Buckets:
| title: Users | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/company-console/users/ | |
| # Users | Sage Intacct Developer | |
| * Users | |
| + Get User Object Definition | |
| + Query and List Users | |
| + Query and List Users (Legacy) | |
| + Get User | |
| + Get User by ID | |
| + Create User | |
| + Update User | |
| + Delete User | |
| * User Permissions | |
| + Get User Effective Permissions | |
| + Get User Permission Object Definition | |
| + Query and List User Permissions | |
| + Query and List User Permissions (Legacy) | |
| + Get User Permission | |
| * User Roles | |
| + Get User Role Assignment Object Definition | |
| + Query and List User Role Assignments | |
| + Query and List User Role Assignments (Legacy) | |
| + Get User Role Assignment | |
| + Create User Role Assignment | |
| + Get Computed User Role Assignment Object Definition | |
| + Query and List Computed User Role Assignments | |
| + Query and List Computed User Role Assignments (Legacy) | |
| + Get Computed User Role Assignment | |
| * User Restrictions | |
| + Get User Restriction Object Definition | |
| + Query and List User Restrictions | |
| + Query and List User Restrictions (Legacy) | |
| + Get User Restrictions | |
| * User Date and Time Formatting Preferences | |
| + List User Date and Time Formatting Preferences | |
| --- | |
| Any user that needs to sign into Sage Intacct must have a unique user record. | |
| --- | |
| ## Users | |
| ### Get User Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the user object: | |
| ```xml | |
| <lookup> | |
| <object>USERINFO</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERINFO` | | |
| --- | |
| ### Query and List Users | |
| #### `query` | |
| > List the login ID and record number of each active user: | |
| ```xml | |
| <query> | |
| <object>USERINFO</object> | |
| <select> | |
| <field>LOGINID</field> | |
| <field>RECORDNO</field> | |
| </select> | |
| <filter> | |
| <equalto> | |
| <field>STATUS</field> | |
| <value>active</value> | |
| </equalto> | |
| </filter> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERINFO` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ### Query and List Users (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>USERINFO</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERINFO` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| `query` Fields | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | USERTYPE | Optional | string | User type. * `B` - business user * `E` - employee user * `R` - view only user * `W` - writeup user * `D` - dashboard user * `P` - project manager user * `C` - construction manager user * `A` - payment approver user * `T` - platform user * `S` - CRM user * `H` - warehouse user | | |
| --- | |
| ### Get User | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>USERINFO</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERINFO` | | |
| | keys | Required | string | Comma-separated list of user `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ### Get User by ID | |
| #### `readByName` | |
| ```xml | |
| <readByName> | |
| <object>USERINFO</object> | |
| <keys>jsmith</keys> | |
| <fields>*</fields> | |
| </readByName> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERINFO` | | |
| | keys | Required | string | Comma-separated list of user `LOGINID` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ### Create User | |
| When a user is created, it must be associated with a contact. The new user can be associated with a new contact created at the same time, or associated with an existing contact. | |
| Only users with Administrative privileges can create users. | |
| #### `create` | |
| > Create a user with a new contact: | |
| ```xml | |
| <create> | |
| <USERINFO> | |
| <LOGINID>jsmith</LOGINID> | |
| <CONTACTINFO> | |
| <LASTNAME>John</LASTNAME> | |
| <FIRSTNAME>Smith</FIRSTNAME> | |
| <EMAIL1>jsmith@example.com</EMAIL1> | |
| </CONTACTINFO> | |
| <DESCRIPTION>John Smith</DESCRIPTION> | |
| <USERTYPE>business user</USERTYPE> | |
| <ADMIN>false</ADMIN> | |
| <STATUS>active</STATUS> | |
| <SSO_ENABLED>true</SSO_ENABLED> | |
| <SSO_FEDERATED_ID>jsmith</SSO_FEDERATED_ID> | |
| </USERINFO> | |
| </create> | |
| ``` | |
| > Create a user with an existing contact, and set location and department restrictions: | |
| ```xml | |
| <create> | |
| <USERINFO> | |
| <LOGINID>jsmith</LOGINID> | |
