Decisiv Account Users API

openapi: 3.2.0
info:
  version: 0.48.24
  termsOfService: https://www.decisiv.com/terms-of-use
  contact:
    name: Decisiv Support
    email: support@decisiv.com
    url: https://www.decisiv.com
  title: Account Management Account Users API
  description: Inside of **Decisiv SRM Gateway**, the `Account Management` module represents all the accounts the current user has access granted to
  license:
    name: Proprietary
    identifier: proprietary
    url: https://www.decisiv.com/terms-of-use/
servers:
- url: https://srm-api.staging.decisivapps.com
- url: https://srm-api.decisivapps.com
security:
- OAuth2AuthorizationCode: []
  AccessToken: []
- OAuth2Password: []
  AccessToken: []
tags:
- name: Account Users
paths:
  /account_management/v1/accounts/{account_id}/users:
    get:
      summary: List account users
      description: List all users assigned to an account. Supports `?include=roles` to sideload role assignments.
      tags:
      - Account Users
      operationId: listAccountUsers
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: include
        in: query
        required: false
        schema:
          type: string
          enum:
          - roles
        description: Sideload related resources (e.g. `roles`)
      - name: filter[email]
        in: query
        required: false
        schema:
          type: string
        description: Filter by exact email address
      - name: filter[first_name:like]
        in: query
        required: false
        schema:
          type: string
        description: Filter by first name (partial, case-insensitive)
      - name: filter[last_name:like]
        in: query
        required: false
        schema:
          type: string
        description: Filter by last name (partial, case-insensitive)
      - name: filter[external_reference.business_system]
        in: query
        required: false
        schema:
          type: string
        description: Filter by the user's business-system identifier (the same value returned in `external_reference.business_system`).
      - name: filter[roles.id]
        in: query
        required: false
        schema:
          type: string
        description: 'Filter by role ID. Accepts a comma-separated list; users must have ALL listed roles on this account (AND). Example: filter[roles.id]=1,2'
      - name: filter[roles.id:includes]
        in: query
        required: false
        schema:
          type: string
        description: 'Filter by role ID. Accepts a comma-separated list; users must have ANY of the listed roles on this account (OR). Example: filter[roles.id:includes]=1,2'
      - name: filter[roles.id:excludes]
        in: query
        required: false
        schema:
          type: string
        description: 'Filter by role ID. Accepts a comma-separated list; returns users who do NOT have ANY of the listed roles on this account. Example: filter[roles.id:excludes]=1,2'
      - name: filter[job_role]
        in: query
        required: false
        schema:
          type: string
        description: Filter by exact `job_role` (e.g. `Branch Manager`). Pass the same value returned in the `job_role` attribute on the response.
      - name: filter[job_role:like]
        in: query
        required: false
        schema:
          type: string
        description: 'Filter by partial `job_role` match (case-insensitive). Example: `Manager` matches users whose `job_role` is `Branch Manager` or `Service Manager`.'
      - name: filter[last_login_at:gte]
        in: query
        required: false
        schema:
          type: string
          format: date-time
        description: 'Filter to users whose most recent login is on or after the given ISO 8601 timestamp. Example: filter[last_login_at:gte]=2026-01-01T00:00:00Z'
      - name: filter[last_login_at:lte]
        in: query
        required: false
        schema:
          type: string
          format: date-time
        description: Filter to users whose most recent login is on or before the given ISO 8601 timestamp.
      - name: filter[last_login_at:exists]
        in: query
        required: false
        schema:
          type: boolean
        description: Filter users by whether a `last_login_at` timestamp exists. Use `true` to list only users who have logged in at least once, or `false` to list only users who have never logged in.
      - name: sort
        in: query
        required: false
        schema:
          type: string
        description: 'Sort the results. Accepts a comma-separated list of fields; prefix any field with `-` for descending. The first field is the primary sort key; subsequent fields break ties. Allowed fields: `last_login_at`, `roles.name`, `job_role`. Examples: `sort=last_login_at`, `sort=-job_role`, `sort=roles.name,-last_login_at`. Defaults to `last_name asc, first_name asc` when omitted. For `roles.name`, multi-role users are placed by their alphabetically first role (asc) or last role (desc) on this account. Empty/null values for any sortable column are always grouped at the end (NULLS LAST) regardless of direction.'
      - name: page[number]
        in: query
        required: false
        schema:
          type: integer
          default: 1
      - name: page[size]
        in: query
        required: false
        schema:
          type: integer
          default: 25
      responses:
        '200':
          description: Successful response
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/account_users'
        '400':
          description: Returned when a filter, sort, or timestamp value is invalid (e.g. `filter[last_login_at:gte]` is not a parseable ISO 8601 timestamp).
