Skip to navigation

Set firm-wide (client manager)

View as Markdown

Sets a firm-wide assignment, covering every advisor instead of a named list. The employee must hold the CLIENT MANAGER role (422 otherwise). Repeating the same request is idempotent and returns 200.

Send no request body. Your organisation is derived from your API key.

Authentication

Authorizationstring
API Key authentication via header

Path parameters

saturn_ref_idstringRequired

Response

Successful response