| <CONTACTINFO> | |
| <CONTACTNAME>Smith, John</CONTACTNAME> | |
| </CONTACTINFO> | |
| <DESCRIPTION>John Smith</DESCRIPTION> | |
| <USERTYPE>business user</USERTYPE> | |
| <ADMIN>false</ADMIN> | |
| <STATUS>active</STATUS> | |
| <SSO_ENABLED>true</SSO_ENABLED> | |
| <SSO_FEDERATED_ID>jsmith</SSO_FEDERATED_ID> | |
| <USERLOCATIONS> | |
| <LOCATIONID>San Jose</LOCATIONID> | |
| </USERLOCATIONS> | |
| <USERDEPARTMENTS> | |
| <DEPARTMENTID>01 - AP</DEPARTMENTID> | |
| </USERDEPARTMENTS> | |
| </USERINFO> | |
| </create> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | USERINFO | Required | object | Object to create | | |
| `USERINFO` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | LOGINID | Required | string | User ID | | |
| | CONTACTINFO | Required | object | Contact info of user | | |
| | DESCRIPTION | Optional | string | User name. This is usually a concatenation of first and last name | | |
| | USERTYPE | Optional | string | User type. * `business user` - default * `employee user` * `view only user` * `dashboard user` * `project manager user` * `construction manager user` * `platform user` * `warehouse user` * `payment approver` - only for clients of Accountant consoles * `CRM user` - user must have `LOGINDISABLED` set to true | | |
| | STATUS | Optional | string | User status. * `active` - default * `lockedout` | | |
| | LOGINDISABLED | Optional | boolean | This user is a “web services only” user and cannot sign in to the Intacct web application. * `false` - default * `true` | | |
| | SSO\_ENABLED | Optional | boolean | Single sign on enabled. * `false` - default * `true` | | |
| | SSO\_FEDERATED\_ID | Optional | string | SSO federated ID for this user. | | |
| | USERLOCATIONS | Optional | array of `LOCATIONID` | The IDs of locations that this user can access. If not specified, access is not restricted. | | |
| | USERDEPARTMENTS | Optional | array of `DEPARTMENTID` | The IDs of departments that this user can access. If not specified, access is not restricted. | | |
| | USERTERRITORIES | Optional | array of `TERRITORYID` | The IDs of territories that this user can access. If not specified, access is not restricted. | | |
| `CONTACTINFO` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | LASTNAME | Optional | string | Last name. Required if you want to create the user with a new contact. | | |
| | FIRSTNAME | Optional | string | First name. Required if you want to create the user with a new contact. | | |
| | EMAIL1 | Optional | string | Email address. Required if you want to create the user with a new contact. | | |
| | CONTACTNAME | Optional | string | Contact name. Required if you want to create the user with an existing contact. | | |
| --- | |
| ### Update User | |
| When updating a user, you must include the original restrictions for entities, departments, or territories (if any) or they will be deleted. To add a restriction, supply the original restrictions along with the new one. To delete a restriction, supply only the ones you want to keep. | |
| Only users with Administrative privileges can update users. Contact info cannot be changed from the API. | |
| #### `update` | |
| > Update a user’s location and department restrictions: | |
| ```xml | |
| <update> | |
| <USERINFO> | |
| <RECORDNO>121</RECORDNO> | |
| <USERLOCATIONS> | |
| <LOCATIONID>San Jose</LOCATIONID> | |
| <LOCATIONID>San Francisco</LOCATIONID> | |
| <LOCATIONID>Dallas</LOCATIONID> | |
| </USERLOCATIONS> | |
| <USERDEPARTMENTS> | |
| <DEPARTMENTID>01 - AP</DEPARTMENTID> | |
| <DEPARTMENTID>02 - AR</DEPARTMENTID> | |
| </USERDEPARTMENTS> | |
| </USERINFO> | |
| </update> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | USERINFO | Required | object | Object to update | | |
| `USERINFO` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Optional | integer | Record number of user to update. Required if not using `LOGINID`. | | |
| | LOGINID | Optional | string | Login ID. Required if not using `RECORDNO`. | | |
| | DESCRIPTION | Optional | string | User name, usually concatenation of first and last name | | |
| | USERTYPE | Optional | string | User type. * `business user` - default * `employee user` * `view only user` * `dashboard user` * `project manager user` * `construction manager user` * `platform user` * `warehouse user` * `payment approver` - only for clients of Accountant consoles * `CRM user` - user must have `LOGINDISABLED` set to true | | |
