ComplyAdvantage Users API

Users on your ComplyAdvantage account.

Business capability
Identity & Access Management BC-620.20

Operations 11

GET /users List account users #
POST /v2/users Create a new user #
GET /v2/users/me Get details about your user #
PATCH /v2/users/me Update your user #
GET /v2/users/me/accounts Get accounts for your user #
GET /v2/users/me/permissions Get permissions for your user #
PUT /v2/users/roles/bulk Bulk assign user roles #
GET /v2/users/{user_identifier} Get details about a user #
PATCH /v2/users/{user_identifier} Update an existing user #
GET /v2/users/{user_identifier}/accounts Get accounts for a user #
PUT /v2/users/{user_identifier}/roles Assign user roles #

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OpenAPI Specification

complyadvantage-users-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Complyadvantage Users API
  version: '1.0'
  description: 'Operations tagged Users across 2 of this provider''s published API definitions: complyadvantage-openapi.yml, complyadvantage-users-api-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.complyadvantage.com
  description: EU (default)
- url: https://api.us.complyadvantage.com
  description: US
- url: https://api.ap.complyadvantage.com
  description: APAC
- description: ComplyAdvantage Mesh API
  url: https://api.mesh.complyadvantage.com
tags:
- name: Users
  description: Users on your ComplyAdvantage account.
paths:
  /users:
    get:
      operationId: listUsers
      tags:
      - Users
      summary: List account users
      description: Lists the users on your ComplyAdvantage account for search and case assignment.
      responses:
        '200':
          description: The users on the account.
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: string
                  content:
                    type: object
        '401':
          $ref: '#/components/responses/Unauthorized'
      security:
      - apiKeyAuth: []
    servers:
    - url: https://api.complyadvantage.com
      description: EU (default)
    - url: https://api.us.complyadvantage.com
      description: US
    - url: https://api.ap.complyadvantage.com
      description: APAC
  /v2/users:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    post:
      description: 'Creates a new user.


        To enable the user to access an account, they must be assigned at least one role. A user will not be sent an email invite until assigned at least one role.


        Follow these steps to create and configure a user:


        1. **Create user:** Create the user by calling `POST /users`.


        2. **Get role(s):** Use `GET /roles` to fetch the role_identifier(s) you wish to assign to the user.


        3. **(Optional) Get account**: If you need to assign roles for an account you''re not currently logged into but within the same organization, retrieve the relevant `account_identifier` using `GET clients/me/accounts`.


        4. **Assign user role**: Use `POST /users/{user_identifier}/roles` to assign the user to an account with a list of `role_identifier(s)` and optionally the `account_identifier` if applicable.


        You need the "Create and update users" permission to use this endpoint.'
      operationId: identity_v2_users_createUser
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/identity_UserRequestBody'
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_AnyUserResponse'
          description: CREATED
        '400':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_ProblemDetailErrorResponse'
          description: Invalid input
      summary: Create a new user
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/me:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    get:
      description: Returns details about your user.
      operationId: identity_v2_users_me_getMyUser
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_OwnUserResponse'
          description: OK
      summary: Get details about your user
      tags:
      - Users
      security:
      - BearerAuth: []
    patch:
      description: 'Update details for your user.


        This endpoint cannot be used with API credentials.'
      operationId: identity_v2_users_me_patchMyUser
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/identity_UsersMePartialUpdateRequestBody'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_OwnUserResponse'
          description: OK
        '400':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_ProblemDetailErrorResponse'
          description: Invalid input
      summary: Update your user
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/me/accounts:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    get:
      description: 'Returns a list of accounts for your user.


