
        ]
    }'

Example Response

200 ok

'{
    "skippedGettingStartedSteps": {
        "email": false,
        "linkedin": false,
        "avatar": false,
        "all": false,
        "team": false,
        "customers": false
    },
    "sharedNotificationsPrefs": {
        "enabled": [],
        "disabled": [],
        "disabledEvents": []
    },
    "image": {
        "path": ""
    },
    "firstName": "Bob",
    "lastName": "Marley",
    "isHidden": false,
    "removed": false,
    "inactive": true,
    "compressedView": false,
    "companyFilter": "",
    "taskFilter": "",
    "workflowFilter": "",
    "playLogDisabled": true,
    "radarOneLine": false,
    "expandedFolders": [],
    "usageReportColumnsEnabled": [],
    "companyUsersEnabledColumns": [],
    "revReportPeriodType": "past x days",
    "splitLayoutDisabled": false,
    "dailyDigest": true,
    "followerUpdate": true,
    "inAppNotifications": true,
    "lastVisitedCompanies": [],
    "lastVisitedEndusers": [],
    "roles": [
        "57e2b92ff795575a5b8c4659"
    ],
    "apiTokens": [],
    "poc": [],
    "isExposedAsSenderOption": false,
    "defaultMeetingLength": 60,
    "collapsedFolders": [],
    "type": "user",
    "_id": "61031e2ad414d49dcdb61b22",
    "email": "bob@test.com",
    "nickName": "Bob",
    "createDate": "2021-07-29T21:31:22.042Z",
    "__v": 0
}'

Create user

Post

To create a user it's required to define in the payload a nickName, email, firstName, and lastName.

Example Request

curl --location -g --request POST 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '{
        "email": "bob@test.com",
        "firstName": "Bob",
        "lastName": "Marley",
        "nickName": "Bob",
        "roles": [
            "57e2b92ff795575a5b8c4659"
        ]
    }'

Example Response

200 ok

'{
    "skippedGettingStartedSteps": {
        "email": false,
        "linkedin": false,
        "avatar": false,
        "all": false,
        "team": false,
        "customers": false
    },
    "sharedNotificationsPrefs": {
        "enabled": [],
        "disabled": [],
        "disabledEvents": []
    },
    "image": {
        "path": ""
    },
    "firstName": "Bob",
    "lastName": "Marley",
    "isHidden": false,
    "removed": false,
    "inactive": true,
    "compressedView": false,
    "companyFilter": "",
    "taskFilter": "",
    "workflowFilter": "",
    "playLogDisabled": true,
    "radarOneLine": false,
    "expandedFolders": [],
    "usageReportColumnsEnabled": [],
    "companyUsersEnabledColumns": [],
    "revReportPeriodType": "past x days",
    "splitLayoutDisabled": false,
    "dailyDigest": true,
    "followerUpdate": true,
    "inAppNotifications": true,
    "lastVisitedCompanies": [],
    "lastVisitedEndusers": [],
    "roles": [
        "57e2b92ff795575a5b8c4659"
    ],
    "apiTokens": [],
    "poc": [],
    "isExposedAsSenderOption": false,
    "defaultMeetingLength": 60,
    "collapsedFolders": [],
    "type": "user",
    "_id": "61031e2ad414d49dcdb61b22",
    "email": "bob@test.com",
    "nickName": "Bob",
    "createDate": "2021-07-29T21:31:22.042Z",
    "__v": 0
}'

Create user

Post

To create a user it's required to define in the payload a nickName, email, firstName, and lastName.

Example Request

curl --location -g --request POST 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '{
        "email": "bob@test.com",
        "firstName": "Bob",
        "lastName": "Marley",
        "nickName": "Bob",
        "roles": [
            "57e2b92ff795575a5b8c4659"
        ]
    }'

Example Response

200 ok

'{
    "skippedGettingStartedSteps": {
        "email": false,
        "linkedin": false,
        "avatar": false,
        "all": false,
        "team": false,
        "customers": false
    },
    "sharedNotificationsPrefs": {
        "enabled": [],
        "disabled": [],
        "disabledEvents": []
    },
    "image": {
        "path": ""
    },
    "firstName": "Bob",
    "lastName": "Marley",
    "isHidden": false,
    "removed": false,
    "inactive": true,
    "compressedView": false,
    "companyFilter": "",
    "taskFilter": "",
    "workflowFilter": "",
    "playLogDisabled": true,
    "radarOneLine": false,
    "expandedFolders": [],
    "usageReportColumnsEnabled": [],
    "companyUsersEnabledColumns": [],
    "revReportPeriodType": "past x days",
    "splitLayoutDisabled": false,
    "dailyDigest": true,
    "followerUpdate": true,
    "inAppNotifications": true,
    "lastVisitedCompanies": [],
    "lastVisitedEndusers": [],
    "roles": [
        "57e2b92ff795575a5b8c4659"
    ],
    "apiTokens": [],
    "poc": [],
    "isExposedAsSenderOption": false,
    "defaultMeetingLength": 60,
    "collapsedFolders": [],
    "type": "user",
    "_id": "61031e2ad414d49dcdb61b22",
    "email": "bob@test.com",
    "nickName": "Bob",
    "createDate": "2021-07-29T21:31:22.042Z",
    "__v": 0
}'

Update user

Put

To update a user it's required to pass the user _id in the request URL as a parameter.