| | STATUS | Optional | string | User status. * `active` - default * `lockedout` | | |
| | LOGINDISABLED | Optional | boolean | This user is a “web services only” user and cannot sign in to the Intacct web application. * `false` - default * `true` | | |
| | SSO\_ENABLED | Optional | boolean | Single sign on enabled. * `false` - default * `true` | | |
| | SSO\_FEDERATED\_ID | Optional | string | SSO federated ID for this user. | | |
| | USERLOCATIONS | Optional | array of `LOCATIONID` | The IDs of locations that this user can access. If not specified, access is not restricted. | | |
| | USERDEPARTMENTS | Optional | array of `DEPARTMENTID` | The IDs of departments that this user can access. If not specified, access is not restricted. | | |
| | USERTERRITORIES | Optional | array of `TERRITORYID` | The IDs of territories that this user can access. If not specified, access is not restricted. | | |
| --- | |
| ### Delete User | |
| Only users with Administrative privileges can delete users. Also, a user with Administrative privileges cannot be deleted—you can use the `update` function to set the user status to `inactive` instead. | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>USERINFO</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERINFO` | | |
| | keys | Required | string | Comma-separated list of user `RECORDNO` to delete | | |
| --- | |
| ## User Permissions | |
| ### Get User Effective Permissions | |
| Effective permissions mean either the specific user-defined permissions or the effective list of permissions derived from role membership. | |
| This function is only available to users who have the Company -> Lists -> Users -> Permissions -> View permission. | |
| #### `getUserPermissions` | |
| ```xml | |
| <getUserPermissions> | |
| <userId>Steve</userId> | |
| </getUserPermissions> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | userId | Required | string | User `LOGINID` to get permissions for | | |
| #### Response | |
| The `rights` value is a pipe-delimited list you will need to parse appropriately. | |
| ```xml | |
| <permissions> | |
| <appSubscription> | |
| <applicationName>Administration</applicationName> | |
| <policies> | |
| <policy> | |
| <policyName>Application Subscriptions</policyName> | |
| <rights>List|View|Subscribe|Configure|Remove|Assign Users</rights> | |
| </policy> | |
| <policy> | |
| <policyName>Grant Admin Rights</policyName> | |
| <rights>Grant</rights> | |
| </policy> | |
| </policies> | |
| </appSubscription> | |
| <!-- ... --> | |
| </permissions> | |
| ``` | |
| --- | |
| ### Get User Permission Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the user permission object: | |
| ```xml | |
| <lookup> | |
| <object>USERRIGHTS</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRIGHTS` | | |
| --- | |
| ### Query and List User Permissions | |
| #### `query` | |
| > List the record number and user login ID for each user permission: | |
| ```xml | |
| <query> | |
| <object>USERRIGHTS</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>USERINFO.LOGINID</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRIGHTS` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ### Query and List User Permissions (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>USERRIGHTS</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRIGHTS` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ### Get User Permission | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>USERRIGHTS</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRIGHTS` | | |
| | keys | Required | string | Comma-separated list of permission `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## User Roles | |
| ### Get User Role Assignment Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the user role assignment object: | |
| ```xml | |
| <lookup> | |
| <object>USERROLES</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERROLES` | | |
| --- | |
| ### Query and List User Role Assignments | |
| #### `query` | |
| > List the user ID and role name for each user role for `tsmith`: | |
| ```xml | |
| <query> | |
| <object>USERROLES</object> | |
| <select> | |
| <field>USERID</field> | |
| <field>ROLENAME</field> | |
| </select> | |
| <filter> | |
| <equalto> | |
| <field>USERID</field> | |
| <value>tsmith</value> | |
| </equalto> | |