        This endpoint cannot be used with API credentials.'
      operationId: identity_v2_users_me_accounts_getMyAccounts
      parameters:
      - description: Filter accounts by name.
        example: Doe
        in: query
        name: name_contains
        required: false
        schema:
          type: string
      - description: One-based page index (1..N)
        example: 1
        in: query
        name: page_number
        required: false
        schema:
          default: 1
          minimum: 1
          type: integer
      - description: The size of the page to be returned
        example: 20
        in: query
        name: page_size
        required: false
        schema:
          default: 10
          minimum: 1
          type: integer
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_UserAccountRolesResponse'
          description: OK
        '400':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_ProblemDetailErrorResponse'
          description: Invalid input
      summary: Get accounts for your user
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/me/permissions:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    get:
      description: Returns your permissions.
      operationId: identity_v2_users_me_permissions_getMyPermissions
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_PermissionListResponse'
          description: OK
      summary: Get permissions for your user
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/roles/bulk:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    put:
      description: 'Set the roles for a list of users in an account.


        You need the "Assign roles in account" permission to use this endpoint.'
      operationId: identity_v2_users_roles_bulk_bulkUpdateUserAccountRoles
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/identity_BulkAccountUserRolesRequestBody'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_BulkAccountUserRolesResponse'
          description: OK
      summary: Bulk assign user roles
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/{user_identifier}:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    get:
      description: Returns details for a given user.
      operationId: identity_v2_users_user_identifier_getSpecificUser
      parameters:
      - description: The identifier of the user that you want to retrieve.
        example: 00000000-0000-0000-0000-000000000000
        in: path
        name: user_identifier
        required: true
        schema:
          format: uuid
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_AnyUserResponse'
          description: OK
      summary: Get details about a user
      tags:
      - Users
      security:
      - BearerAuth: []
    patch:
      description: 'Updates details for a given user.


        You need the "Create and update users" permission to use this endpoint.'
      operationId: identity_v2_users_user_identifier_partialUpdateUser
      parameters:
      - description: The identifier of the user that you want to update.
        example: 00000000-0000-0000-0000-000000000000
        in: path
        name: user_identifier
        required: true
        schema:
          format: uuid
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/identity_UserPartialUpdateRequestBody'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_AnyUserResponse'
          description: OK
      summary: Update an existing user
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/{user_identifier}/accounts:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    get:
      description: 'Returns a list of accounts for a given user.


        You need the "View users" permission to use this endpoint.'
      operationId: identity_v2_users_user_identifier_accounts_getSpecificUsersAccounts
      parameters:
      - description: The identifier of the user whose accounts you'd like to retrieve.
        example: 00000000-0000-0000-0000-000000000000
        in: path
        name: user_identifier
        required: true
        schema:
          format: uuid
          type: string
      - description: Filter user by name.
        example: Doe
        in: query
        name: name_contains
        required: false
        schema:
          type: string
      - description: The identifier of the client whose accounts you'd like to retrieve.
        example: 00000000-0000-0000-0000-000000000000
        in: query
        name: client_identifier
        required: false
        schema:
          format: uuid
          type: string
      - description: One-based page index (1..N)
        example: 1
        in: query
        name: page_number
        required: false
        schema:
          default: 1
          minimum: 1
          type: integer
      - description: The size of the page to be returned
        example: 20
        in: query
        name: page_size
        required: false
        schema:
          default: 10
          minimum: 1
          type: integer
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_ExtendedUserAccountRolesResponse'
          description: OK
      summary: Get accounts for a user
      tags:
      - Users
      security:
      - BearerAuth: []
  /v2/users/{user_identifier}/roles:
    servers:
    - description: ComplyAdvantage Mesh API
      url: https://api.mesh.complyadvantage.com
    put:
      description: 'Set the roles of a user in an account.