Alternately it’s possible to update using the user externalId adding a prefix.

Example:

Example Request

curl --location -g --request PUT 'https://api.planhat.com/users/61031e2ad414d49dcdb61b22' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '{
        "nickName": "Bob Marley"
    }'

Example Response

200 ok

'{
    "_id": "61031e2ad414d49dcdb61b22",
    "skippedGettingStartedSteps": {
        "email": false,
        "linkedin": false,
        "avatar": false,
        "all": false,
        "team": false,
        "customers": false
    },
    "sharedNotificationsPrefs": {
        "enabled": [],
        "disabled": [],
        "disabledEvents": []
    },
    "image": {
        "path": ""
    },
    "firstName": "Bob",
    "lastName": "Marley",
    "isHidden": false,
    "removed": false,
    "inactive": true,
    "compressedView": false,
    "companyFilter": "",
    "taskFilter": "",
    "workflowFilter": "",
    "playLogDisabled": true,
    "radarOneLine": false,
    "expandedFolders": [],
    "usageReportColumnsEnabled": [],
    "companyUsersEnabledColumns": [],
    "revReportPeriodType": "past x days",
    "splitLayoutDisabled": false,
    "dailyDigest": true,
    "followerUpdate": true,
    "inAppNotifications": true,
    "lastVisitedCompanies": [],
    "lastVisitedEndusers": [],
    "roles": [
        "57e2b92ff795575a5b8c4659"
    ],
    "poc": [],
    "isExposedAsSenderOption": false,
    "defaultMeetingLength": 60,
    "collapsedFolders": [],
    "type": "user",
    "email": "bob@test.com",
    "nickName": "Bob Marley",
    "createDate": "2021-07-29T21:31:22.042Z",
    "__v": 0
}'

Update user

Put

To update a user it's required to pass the user _id in the request URL as a parameter.

Alternately it’s possible to update using the user externalId adding a prefix.

Example:

Example Request

curl --location -g --request PUT 'https://api.planhat.com/users/61031e2ad414d49dcdb61b22' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '{
        "nickName": "Bob Marley"
    }'

Example Response

200 ok

'{
    "_id": "61031e2ad414d49dcdb61b22",
    "skippedGettingStartedSteps": {
        "email": false,
        "linkedin": false,
        "avatar": false,
        "all": false,
        "team": false,
        "customers": false
    },
    "sharedNotificationsPrefs": {
        "enabled": [],
        "disabled": [],
        "disabledEvents": []
    },
    "image": {
        "path": ""
    },
    "firstName": "Bob",
    "lastName": "Marley",
    "isHidden": false,
    "removed": false,
    "inactive": true,
    "compressedView": false,
    "companyFilter": "",
    "taskFilter": "",
    "workflowFilter": "",
    "playLogDisabled": true,
    "radarOneLine": false,
    "expandedFolders": [],
    "usageReportColumnsEnabled": [],
    "companyUsersEnabledColumns": [],
    "revReportPeriodType": "past x days",
    "splitLayoutDisabled": false,
    "dailyDigest": true,
    "followerUpdate": true,
    "inAppNotifications": true,
    "lastVisitedCompanies": [],
    "lastVisitedEndusers": [],
    "roles": [
        "57e2b92ff795575a5b8c4659"
    ],
    "poc": [],
    "isExposedAsSenderOption": false,
    "defaultMeetingLength": 60,
    "collapsedFolders": [],
    "type": "user",
    "email": "bob@test.com",
    "nickName": "Bob Marley",
    "createDate": "2021-07-29T21:31:22.042Z",
    "__v": 0
}'

Update user

Put

To update a user it's required to pass the user _id in the request URL as a parameter.

Alternately it’s possible to update using the user externalId adding a prefix.

Example:

Example Request

curl --location -g --request PUT 'https://api.planhat.com/users/61031e2ad414d49dcdb61b22' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '{
        "nickName": "Bob Marley"
    }'

Example Response

200 ok

'{
    "_id": "61031e2ad414d49dcdb61b22",
    "skippedGettingStartedSteps": {
        "email": false,
        "linkedin": false,
        "avatar": false,
        "all": false,
        "team": false,
        "customers": false
    },
    "sharedNotificationsPrefs": {
        "enabled": [],
        "disabled": [],
        "disabledEvents": []
    },
    "image": {
        "path": ""
    },
    "firstName": "Bob",
    "lastName": "Marley",
    "isHidden": false,
    "removed": false,
    "inactive": true,
    "compressedView": false,
    "companyFilter": "",
    "taskFilter": "",
    "workflowFilter": "",
    "playLogDisabled": true,
    "radarOneLine": false,
    "expandedFolders": [],
    "usageReportColumnsEnabled": [],
    "companyUsersEnabledColumns": [],
    "revReportPeriodType": "past x days",
    "splitLayoutDisabled": false,
    "dailyDigest": true,
    "followerUpdate": true,
    "inAppNotifications": true,
    "lastVisitedCompanies": [],
    "lastVisitedEndusers": [],
    "roles": [
        "57e2b92ff795575a5b8c4659"
    ],
    "poc": [],
    "isExposedAsSenderOption": false,
    "defaultMeetingLength": 60,
    "collapsedFolders": [],
    "type": "user",
    "email": "bob@test.com",
    "nickName": "Bob Marley",
    "createDate": "2021-07-29T21:31:22.042Z",
    "__v": 0
}'

Get users by ID

Get

To get a specific user it's required to pass the _id in the request URL as a parameter.

