Assign or unassign a user on a customer
AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /reference/customers/v1-customer-assign-update.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
PUT/
Adds a team member to the customer's assigned users (action: assign) or removes one (action: unassign), and returns the assigned users. Assigning someone already assigned changes nothing.
Business rules
- System customers can't be changed (422).
assignneeds a member of the team.unassignfor someone who is not assigned changes nothing and still answers 200 with the list.
Path parameters
Your team slug, shown as Team ID next to your API key in Profile.
- Example
your-team
- Example
The customer's id (
idfrom List customers or Create a customer). A hash id from an earlier answer; unique keys and document numbers (such asPO0042) don't work here.- Example
uAu3dAKIaHyAYk
- Example
Request body
application/json, required.
- One of:
"assign","unassign"
- One of:
The user's id. For
assignit must be a member of your team. Forunassign, someone who is not assigned (or an id that matches nobody) changes nothing.
Response
200Successful response.
Fields of each item (3)
The user id.
avatar_urlstring | null
Errors
401The API key is missing or wrong (
unauthenticated).403You are not allowed to do this.
api_access_not_in_plan: your team's plan doesn't include API access (Pro and above, with an active subscription or trial), so every request answers this until the team upgrades. When your role lacks the permission the operation needs, the body is only{"message": "Insufficient Permission"}. Other refusals use the error envelope, withunauthorizedoruser_is_not_authorized.- When
- Your role can't change this customer: it has no Manage Customers permission, or it manages only customers assigned to you and this one is not. This 403 has a short body,
{"message": "No Permission to update Customer"}. - Fix
- Ask for Manage Customers "Manage All", or to be assigned to the customer.
404Not found.
page_not_found: the team slug is unknown, you are not a member of the team, or an id in the path is not one of this team's.code: null, with a message that starts "No query results for": there is no record with that id.- When
- No live customer with this id in the team: deleted customers are not found here.
error.codeis null anderror.messagenames the record type. - Fix
- Check the id. Find deleted customers with the
trashed_onlyfilter and restore them first.
422The request was refused and changed nothing.
validation_failedlists what to fix inerror.fields; other codes name a business rule, explained inerror.message. A few checks answer with only{"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answerconnect_timeout("Please retry again") when that service does not answer in time: the change may or may not have happened there, so read the record back before you retry.- When
actionis notassignorunassign, oruser_idis missing or not a valid id.error.codeisvalidation_failed.- Fix
- Send both fields.
- When
actionisassignanduser_idis not a member of the team (error.fields.user_id: "The user must be a member of this team. Use an id from the team's user list.").- Fix
- Use an id from List users.
Related
- GETList the users assigned to a customer
/v1/ api/ store/ {team_slug}/ customer/ {id}/ assign - GETList team members
/v1/ api/ store/ {team_slug}/ setting/ user