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
              examples:
                InvalidTimestampFilter:
                  summary: Invalid timestamp on a last_login_at filter
                  value:
                    errors:
                    - status: '400'
                      title: Invalid timebased filter value
                      detail: Invalid filter value `not-a-timestamp`. Expected an ISO 8601 timestamp.
                      code: decisiv:filters:010
                      source:
                        parameter: filter[last_login_at:gte]
    post:
      summary: Add a user to an account
      description: Assigns an existing ecosystem user to an account with one or more roles. If the user was previously removed, their account access is reactivated.
      tags:
      - Account Users
      operationId: createAccountUser
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        required: true
        content:
          application/vnd.api+json:
            schema:
              $ref: '#/components/schemas/account_user_create'
            example:
              data:
                type: account_users
                attributes:
                  communication_preferences:
                    visible_as_external_recipient: true
                    visible_as_internal_recipient: true
                    visible_as_workflow_assignee: true
                relationships:
                  user:
                    data:
                      type: users
                      id: a1b2c3d4-e5f6-4890-abcd-ef1234567890
                  roles:
                    data:
                    - type: roles
                      id: e5f6a7b8-1234-5678-9abc-def012345678
      responses:
        '201':
          description: User added to account
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/account_user_by_id'
        '400':
          description: Invalid request body (missing `user` or `roles` relationship)
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
        '404':
          description: Account not found
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
        '422':
          description: Referenced user or role could not be found for this account
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
  /account_management/v1/accounts/{account_id}/users/{id}:
    get:
      summary: Get an account user
      description: Retrieve a single user within an account context.
      tags:
      - Account Users
      operationId: getAccountUser
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: include
        in: query
        required: false
        schema:
          type: string
          enum:
          - roles
      responses:
        '200':
          description: Successful response
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/account_user_by_id'
        '404':
          description: User not found in account
    patch:
      summary: Update an account user's communication preferences
      description: Updates the per-account visibility flags for a user already associated with the account. Any subset of `communication_preferences` keys may be supplied; omitted keys are left unchanged. Returns 404 if the user has no role assignments in this account.
      tags:
      - Account Users
      operationId: updateAccountUser
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        required: true
        content:
          application/vnd.api+json:
            schema:
              $ref: '#/components/schemas/account_user_update'
            example:
              data:
                type: account_users
                id: a1b2c3d4-e5f6-4890-abcd-ef1234567890
                attributes:
                  communication_preferences:
                    visible_as_external_recipient: false
      responses:
        '200':
          description: Preferences updated
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/account_user_by_id'
        '404':
          description: Account not found, or the user has no role assignments in this account
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
        '422':
          description: Invalid or empty `communication_preferences` payload (unknown key, empty object, or non-boolean value)
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
    delete:
      summary: Remove a user from an account
      description: Deactivates a user's access to an account. Removes all role assignments, group memberships, user permissions, and recipient records. Cannot remove yourself.
      tags:
      - Account Users
      operationId: deleteAccountUser
      parameters:
      - name: account_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '204':
          description: User removed from account
        '404':
          description: User not found in account
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
        '422':
          description: Cannot remove yourself from the account
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/errors_response'
components:
  schemas:
    account_users:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/account_user'
        included:
          type: array
          items:
            $ref: '#/components/schemas/role'
        meta:
          type: object
        links:
          type: object
    error_response:
      type: object
      properties:
        status:
          type: string
        title:
          type: string
        detail:
          type:
          - string
          - 'null'
        code:
          type:
          - string
          - 'null'
        source:
          type: object
          properties:
            parameter:
              type:
              - string
              - 'null'
            pointer:
              type:
              - string
              - 'null'
        links:
          type: object
          description: Links related to this error (e.g. documentation reference).
          additionalProperties:
            type: string
            format: uri
      required:
      - status
      - title
    account_user_create:
      type: object
      required:
      - data
      properties:
        data:
          type: object
          required:
          - type
          - relationships
          properties:
            type:
              type: string
              enum:
              - account_users
            attributes:
              type: object
              description: Optional attributes to set when associating the user with the account.
              properties:
                communication_preferences:
                  $ref: '#/components/schemas/communication_preferences'
            relationships:
              type: object
              required:
              - user
              - roles
              properties:
                user:
                  type: object
                  properties:
                    data:
                      type: object
                      required:
                      - type
                      - id
                      properties:
                        type:
                          type: string
                          enum:
                          - users
                        id:
                          type: string
                          format: uuid
                          description: The ecosystem user's UUID
                roles:
                  type: object
                  properties:
                    data:
                      type: array
                      items:
                        type: object
                        required:
                        - type
                        - id
                        properties:
                          type:
                            type: string
                            enum:
                            - roles
                          id:
                            type: string
                            format: uuid
                            description: The role's UUID
    account_user:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The user's UUID
        type:
          type: string
          enum:
          - account_users
        attributes:
          type: object
          properties:
            first_name:
              type: string
            last_name:
              type: string
            username:
              type: string
              description: Username used to sign in. Mirrors `email` for users authenticated by email, and may differ for users provisioned via SSO.