Alternately it's possible to get a user using its externalId adding a prefix.

Example:

Example Request

curl --location -g --request get 'https://api.planhat.com/users/564b063a508f068051ee82a5' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'{
    "_id": "564b063a508f068051ee82a5",
    "nickName": "Diego Checa",
    "email": "diego@planhat.com",
    "image": {
        "path": ""
    },
    "radarOneLine": false,
    "taskFilter": "",
    "compressedView": false,
    "isHidden": false,
    "createDate": "2016-02-11T18:07:49.173Z",
    "lastName": "",
    "firstName": "Diego",
    "__v": 13,
    "dailyDigest": true,
    "followerUpdate": true,
    "permissions": {
        "admin": true,
        "changeOwner": true,
        "onlyMyPortfolio": false,
        "developer": true
    },
    "revReportPeriodType": "past x days",
    "inAppNotifications": true,
    "playlistSection": "all",
    "lastDailyDigest": 18830,
    "accountAccess": "all accounts",
    "roles": [
        {
            "_id": "000000010000000000000000",
            "name": "CSM",
            "description": "Access to a few selected views and relevant accounts",
            "__v": 393
        },
        {
            "_id": "000000030000000000000000",
            "name": "Developer",
            "description": "Access to API keys, error pages etc",
            "__v": 4
        },
        {
            "_id": "000000000000000000000000",
            "name": "Administrator",
            "description": "Full access, including ability to edit users and settings",
            "__v": 55
        },
        {
            "_id": "000000020000000000000000",
            "name": "Manager",
            "description": "Access to the entire portfolio, and all functionality",
            "__v": 56
        }
    ],
    "msApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedLabels": []
    },
    "playLogDisabled": true,
    "poc": [
        "Agreement"
    ],
    "emailSignature": {
        "content": "<div>hello<br></div>",
        "enabled": false
    },
    "inactive": false,
    "removed": false,
    "tzOffset": -5,
    "intercomAdminId": "1123812",
    "custom": {},
    "defaultMeetingLength": 60,
    "isExposedAsSenderOption": false,
    "splitLayoutDisabled": false,
    "recentOpenSharedView": "56bccdf554d64d837d01be63",
    "invoicesSort": "-dueDate",
    "type": "user",
    "undefined": null,
    "googleApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedLabels": []
    },
    "googleCalendarApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedCalendars": [],
        "calendarToSave": {}
    },
    "msCalendarApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedCalendars": [],
        "calendarToSave": {}
    }
}'

Get users by ID

Get

To get a specific user it's required to pass the _id in the request URL as a parameter.

Alternately it's possible to get a user using its externalId adding a prefix.

Example:

Example Request

curl --location -g --request get 'https://api.planhat.com/users/564b063a508f068051ee82a5' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'{
    "_id": "564b063a508f068051ee82a5",
    "nickName": "Diego Checa",
    "email": "diego@planhat.com",
    "image": {
        "path": ""
    },
    "radarOneLine": false,
    "taskFilter": "",
    "compressedView": false,
    "isHidden": false,
    "createDate": "2016-02-11T18:07:49.173Z",
    "lastName": "",
    "firstName": "Diego",
    "__v": 13,
    "dailyDigest": true,
    "followerUpdate": true,
    "permissions": {
        "admin": true,
        "changeOwner": true,
        "onlyMyPortfolio": false,
        "developer": true
    },
    "revReportPeriodType": "past x days",
    "inAppNotifications": true,
    "playlistSection": "all",
    "lastDailyDigest": 18830,
    "accountAccess": "all accounts",
    "roles": [
        {
            "_id": "000000010000000000000000",
            "name": "CSM",
            "description": "Access to a few selected views and relevant accounts",
            "__v": 393
        },
        {
            "_id": "000000030000000000000000",
            "name": "Developer",
            "description": "Access to API keys, error pages etc",
            "__v": 4
        },
        {
            "_id": "000000000000000000000000",
            "name": "Administrator",
            "description": "Full access, including ability to edit users and settings",
            "__v": 55
        },
        {
            "_id": "000000020000000000000000",
            "name": "Manager",
            "description": "Access to the entire portfolio, and all functionality",
            "__v": 56
        }
    ],
    "msApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedLabels": []
    },
    "playLogDisabled": true,
    "poc": [
        "Agreement"
    ],
    "emailSignature": {
        "content": "<div>hello<br></div>",
        "enabled": false
    },
    "inactive": false,
    "removed": false,
    "tzOffset": -5,
    "intercomAdminId": "1123812",
    "custom": {},
    "defaultMeetingLength": 60,
    "isExposedAsSenderOption": false,
    "splitLayoutDisabled": false,
    "recentOpenSharedView": "56bccdf554d64d837d01be63",
    "invoicesSort": "-dueDate",
    "type": "user",
    "undefined": null,
    "googleApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedLabels": []
    },
    "googleCalendarApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedCalendars": [],
        "calendarToSave": {}
    },
    "msCalendarApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedCalendars": [],
        "calendarToSave": {}
    }
}'

Get users by ID

Get

To get a specific user it's required to pass the _id in the request URL as a parameter.