        You need the "Assign roles in account" permission to use this endpoint.'
      operationId: identity_v2_users_user_identifier_roles_updateUserAccountRoles
      parameters:
      - description: The identifier of the user who the roles will be assigned to.
        example: 00000000-0000-0000-0000-000000000000
        in: path
        name: user_identifier
        required: true
        schema:
          format: uuid
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/identity_AccountUserRolesRequestBody'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_AccountUserRolesResponse'
          description: OK
        '400':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/identity_ProblemDetailErrorResponse'
          description: Invalid input
      summary: Assign user roles
      tags:
      - Users
      security:
      - BearerAuth: []
components:
  responses:
    Unauthorized:
      description: Missing or invalid API key.
  schemas:
    identity_BulkAccountUserRolesRequestBody:
      properties:
        account_identifier:
          description: The unique identifier of the account.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        role_identifiers:
          description: List of role identifiers.
          example:
          - 00000000-0000-0000-0000-000000000000
          items:
            example: 00000000-0000-0000-0000-000000000000
            format: uuid
            type: string
          type: array
          uniqueItems: true
        user_identifiers:
          description: List of user identifiers.
          example:
          - 00000000-0000-0000-0000-000000000000
          items:
            example: 00000000-0000-0000-0000-000000000000
            format: uuid
            type: string
          type: array
          uniqueItems: true
      required:
      - role_identifiers
      - user_identifiers
      type: object
    identity_UsersMePartialUpdateRequestBody:
      properties:
        cookie_consent:
          default: false
          description: Whether the user consents to cookies.
          example: false
          type: boolean
        locale:
          description: User locale.
          enum:
          - en-US
          - en-GB
          - fr-CA
          - fr-FR
          example: en-US
          type:
          - string
          - 'null'
      type: object
    identity_ExtendedUserAccountsRoles:
      description: List of accounts.
      properties:
        account_type:
          description: Type of the account.
          enum:
          - CLIENT_ACCOUNT_TYPE_UNSPECIFIED
          - CLIENT_ACCOUNT_TYPE_NON_PRODUCTION
          - CLIENT_ACCOUNT_TYPE_PRODUCTION
          - UNRECOGNIZED
          type: string
        client_identifier:
          description: The unique identifier of the client.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        identifier:
          description: The unique identifier of the account.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        name:
          description: Name of the account.
          example: A Bank Retail
          type: string
        roles:
          description: List of roles within the account.
          items:
            $ref: '#/components/schemas/identity_ExtendedUserRole'
          type: array
      required:
      - account_type
      - client_identifier
      - identifier
      - name
      - roles
      type: object
    identity_UserAccountsRoles:
      description: List of accounts.
      properties:
        account_type:
          description: Type of the account.
          enum:
          - CLIENT_ACCOUNT_TYPE_UNSPECIFIED
          - CLIENT_ACCOUNT_TYPE_NON_PRODUCTION
          - CLIENT_ACCOUNT_TYPE_PRODUCTION
          - UNRECOGNIZED
          type: string
        client_identifier:
          description: The unique identifier of the client.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        identifier:
          description: The unique identifier of the account.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        name:
          description: Name of the account.
          example: A Bank Retail
          type: string
        roles:
          description: List of roles within the account.
          items:
            $ref: '#/components/schemas/identity_StandardUserRole'
          type: array
      required:
      - account_type
      - client_identifier
      - identifier
      - name
      - roles
      type: object
    identity_PermissionListResponse:
      properties:
        bitfield:
          type: string
        permissions:
          description: List of your permissions.
          items:
            $ref: '#/components/schemas/identity_PermissionResponse'
          type: array
      required:
      - bitfield
      - permissions
      type: object
    identity_PermissionResponse:
      properties:
        description:
          description: Description of the permission.
          example: Accessing API, user and account management
          type: string
        identifier:
          description: The unique identifier of the permission.
          example: 1
          format: int32
          type: integer
        level:
          description: Permission level type
          enum:
          - USER
          - ACCOUNT
          example: USER
          type: string
        name:
          description: Name of the permission.
          example: insights
          type: string
      required:
      - description
      - identifier
      - level
      - name
      type: object
    identity_ProblemDetailErrorResponse:
      additionalProperties: true
      properties:
        detail:
          type: string
        identifier:
          format: uuid
          type: string
        instance:
          format: uri
          type: string
        status:
          format: int32
          type: integer
        timestamp:
          format: date-time
          type: string
        title:
          type: string
        type:
          format: uri
          type: string
      required:
      - identifier
      - timestamp
      type: object
    identity_UserAccountRolesResponse:
      properties:
        accounts:
          description: List of accounts.
          items:
            $ref: '#/components/schemas/identity_UserAccountsRoles'
          type: array
        first:
          description: The url with parameters of the first page
          type: string
        next:
          description: The url with parameters of the next page, null if there are no more pages
          type:
          - string
          - 'null'
        prev:
          description: The url with parameters of the previous page, null if current page_number is 1
          type:
          - string
          - 'null'
        self:
          description: The url with parameters of the current page
          type:
          - string
          - 'null'
        total_count:
          description: Total number of items.
          example: 60
          format: int64
          type:
          - integer
          - 'null'
      required:
      - accounts
      - first
      type: object
    identity_BulkAccountUserRolesResponse:
      properties:
        results:
          description: List with the result of the operation on each user identifier.
          items:
            $ref: '#/components/schemas/identity_BulkAccountUserRoles'
          type: array
      required:
      - results
      type: object
    identity_BulkAccountUserRoles:
      description: List with the result of the operation on each user identifier.
      properties:
        errors:
          default: null
          description: Details for in case it wasn't successful.
          items:
            $ref: '#/components/schemas/identity_BulkAccountUserRolesError'
          type:
          - array
          - 'null'
        success:
          default: false
          description: The unique identifier of the user.
          example: true
          type: boolean
        user_identifier:
          description: The unique identifier of the user.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
      required:
      - success
      - user_identifier
      type: object
    identity_StandardUserRole:
      description: List of roles within the account.
      properties:
        assigned_at:
          description: Date and time the user was assigned the user role in the account.
          example: '2023-01-01T10:10:10.000Z'
          format: date-time
          type: string
        name:
          description: Name of the role
          example: Admin
          type: string
      required:
      - name
      type: object
    identity_ExtendedUserRole:
      description: List of roles within the account.
      properties:
        assigned_at:
          description: Date and time the user was assigned the user role in the account.
          example: '2023-01-01T10:10:10.000Z'
          format: date-time
          type: string
        name:
          description: Name of the role
          example: Admin
          type: string
        user_role_identifier:
          description: The unique identifier of the user role.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
      required:
      - name
      type: object
    identity_UserRole:
      description: List of roles within the account.
      properties:
        assigned_at:
          description: Date and time the user was assigned the user role in the account.
          example: '2023-01-01T10:10:10.000Z'
          format: date-time
          type: string
        name:
          description: Name of the role
          example: Admin
          type: string
        user_role_identifier:
          description: The unique identifier of the user role.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
      required:
      - name
      type: object
    identity_AccountUserRolesResponse:
      properties:
        identifier:
          description: The unique identifier of the user.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        roles:
          description: List of roles within the account.
          items:
            $ref: '#/components/schemas/identity_UserRole'
          type: array
      required:
      - identifier
      - roles
      type: object
    identity_ExtendedUserAccountRolesResponse:
      properties:
        accounts:
          description: List of accounts.
          items:
            $ref: '#/components/schemas/identity_ExtendedUserAccountsRoles'
          type: array
        first:
          description: The url with parameters of the first page
          type: string
        next:
          description: The url with parameters of the next page, null if there are no more pages
          type:
          - string
          - 'null'
        prev:
          description: The url with parameters of the previous page, null if current page_number is 1
          type:
          - string
          - 'null'
        self:
          description: The url with parameters of the current page
          type:
          - string
          - 'null'
        total_count:
          description: Total number of items.
          example: 60
          format: int64
          type:
          - integer
          - 'null'
      required:
      - accounts
      - first
      type: object
    identity_UserRequestBody:
      properties:
        email:
          description: Email address of the user.
          example: john@example.com
          format: email
          maxLength: 100
          minLength: 1
          type: string
        name:
          description: Full name of the user.
          example: John Doe
          maxLength: 50
          minLength: 1
          type: string
      required:
      - email
      - name
      type: object
    identity_AccountUserRolesRequestBody:
      properties:
        account_identifier:
          description: The unique identifier of the account.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        role_identifiers:
          description: List of role identifiers.
          example:
          - 00000000-0000-0000-0000-000000000000
          items:
            example: 00000000-0000-0000-0000-000000000000
            format: uuid
