Registration by team Member

Users of different types can be registered by a Team Member (Service User) with relevant permission.

The required permission to register new Users is USER_MANAGER

This functionality is available in the SDK.finance back office and via API.

Registration of a Client by Team Member: Back office Manual

To register a Client by the Team Member via Backoffice go to:

Clients – Add Client.

• To add a new Client System User should choose the role from the dropdown list and input email or phone number which will be used for login. 
• The newly registered user will receive an email or SMS with login credentials and instructions for further actions. 
• Later, Users can change the password in their profile. 

Registration of a Client by Team Member: API flow

API: POST /users

Use this API to create a new user in the system. 

After the user is created, credentials are sent to the provided email or phone number, enabling the user to log in to the system.

When creating a Client (a user with a Business Role), do not provide an organizationId.

• A new organization will be automatically created alongside the user.
• The user will be linked to this new organization as a member.

Request body:

{

"login": "individual+1@sdkfinance.com",

 "role": "individual",

 "organizationId": "6f7e4c4c-df76-42ec-96ba-6447015392e7"

}

Where organizationId is optional. This field is used to attach the new User and Member to an existing Organization which has the following organizationId.

Registration of a Service User by a Team Member: Backoffice Manual 

To register a new Team Member by another Service user go to: 

Roles – Team Members – Create a Team Member.

• To add a new Client System User should choose the role from the dropdown list and input email or phone number which will be used for login. All pre-created role types will be listed in the dropdown list. 
• The newly registered user will receive an email or SMS with login credentials and instructions for further actions. 
• Later, Users can change the password in their profile. 

Registration of a Service User by a Team Member API flow:

API: POST /users

Use this API to create a new user in the system. 

After the user is created, credentials are sent to the provided email or phone number, enabling the user to log in to the system.

To create a user with a service role, the system organizationId must be provided.

• organizationId can be obtained from the /authorization API or the POST users/view API, accessed by a user with service roles.
• All Service Users (Team Members) are automatically associated with the system organization.

Request body:

{

 "login": "ceo@sdkfinance.com",

 "role": "ceo",

 "organizationId": "6f7e4c4c-df76-42ec-96ba-6447015392e7"

}

Read more about Roles and Permissions here.