Alternately it's possible to get a user using its externalId adding a prefix.

Example:

Example Request

curl --location -g --request get 'https://api.planhat.com/users/564b063a508f068051ee82a5' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'{
    "_id": "564b063a508f068051ee82a5",
    "nickName": "Diego Checa",
    "email": "diego@planhat.com",
    "image": {
        "path": ""
    },
    "radarOneLine": false,
    "taskFilter": "",
    "compressedView": false,
    "isHidden": false,
    "createDate": "2016-02-11T18:07:49.173Z",
    "lastName": "",
    "firstName": "Diego",
    "__v": 13,
    "dailyDigest": true,
    "followerUpdate": true,
    "permissions": {
        "admin": true,
        "changeOwner": true,
        "onlyMyPortfolio": false,
        "developer": true
    },
    "revReportPeriodType": "past x days",
    "inAppNotifications": true,
    "playlistSection": "all",
    "lastDailyDigest": 18830,
    "accountAccess": "all accounts",
    "roles": [
        {
            "_id": "000000010000000000000000",
            "name": "CSM",
            "description": "Access to a few selected views and relevant accounts",
            "__v": 393
        },
        {
            "_id": "000000030000000000000000",
            "name": "Developer",
            "description": "Access to API keys, error pages etc",
            "__v": 4
        },
        {
            "_id": "000000000000000000000000",
            "name": "Administrator",
            "description": "Full access, including ability to edit users and settings",
            "__v": 55
        },
        {
            "_id": "000000020000000000000000",
            "name": "Manager",
            "description": "Access to the entire portfolio, and all functionality",
            "__v": 56
        }
    ],
    "msApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedLabels": []
    },
    "playLogDisabled": true,
    "poc": [
        "Agreement"
    ],
    "emailSignature": {
        "content": "<div>hello<br></div>",
        "enabled": false
    },
    "inactive": false,
    "removed": false,
    "tzOffset": -5,
    "intercomAdminId": "1123812",
    "custom": {},
    "defaultMeetingLength": 60,
    "isExposedAsSenderOption": false,
    "splitLayoutDisabled": false,
    "recentOpenSharedView": "56bccdf554d64d837d01be63",
    "invoicesSort": "-dueDate",
    "type": "user",
    "undefined": null,
    "googleApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedLabels": []
    },
    "googleCalendarApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedCalendars": [],
        "calendarToSave": {}
    },
    "msCalendarApi": {
        "accessEnabled": false,
        "syncEnabled": false,
        "syncInitial": false,
        "syncedCalendars": [],
        "calendarToSave": {}
    }
}'

Get users List

Get

When fetching multiple users there are some options that can be used via query params:

limit: Limit the list length. Default is 10000, max. 10000.
offset: Start the list on a specific integer index.
sort: Sort based on a specific property. Prefix the property "-" to change the sort order.
select: Select specific properties. Multiple properties can be specified separating them by commas.

Note: The GET /users endpoint will return the following fields by default: firstName, lastName, nickName, email, externalId, image, isHidden, removed, inactive, managers, teams, isExposedAsSenderOption, createdAt, updatedAt, and tzOffset.

If required there is possible to select any other field(s) from the user using the select query param in the request. e.g.:

Example Request

curl --location -g --request get 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'[
    {
        "_id": "564b063a508f068051ee82a5",
        "nickName": "Diego Checa",
        "email": "diego@planhat.com",
        "image": {
            "path": ""
        },
        "radarOneLine": false,
        "taskFilter": "",
        "compressedView": false,
        "isHidden": false,
        "createDate": "2016-02-11T18:07:49.173Z",
        "lastName": "",
        "firstName": "Diego",
        "__v": 13,
        "dailyDigest": true,
        "followerUpdate": true,
        "permissions": {
            "admin": true,
            "changeOwner": true,
            "onlyMyPortfolio": false,
            "developer": true
        },
        "revReportPeriodType": "past x days",
        "inAppNotifications": true,
        "playlistSection": "all",
        "lastDailyDigest": 18830,
        "accountAccess": "all accounts",
        "roles": [
            {
                "_id": "000000010000000000000000",
                "name": "CSM",
                "description": "Access to a few selected views and relevant accounts",
                "__v": 393
            },
            {
                "_id": "000000030000000000000000",
                "name": "Developer",
                "description": "Access to API keys, error pages etc",
                "__v": 4
            },
            {
                "_id": "000000000000000000000000",
                "name": "Administrator",
                "description": "Full access, including ability to edit users and settings",
                "__v": 55
            },
            {
                "_id": "000000020000000000000000",
                "name": "Manager",
                "description": "Access to the entire portfolio, and all functionality",
                "__v": 56
            }
        ],
        "msApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "playLogDisabled": true,
        "poc": [
            "Agreement"
        ],
        "emailSignature": {
            "content": "<div>hello<br></div>",
            "enabled": false
        },
        "inactive": false,
        "removed": false,
        "tzOffset": -5,
        "intercomAdminId": "1123812",
        "custom": {},
        "defaultMeetingLength": 60,
        "isExposedAsSenderOption": false,
        "splitLayoutDisabled": false,
        "recentOpenSharedView": "56bccdf554d64d837d01be63",
        "invoicesSort": "-dueDate",
        "type": "user",
        "undefined": null,
        "googleApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "googleCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        },
        "msCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        }
    },
    {
        "_id": "5524481f516d59216a6d2b80",
        "nickName": "Sarah",
        "email": "sarah@planhat.com",
        "image": {
            "spacesKey": "arrivato/team/5524481f516d59216a6d2b80_1527055421955.png",
            "path": ""
        },
        "radarOneLine": false,
        "taskFilter": "{\"owner\":\"5524481f516d59216a6d2b80\"}",
        "compressedView": false,
        "isHidden": false,
        "createDate": "2016-02-11T18:07:49.171Z",
        "lastName": "Jones",
        "firstName": "Sarah",
        "__v": 2,
        "permissions": {
            "admin": true,
            "changeOwner": true,
            "onlyMyPortfolio": false,
            "developer": false
        },
        "segment": null,
        "playlistStyle": "calendar",
        "followerUpdate": false,
        "revReportPeriodType": "static",
        "revReportStartDay": 90,
        "revReportStartDate": "2020-08-01T00:00:00.000Z",
        "playlistSection": "all",
        "dailyDigest": true,
        "bubbleChartXParam": "time-to-renewal",
        "inAppNotifications": true,
        "revReportEndDate": "2020-09-01T00:00:00.000Z",
        "convReportEndDate": "2019-01-24T23:59:59.999Z",
        "convReportStartDate": "2018-10-26T23:00:00.000Z",
        "lastDailyDigest": 18831,
        "accountAccess": "all accounts",
        "googleApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "msApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "playLogDisabled": true,
        "roles": [
            {
                "_id": "000000020000000000000000",
                "name": "Manager",
                "description": "Access to the entire portfolio, and all functionality",
                "__v": 56
            },
            {
                "_id": "000000000000000000000000",
                "name": "Administrator",
                "description": "Full access, including ability to edit users and settings",
                "__v": 55
            },
            {
                "_id": "000000010000000000000000",
                "name": "CSM",
                "description": "Access to a few selected views and relevant accounts",
                "__v": 393
            }
        ],
        "custom": {
            "Role": "CSM"
        },
        "disableIncludeChildrenPref": false,
        "inactive": false,
        "isExposedAsSenderOption": true,
        "poc": [],
        "removed": false,
        "tzOffset": 1,
        "splitLayoutDisabled": false,
        "intercomAdminId": "1019963",
        "recentOpenSharedView": "56bccdf554d64d837d01be9d",
        "opportunitiesSort": "landingDate",
        "opportunitiesColumnPref": {
            "companyName": true,
            "title": false,
            "Status": false,
            "comment": false,
            "ownerId": true,
            "mrr": false,
            "dealDate": false,
            "custom-% to Close": false,
            "custom-Owner": true,
            "custom-Technical Rep": true
        },
        "issuesColumnPref": {
            "title": true,
            "createdAt": true,
            "status": true,
            "companies": true,
            "custom-Priority": true,
            "endusers": false,
            "description": false,
            "source": false,
            "sourceId": false,
            "projectId": false,
            "issueType": false,
            "priority": false,
            "sourceUrl": false,
            "updatedAt": false,
            "sourceKey": false
        },
        "defaultMeetingLength": 60,
        "type": "user",
        "undefined": null,
        "googleCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        },
        "msCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        }
    }
]'

Get users List

Get

When fetching multiple users there are some options that can be used via query params:

limit: Limit the list length. Default is 10000, max. 10000.
offset: Start the list on a specific integer index.
sort: Sort based on a specific property. Prefix the property "-" to change the sort order.
select: Select specific properties. Multiple properties can be specified separating them by commas.