            type: string
          type: array
          uniqueItems: true
      required:
      - role_identifiers
      type: object
    identity_OwnUserResponse:
      properties:
        active:
          default: false
          description: If a user is active or deactivated.
          example: true
          type: boolean
        client_identifier:
          description: The unique identifier of the client.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        cookie_consent:
          default: false
          description: Whether the user has consented to cookies.
          example: false
          type: boolean
        created_at:
          description: Date and time the user was created.
          format: date-time
          type: string
        created_by:
          description: The unique identifier of who created the user.
          format: uuid
          type: string
        deactivated_at:
          description: Date and time the user was deactivated.
          format: date-time
          type: string
        email:
          description: Email address of the user.
          example: example@mail.com
          type: string
        enforce_mfa_after:
          description: Date and time of when MFA will be enforced for the user.
          format: date-time
          type: string
        identifier:
          description: The unique identifier of the user.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        is_default_locale:
          default: false
          description: Default locale is used.
          type: boolean
        locale:
          description: Locale of the user.
          enum:
          - en-US
          - en-GB
          - fr-CA
          - fr-FR
          type: string
        name:
          description: Full name of the user.
          example: John Doe
          type: string
        prompt_user_cookie:
          default: false
          description: Whether to prompt the user about cookie consent.
          example: true
          type: boolean
        updated_at:
          description: Date and time the user was last updated.
          format: date-time
          type: string
        updated_by:
          description: The unique identifier of who last updated the user.
          format: uuid
          type: string
      required:
      - active
      - client_identifier
      - cookie_consent
      - created_at
      - created_by
      - email
      - identifier
      - is_default_locale
      - locale
      - name
      - prompt_user_cookie
      - updated_at
      - updated_by
      type: object
    identity_AnyUserResponse:
      properties:
        active:
          default: false
          description: If a user is active or deactivated.
          example: true
          type: boolean
        client_identifier:
          description: The unique identifier of the client.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        created_at:
          description: Date and time the user was created.
          format: date-time
          type: string
        created_by:
          description: The unique identifier of who created the user.
          format: uuid
          type: string
        deactivated_at:
          description: Date and time the user was deactivated.
          format: date-time
          type: string
        email:
          description: Email address of the user.
          example: example@mail.com
          type: string
        enforce_mfa_after:
          description: Date and time of when MFA will be enforced for the user.
          format: date-time
          type: string
        identifier:
          description: The unique identifier of the user.
          example: 00000000-0000-0000-0000-000000000000
          format: uuid
          type: string
        name:
          description: Full name of the user.
          example: John Doe
          type: string
        updated_at:
          description: Date and time the user was last updated.
          format: date-time
          type: string
        updated_by:
          description: The unique identifier of who last updated the user.
          format: uuid
          type: string
        user_type:
          description: Specifies the type of the entity.
          enum:
          - AGENT
          - HUMAN
          - MACHINE_CREDENTIAL
          example: HUMAN
          type: string
      required:
      - active
      - client_identifier
      - created_at
      - created_by
      - email
      - identifier
      - name
      - updated_at
      - updated_by
      - user_type
      type: object
    identity_UserPartialUpdateRequestBody:
      properties:
        active:
          default: false
          description: If the user is active or deactivated.
          example: true
          type:
          - boolean
          - 'null'
        enforce_mfa_after:
          description: Date and time of when MFA will be enforced for the user.
          example: '2024-06-01T00:00:00.000Z'
          format: date-time
          type: string
        name:
          description: Full name of the user.
          example: John Doe
          maxLength: 50
          minLength: 1
          type:
          - string
          - 'null'
      type: object
    identity_BulkAccountUserRolesError:
      description: Details for in case it wasn't successful.
      properties:
        details:
          description: Detail of the error.
          example: Failed to connect with database
          type: string
        message:
          description: Error message.
          example: DATABASE_ERROR
          type: string
      required:
      - details
      - message
      type: object
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      in: header
      name: Authorization
      description: 'API key sent as: Authorization: Token YOUR_API_KEY. Keys are generated in the ComplyAdvantage web platform.'
    BearerAuth:
      description: HTTP Bearer Token Authentication
      scheme: bearer
      type: http
x-refined-from:
- complyadvantage-openapi.yml
- complyadvantage-users-api-openapi.yml