            email:
              type: string
              format: email
            job_role:
              type: string
              description: Free-text label describing the user's job role within the account (e.g. `Branch Manager`). Returns an empty string when the user has no job role set; never `null`.
            address1:
              type:
              - string
              - 'null'
              description: First line of the user's mailing address
            address2:
              type:
              - string
              - 'null'
              description: Second line of the user's mailing address
            city:
              type:
              - string
              - 'null'
              description: City the address is located in
            state:
              type:
              - string
              - 'null'
              description: State or province the address is located in
            postal_code:
              type:
              - string
              - 'null'
              description: ZIP or postal code the address is located in
            country:
              type:
              - string
              - 'null'
              description: ISO 3166 country code for the country the address is located in
            last_login_at:
              type:
              - string
              - 'null'
              format: date-time
              description: ISO 8601 timestamp of the user's most recent sign-in to this account. `null` when the user has never signed in.
            external_reference:
              type: object
              description: Identifiers available for the user from external systems
              properties:
                business_system:
                  type:
                  - string
                  - 'null'
                  description: External business-system identifier for this user, when one has been linked
            communication_preferences:
              $ref: '#/components/schemas/communication_preferences'
        relationships:
          type: object
          properties:
            roles:
              type: object
              description: The roles assigned to this user within the account
              properties:
                data:
                  type: array
                  items:
                    type: object
                    properties:
                      type:
                        type: string
                        enum:
                        - roles
                      id:
                        type: string
                        format: uuid
      required:
      - attributes
      - type
      - id
    role:
      type: object
      properties:
        id:
          type: string
          format: uuid
        type:
          type: string
          enum:
          - roles
        attributes:
          type: object
          properties:
            name:
              type: string
              description: Name of the role
            description:
              type:
              - string
              - 'null'
              description: Description of the role
            public:
              type: boolean
              description: Whether the role is public (from a subscribed service) or private (owned by the account)
            permissions:
              type: array
              description: List of permissions granted by this role
              items:
                type: string
      required:
      - attributes
      - type
      - id
    account_user_update:
      type: object
      required:
      - data
      properties:
        data:
          type: object
          required:
          - type
          - id
          - attributes
          properties:
            type:
              type: string
              enum:
              - account_users
            id:
              type: string
              format: uuid
              description: The account user's UUID. Must match the `:id` in the URL.
            attributes:
              type: object
              required:
              - communication_preferences
              properties:
                communication_preferences:
                  $ref: '#/components/schemas/communication_preferences'
    communication_preferences:
      type: object
      description: Per-account visibility flags. When a key is omitted on update, the stored value is left alone. On responses, all three keys are always present, defaulting to true when no row exists for this (user, account) pair.
      properties:
        visible_as_external_recipient:
          type: boolean
          description: When false, hide this user from External users (Customer, Bill To, or Ship To contacts) in the recipients lists. Except in cases where this account owner sends an external or a public note.
        visible_as_internal_recipient:
          type: boolean
          description: When false, hide this user from Internal users within the same location, dealer group, and field managers. This applies to the Notes Recipients list of cases created by this location. Except in cases where this account owner sends an internal or a public note.
        visible_as_workflow_assignee:
          type: boolean
          description: When false, hide this user from the Assign To field in the Workflow section of the Editing Case page. This account owner will be hidden from the assign to list when assigning a Case.
      example:
        visible_as_external_recipient: true
        visible_as_internal_recipient: true
        visible_as_workflow_assignee: true
    errors_response:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/error_response'
      required:
      - errors
    account_user_by_id:
      type: object
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/account_user'
  securitySchemes:
    AccessToken:
      type: http
      scheme: bearer
      bearerFormat: JWT
    OAuth2AuthorizationCode:
      type: oauth2
      description: OAuth 2.0 Authorization Code flow. This is the required flow for new integrations. See https://api-docs.decisiv.net/docs/api/oauth/
      flows:
        authorizationCode:
          authorizationUrl: https://login.decisiv.net/auth/api_gateway
          tokenUrl: https://login.decisiv.net/oauth/token
          refreshUrl: https://login.decisiv.net/oauth/token
          scopes: {}
    OAuth2Password:
      type: oauth2
      description: '**Deprecated.** OAuth 2.0 Password flow. New integrations must use the Authorization Code flow (`OAuth2AuthorizationCode`); this flow remains available only during the migration window and will be removed in a future release. See https://api-docs.decisiv.net/docs/api/oauth/'
      flows:
        password:
          tokenUrl: https://login.decisiv.net/oauth/token
          scopes: {}