Example Request

curl --location -g --request get 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'[
    {
        "_id": "564b063a508f068051ee82a5",
        "nickName": "Diego Checa",
        "email": "diego@planhat.com",
        "image": {
            "path": ""
        },
        "radarOneLine": false,
        "taskFilter": "",
        "compressedView": false,
        "isHidden": false,
        "createDate": "2016-02-11T18:07:49.173Z",
        "lastName": "",
        "firstName": "Diego",
        "__v": 13,
        "dailyDigest": true,
        "followerUpdate": true,
        "permissions": {
            "admin": true,
            "changeOwner": true,
            "onlyMyPortfolio": false,
            "developer": true
        },
        "revReportPeriodType": "past x days",
        "inAppNotifications": true,
        "playlistSection": "all",
        "lastDailyDigest": 18830,
        "accountAccess": "all accounts",
        "roles": [
            {
                "_id": "000000010000000000000000",
                "name": "CSM",
                "description": "Access to a few selected views and relevant accounts",
                "__v": 393
            },
            {
                "_id": "000000030000000000000000",
                "name": "Developer",
                "description": "Access to API keys, error pages etc",
                "__v": 4
            },
            {
                "_id": "000000000000000000000000",
                "name": "Administrator",
                "description": "Full access, including ability to edit users and settings",
                "__v": 55
            },
            {
                "_id": "000000020000000000000000",
                "name": "Manager",
                "description": "Access to the entire portfolio, and all functionality",
                "__v": 56
            }
        ],
        "msApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "playLogDisabled": true,
        "poc": [
            "Agreement"
        ],
        "emailSignature": {
            "content": "<div>hello<br></div>",
            "enabled": false
        },
        "inactive": false,
        "removed": false,
        "tzOffset": -5,
        "intercomAdminId": "1123812",
        "custom": {},
        "defaultMeetingLength": 60,
        "isExposedAsSenderOption": false,
        "splitLayoutDisabled": false,
        "recentOpenSharedView": "56bccdf554d64d837d01be63",
        "invoicesSort": "-dueDate",
        "type": "user",
        "undefined": null,
        "googleApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "googleCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        },
        "msCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        }
    },
    {
        "_id": "5524481f516d59216a6d2b80",
        "nickName": "Sarah",
        "email": "sarah@planhat.com",
        "image": {
            "spacesKey": "arrivato/team/5524481f516d59216a6d2b80_1527055421955.png",
            "path": ""
        },
        "radarOneLine": false,
        "taskFilter": "{\"owner\":\"5524481f516d59216a6d2b80\"}",
        "compressedView": false,
        "isHidden": false,
        "createDate": "2016-02-11T18:07:49.171Z",
        "lastName": "Jones",
        "firstName": "Sarah",
        "__v": 2,
        "permissions": {
            "admin": true,
            "changeOwner": true,
            "onlyMyPortfolio": false,
            "developer": false
        },
        "segment": null,
        "playlistStyle": "calendar",
        "followerUpdate": false,
        "revReportPeriodType": "static",
        "revReportStartDay": 90,
        "revReportStartDate": "2020-08-01T00:00:00.000Z",
        "playlistSection": "all",
        "dailyDigest": true,
        "bubbleChartXParam": "time-to-renewal",
        "inAppNotifications": true,
        "revReportEndDate": "2020-09-01T00:00:00.000Z",
        "convReportEndDate": "2019-01-24T23:59:59.999Z",
        "convReportStartDate": "2018-10-26T23:00:00.000Z",
        "lastDailyDigest": 18831,
        "accountAccess": "all accounts",
        "googleApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "msApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "playLogDisabled": true,
        "roles": [
            {
                "_id": "000000020000000000000000",
                "name": "Manager",
                "description": "Access to the entire portfolio, and all functionality",
                "__v": 56
            },
            {
                "_id": "000000000000000000000000",
                "name": "Administrator",
                "description": "Full access, including ability to edit users and settings",
                "__v": 55
            },
            {
                "_id": "000000010000000000000000",
                "name": "CSM",
                "description": "Access to a few selected views and relevant accounts",
                "__v": 393
            }
        ],
        "custom": {
            "Role": "CSM"
        },
        "disableIncludeChildrenPref": false,
        "inactive": false,
        "isExposedAsSenderOption": true,
        "poc": [],
        "removed": false,
        "tzOffset": 1,
        "splitLayoutDisabled": false,
        "intercomAdminId": "1019963",
        "recentOpenSharedView": "56bccdf554d64d837d01be9d",
        "opportunitiesSort": "landingDate",
        "opportunitiesColumnPref": {
            "companyName": true,
            "title": false,
            "Status": false,
            "comment": false,
            "ownerId": true,
            "mrr": false,
            "dealDate": false,
            "custom-% to Close": false,
            "custom-Owner": true,
            "custom-Technical Rep": true
        },
        "issuesColumnPref": {
            "title": true,
            "createdAt": true,
            "status": true,
            "companies": true,
            "custom-Priority": true,
            "endusers": false,
            "description": false,
            "source": false,
            "sourceId": false,
            "projectId": false,
            "issueType": false,
            "priority": false,
            "sourceUrl": false,
            "updatedAt": false,
            "sourceKey": false
        },
        "defaultMeetingLength": 60,
        "type": "user",
        "undefined": null,
        "googleCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        },
        "msCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        }
    }
]'

Get users List

Get

When fetching multiple users there are some options that can be used via query params:

limit: Limit the list length. Default is 10000, max. 10000.
offset: Start the list on a specific integer index.
sort: Sort based on a specific property. Prefix the property "-" to change the sort order.
select: Select specific properties. Multiple properties can be specified separating them by commas.