| </filter> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERROLES` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ### Query and List User Role Assignments (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>USERROLES</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERROLES` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ### Get User Role Assignment | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>ROLES</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ROLES` | | |
| | keys | Required | string | Comma-separated list of assignment `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ### Create User Role Assignment | |
| Only users with Administrative privileges can create user role assignments. | |
| #### `create` | |
| ```xml | |
| <create> | |
| <USERROLES> | |
| <USERID>jsmith</USERID> | |
| <ROLENAME>Accountant</ROLENAME> | |
| </USERROLES> | |
| </create> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | USERROLES | Required | object | Object to create | | |
| `USERROLES` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | USERID | Required | string | User ID | | |
| | ROLENAME | Required | string | Role name to assign to user | | |
| --- | |
| ### Get Computed User Role Assignment Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the computed user role assignment object: | |
| ```xml | |
| <lookup> | |
| <object>ROLEUSERS</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ROLEUSERS` | | |
| --- | |
| ### Query and List Computed User Role Assignments | |
| User role assignments can either come from direct assignment on the user, or inherited from a user group. | |
| #### `query` | |
| > List the user login ID and role name for each computed role assignment: | |
| ```xml | |
| <query> | |
| <object>ROLEUSERS</object> | |
| <select> | |
| <field>USERLOGINID</field> | |
| <field>ROLENAME</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ROLEUSERS` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ### Query and List Computed User Role Assignments (Legacy) | |
| User role assignments can either come from direct assignment on the user, or inherited from a user group. | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>ROLEUSERS</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ROLEUSERS` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ### Get Computed User Role Assignment | |
| User role assignments can either come from direct assignment on the user, or inherited from a user group. | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>ROLEUSERS</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ROLEUSERS` | | |
| | keys | Required | string | Comma-separated list of assignment `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## User Restrictions | |
| ### Get User Restriction Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the user restriction object: | |
| ```xml | |
| <lookup> | |
| <object>USERRESTRICTION</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRESTRICTION` | | |
| --- | |
| ### Query and List User Restrictions | |
| #### `query` | |
| > List the login ID and user type for each user restriction: | |
| ```xml | |
| <query> | |
| <object>USERRESTRICTION</object> | |
| <select> | |
| <field>LOGINID</field> | |
| <field>USERTYPE</field> | |
| </select> | |
| </query> | |
| ``` | |
| > List the login ID and location ID for each user restriction by location: | |
| ```xml | |
| <query> | |
| <object>USERRESTRICTION</object> | |
| <select> | |
| <field>LOGINID</field> | |
| <field>LOCATIONID</field> | |
| </select> | |
| <filter> | |
| <equalto> | |
| <field>UNRESTRICTED</field> | |
| <value>false</value> | |
| </equalto> | |
| </filter> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRESTRICTION` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| #### Response | |
| A user restriction object is returned for each user found. If a user’s access is not limited by location or department, `UNRESTRICTED` is `true`. If a user is limited to certain locations or departments, `UNRESTRICTED` is `false` and those locations or departments are not empty. | |
| ```xml | |
| <USERRESTRICTION> | |
| <LOGINID>jsmith</LOGINID> | |
| <RECORDNO>103</RECORDNO> | |
| <USERTYPE>business user</USERTYPE> | |
| <UNRESTRICTED>true</UNRESTRICTED> | |
| <LOCATIONID></LOCATIONID> | |
| </USERRESTRICTION> | |
| <USERRESTRICTION> | |
| <LOGINID>jjones</LOGINID> | |
| <RECORDNO>104</RECORDNO> | |