Example Request

curl --location -g --request get 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'[
    {
        "_id": "564b063a508f068051ee82a5",
        "nickName": "Diego Checa",
        "email": "diego@planhat.com",
        "image": {
            "path": ""
        },
        "radarOneLine": false,
        "taskFilter": "",
        "compressedView": false,
        "isHidden": false,
        "createDate": "2016-02-11T18:07:49.173Z",
        "lastName": "",
        "firstName": "Diego",
        "__v": 13,
        "dailyDigest": true,
        "followerUpdate": true,
        "permissions": {
            "admin": true,
            "changeOwner": true,
            "onlyMyPortfolio": false,
            "developer": true
        },
        "revReportPeriodType": "past x days",
        "inAppNotifications": true,
        "playlistSection": "all",
        "lastDailyDigest": 18830,
        "accountAccess": "all accounts",
        "roles": [
            {
                "_id": "000000010000000000000000",
                "name": "CSM",
                "description": "Access to a few selected views and relevant accounts",
                "__v": 393
            },
            {
                "_id": "000000030000000000000000",
                "name": "Developer",
                "description": "Access to API keys, error pages etc",
                "__v": 4
            },
            {
                "_id": "000000000000000000000000",
                "name": "Administrator",
                "description": "Full access, including ability to edit users and settings",
                "__v": 55
            },
            {
                "_id": "000000020000000000000000",
                "name": "Manager",
                "description": "Access to the entire portfolio, and all functionality",
                "__v": 56
            }
        ],
        "msApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "playLogDisabled": true,
        "poc": [
            "Agreement"
        ],
        "emailSignature": {
            "content": "<div>hello<br></div>",
            "enabled": false
        },
        "inactive": false,
        "removed": false,
        "tzOffset": -5,
        "intercomAdminId": "1123812",
        "custom": {},
        "defaultMeetingLength": 60,
        "isExposedAsSenderOption": false,
        "splitLayoutDisabled": false,
        "recentOpenSharedView": "56bccdf554d64d837d01be63",
        "invoicesSort": "-dueDate",
        "type": "user",
        "undefined": null,
        "googleApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "googleCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        },
        "msCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        }
    },
    {
        "_id": "5524481f516d59216a6d2b80",
        "nickName": "Sarah",
        "email": "sarah@planhat.com",
        "image": {
            "spacesKey": "arrivato/team/5524481f516d59216a6d2b80_1527055421955.png",
            "path": ""
        },
        "radarOneLine": false,
        "taskFilter": "{\"owner\":\"5524481f516d59216a6d2b80\"}",
        "compressedView": false,
        "isHidden": false,
        "createDate": "2016-02-11T18:07:49.171Z",
        "lastName": "Jones",
        "firstName": "Sarah",
        "__v": 2,
        "permissions": {
            "admin": true,
            "changeOwner": true,
            "onlyMyPortfolio": false,
            "developer": false
        },
        "segment": null,
        "playlistStyle": "calendar",
        "followerUpdate": false,
        "revReportPeriodType": "static",
        "revReportStartDay": 90,
        "revReportStartDate": "2020-08-01T00:00:00.000Z",
        "playlistSection": "all",
        "dailyDigest": true,
        "bubbleChartXParam": "time-to-renewal",
        "inAppNotifications": true,
        "revReportEndDate": "2020-09-01T00:00:00.000Z",
        "convReportEndDate": "2019-01-24T23:59:59.999Z",
        "convReportStartDate": "2018-10-26T23:00:00.000Z",
        "lastDailyDigest": 18831,
        "accountAccess": "all accounts",
        "googleApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "msApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedLabels": []
        },
        "playLogDisabled": true,
        "roles": [
            {
                "_id": "000000020000000000000000",
                "name": "Manager",
                "description": "Access to the entire portfolio, and all functionality",
                "__v": 56
            },
            {
                "_id": "000000000000000000000000",
                "name": "Administrator",
                "description": "Full access, including ability to edit users and settings",
                "__v": 55
            },
            {
                "_id": "000000010000000000000000",
                "name": "CSM",
                "description": "Access to a few selected views and relevant accounts",
                "__v": 393
            }
        ],
        "custom": {
            "Role": "CSM"
        },
        "disableIncludeChildrenPref": false,
        "inactive": false,
        "isExposedAsSenderOption": true,
        "poc": [],
        "removed": false,
        "tzOffset": 1,
        "splitLayoutDisabled": false,
        "intercomAdminId": "1019963",
        "recentOpenSharedView": "56bccdf554d64d837d01be9d",
        "opportunitiesSort": "landingDate",
        "opportunitiesColumnPref": {
            "companyName": true,
            "title": false,
            "Status": false,
            "comment": false,
            "ownerId": true,
            "mrr": false,
            "dealDate": false,
            "custom-% to Close": false,
            "custom-Owner": true,
            "custom-Technical Rep": true
        },
        "issuesColumnPref": {
            "title": true,
            "createdAt": true,
            "status": true,
            "companies": true,
            "custom-Priority": true,
            "endusers": false,
            "description": false,
            "source": false,
            "sourceId": false,
            "projectId": false,
            "issueType": false,
            "priority": false,
            "sourceUrl": false,
            "updatedAt": false,
            "sourceKey": false
        },
        "defaultMeetingLength": 60,
        "type": "user",
        "undefined": null,
        "googleCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        },
        "msCalendarApi": {
            "accessEnabled": false,
            "syncEnabled": false,
            "syncInitial": false,
            "syncedCalendars": [],
            "calendarToSave": {}
        }
    }
]'

Delete users

Delete

To delete a user it's required to pass the _id in the request URL as a parameter.

Example Request

curl --location -g --request delete 'https://api.planhat.com/users/61031e2ad414d49dcdb61b22' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'{}'

Delete users

Delete

To delete a user it's required to pass the _id in the request URL as a parameter.

Example Request

curl --location -g --request delete 'https://api.planhat.com/users/61031e2ad414d49dcdb61b22' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'{}'

Delete users

Delete

To delete a user it's required to pass the _id in the request URL as a parameter.

Example Request

curl --location -g --request delete 'https://api.planhat.com/users/61031e2ad414d49dcdb61b22' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}'

Example Response

200 ok

'{}'

Bulk Upsert users

Put

To create a user it's required to define a nickName, email, firstName, and lastName.

To update a user it is required to specify in the payload one of the following keyables, listed in order of priority: _id, externalId, email.

Since this is a bulk upsert operation it's possible to create and/or update multiple users with the same payload.

For more details please refer to the bulk upsert section.

Note: There is an upper limit of 5,000 items per request.

Example Request

curl --location -g --request put 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '[
        {
            "email": "rob@test.com",
            "firstName": "Robbert",
            "lastName": "Rob",
            "nickName": "Tyler",
            "roles": [
                "57e2b92ff795575a5b8c4659"
            ]
        },
        {
            "email": "liz@test.com",
            "firstName": "Liz",
            "lastName": "Elizabeth",
            "nickName": "Gates",
            "roles": [
                "5d35c292344cb854c0a5af28"
            ]
        }
    ]'

Example Response

200 ok

'{
    "created": 2,
    "createdErrors": [],
    "insertsKeys": [
        {
            "_id": "61033193e41b0aa81c926c8b",
            "email": "rob@test.com"
        },
        {
            "_id": "61033193e41b0aa81c926c8c",
            "email": "liz@test.com"
        }
    ],
    "updated": 0,
    "updatedErrors": [],
    "updatesKeys": [],
    "nonupdates": 0,
    "modified": [],
    "upsertedIds": [
        "61033193e41b0aa81c926c8b",
        "61033193e41b0aa81c926c8c"
    ],
    "permissionErrors": []
}'

Bulk Upsert users

Put

To create a user it's required to define a nickName, email, firstName, and lastName.

To update a user it is required to specify in the payload one of the following keyables, listed in order of priority: _id, externalId, email.

Since this is a bulk upsert operation it's possible to create and/or update multiple users with the same payload.

For more details please refer to the bulk upsert section.

Note: There is an upper limit of 5,000 items per request.

Example Request

curl --location -g --request put 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '[
        {
            "email": "rob@test.com",
            "firstName": "Robbert",
            "lastName": "Rob",
            "nickName": "Tyler",
            "roles": [
                "57e2b92ff795575a5b8c4659"
            ]
        },
        {
            "email": "liz@test.com",
            "firstName": "Liz",
            "lastName": "Elizabeth",
            "nickName": "Gates",
            "roles": [
                "5d35c292344cb854c0a5af28"
            ]
        }
    ]'

Example Response

200 ok

'{
    "created": 2,
    "createdErrors": [],
    "insertsKeys": [
        {
            "_id": "61033193e41b0aa81c926c8b",
            "email": "rob@test.com"
        },
        {
            "_id": "61033193e41b0aa81c926c8c",
            "email": "liz@test.com"
        }
    ],
    "updated": 0,
    "updatedErrors": [],
    "updatesKeys": [],
    "nonupdates": 0,
    "modified": [],
    "upsertedIds": [
        "61033193e41b0aa81c926c8b",
        "61033193e41b0aa81c926c8c"
    ],
    "permissionErrors": []
}'

Bulk Upsert users

Put

To create a user it's required to define a nickName, email, firstName, and lastName.

To update a user it is required to specify in the payload one of the following keyables, listed in order of priority: _id, externalId, email.

Since this is a bulk upsert operation it's possible to create and/or update multiple users with the same payload.

For more details please refer to the bulk upsert section.

Note: There is an upper limit of 5,000 items per request.

Example Request

curl --location -g --request put 'https://api.planhat.com/users' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{apiToken}}' \
--data-raw '[
        {
            "email": "rob@test.com",
            "firstName": "Robbert",
            "lastName": "Rob",
            "nickName": "Tyler",
            "roles": [
                "57e2b92ff795575a5b8c4659"
            ]
        },
        {
            "email": "liz@test.com",
            "firstName": "Liz",
            "lastName": "Elizabeth",
            "nickName": "Gates",
            "roles": [
                "5d35c292344cb854c0a5af28"
            ]
        }
    ]'

Example Response

200 ok

'{
    "created": 2,
    "createdErrors": [],
    "insertsKeys": [
        {
            "_id": "61033193e41b0aa81c926c8b",
            "email": "rob@test.com"
        },
        {
            "_id": "61033193e41b0aa81c926c8c",
            "email": "liz@test.com"
        }
    ],
    "updated": 0,
    "updatedErrors": [],
    "updatesKeys": [],
    "nonupdates": 0,
    "modified": [],
    "upsertedIds": [
        "61033193e41b0aa81c926c8b",
        "61033193e41b0aa81c926c8c"
    ],
    "permissionErrors": []
}'

Developers

API /

User

User

Property

Required

Type

Description

Property

Required

Type

Description

Property

Required

Type

Description

Create user

Create user

Create user

Update user

Example:

Update user

Example:

Update user

Example:

Get users by ID

Example:

Get users by ID

Example:

Get users by ID

Example:

Get users List

Get users List

Get users List

Delete users

Delete users

Delete users

Bulk Upsert users

Bulk Upsert users

Bulk Upsert users