| <USERTYPE>business user</USERTYPE> | |
| <UNRESTRICTED>false</UNRESTRICTED> | |
| <LOCATIONID>9</LOCATIONID> | |
| </USERRESTRICTION> | |
| ``` | |
| --- | |
| ### Query and List User Restrictions (Legacy) | |
| Users can be restricted to given departments or locations. | |
| Only users with Administrative privileges can list or get user restrictions. | |
| #### `readByQuery` | |
| > List user restrictions for all users: | |
| ```xml | |
| <readByQuery> | |
| <object>USERRESTRICTION</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| > List user restrictions for users that are limited to the designated location: | |
| ```xml | |
| <readByQuery> | |
| <object>USERRESTRICTION</object> | |
| <fields>*</fields> | |
| <query>LOCATIONID = 9</query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRESTRICTION` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| #### Response | |
| A user restriction object is returned for each user found. If a user’s access is not limited by location or department, `UNRESTRICTED` is `true`. If a user is limited to certain locations or departments, `UNRESTRICTED` is `false` and the locations and departments that the user *can* access are listed. | |
| ```xml | |
| <userrestriction> | |
| <RECORDNO>103</RECORDNO> | |
| <LOGINID>jsmith</LOGINID> | |
| <FIRSTNAME>John</FIRSTNAME> | |
| <LASTNAME>Smith</LASTNAME> | |
| <ADMIN>Full</ADMIN> | |
| <USERTYPE>business user</USERTYPE> | |
| <STATUS>active</STATUS> | |
| <UNRESTRICTED>true</UNRESTRICTED> | |
| </userrestriction> | |
| <userrestriction> | |
| <RECORDNO>104</RECORDNO> | |
| <LOGINID>jjones</LOGINID> | |
| <FIRSTNAME>Jen</FIRSTNAME> | |
| <LASTNAME>Jones</LASTNAME> | |
| <ADMIN>Off</ADMIN> | |
| <USERTYPE>business user</USERTYPE> | |
| <STATUS>active</STATUS> | |
| <UNRESTRICTED>false</UNRESTRICTED> | |
| <LOCATIONS> | |
| <LOCATION> | |
| <LOCATIONID>9</LOCATIONID> | |
| <LOCATIONNAME>France</LOCATIONNAME> | |
| </LOCATION> | |
| </LOCATIONS> | |
| <DEPARTMENTS> | |
| <DEPARTMENT> | |
| <DEPARTMENTID>DOC</DEPARTMENTID> | |
| <DEPARTMENTNAME>Documentation</DEPARTMENTNAME> | |
| </DEPARTMENT> | |
| </DEPARTMENTS> | |
| </userrestriction> | |
| ``` | |
| --- | |
| ### Get User Restrictions | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>USERRESTRICTION</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `USERRESTRICTION` | | |
| | keys | Required | string | Comma-separated list of user restriction `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## User Date and Time Formatting Preferences | |
| ### List User Date and Time Formatting Preferences | |
| Returns the user preferences for date and time format, locale, timezone (GMT offset), and time clock (12 or 24). The locale, such as en\_US, is also returned. | |
| #### `readUserFormatting` | |
| ```xml | |
| <readUserFormatting> | |
| <key>177</key> | |
| </readUserFormatting> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | key | Optional | string | User `RECORDNO` for which to get formatting information. Required if not using `userId`. | | |
| | userId | Optional | string | User `LOGINID` for which to get formatting information. Required if not using `key`. | | |
| #### Response | |
| `userformatting` | |
| > The above function returns data structured like this: | |
| ```xml | |
| <userformatting> | |
| <recordno>48</recordno> | |
| <locale>en_US</locale> | |
| <dateformat>.ymd</dateformat> | |
| <gmtoffset>+09:30</gmtoffset> | |
| <clock>12</clock> | |
| </userformatting> | |
| ``` | |
| ##### Parameters | |
| | Name | Type | Description | | |
| | --- | --- | --- | | |
| | recordno | integer | Record number of the user | | |
| | locale | string | Locale described as *`language_countrycode`*, such as `en_US` | | |
| | dateformat | string | Date format indicated by four characters. The first character is the separator, the last three characters are `m` for the month, `d` for the day, `y` for the year in a two-digit format, or `Y` for the year in a four-digit format. The order of the last three characters indicates the ordering in the format. For example, a format of `.mdy` indicates MM.DD.YY and a format of `-Ymd` indicates YYYY-MM-DD. | | |
| | gmtoffset | string | GMT offset in format `+/- hh:mm` | | |
| | clock | integer | Time clock used for hours, either 12 or 24. | | |
| Provide feedback | |
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