PandaDoc Members API

openapi: 3.2.0
info:
  title: PandaDoc REST Members API
  description: The PandaDoc REST API provides programmatic access to PandaDoc's document automation platform, enabling developers to create, send, track, and manage documents within their own applications.
  version: 7.18.0
  contact:
    name: PandaDoc API Support
    url: https://developers.pandadoc.com/
    email: api-track@pandadoc.com
  termsOfService: https://www.pandadoc.com/master-services-agreement/
servers:
- url: https://api.pandadoc.com/public/v1
  description: Production Server
security:
- apiKey: []
- oauth2: []
tags:
- name: Members
  description: Operations for managing and retrieving details about workspace members, including listing members and generating member API tokens.
paths:
  /members:
    get:
      operationId: listMembers
      summary: List Members
      description: Returns a list of all members in the current workspace, including their user details, roles, and status. Useful for workspace administration and for looking up member identifiers.
      tags:
      - Members
      responses:
        '200':
          description: List of workspace members.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MemberListResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/TooManyRequests'
  /members/current:
    get:
      operationId: getCurrentMember
      summary: Get Current Member
      description: Returns the profile of the currently authenticated member, including their identifier, email, name, role, and workspace association.
      tags:
      - Members
      responses:
        '200':
          description: Current member details.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Member'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/TooManyRequests'
  /members/{id}:
    get:
      operationId: getMember
      summary: Get Member
      description: Retrieves the details of a specific workspace member by their unique identifier, including their name, email, role, and membership status.
      tags:
      - Members
      parameters:
      - $ref: '#/components/parameters/MemberId'
      responses:
        '200':
          description: Member details retrieved.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Member'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
        '429':
          $ref: '#/components/responses/TooManyRequests'
components:
  schemas:
    MemberListResponse:
      type: object
      description: List of workspace members.
      properties:
        results:
          type: array
          description: Array of member records.
          items:
            $ref: '#/components/schemas/Member'
    Member:
      type: object
      description: A workspace member representing a PandaDoc user within a workspace.
      properties:
        id:
          type: string
          description: Unique identifier of the member.
        user_id:
          type: string
          description: User account identifier.
        email:
          type: string
          format: email
          description: Email address of the member.
        first_name:
          type: string
          description: First name of the member.
        last_name:
          type: string
          description: Last name of the member.
        role:
          type: string
          description: Role of the member within the workspace.
          enum:
          - admin
          - manager
          - user
        status:
          type: string
          description: Membership status.
          enum:
          - active
          - inactive
    ErrorResponse:
      type: object
      description: Standard error response body.
      properties:
        type:
          type: string
          description: Error type identifier.
        detail:
          type: string
          description: Human-readable description of the error.
  responses:
    TooManyRequests:
      description: Rate limit exceeded. Retry after the indicated delay.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    Unauthorized:
      description: Authentication credentials are missing or invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
  parameters:
    MemberId:
      name: id
      in: path
      required: true
      description: Unique identifier of the workspace member.
      schema:
        type: string
  securitySchemes:
    apiKey:
      type: apiKey
      in: header
      name: Authorization
      description: API Key authentication. Include the key in the Authorization header as "API-Key YOUR_API_KEY". Generate keys from the PandaDoc Developer Dashboard.
    oauth2:
      type: oauth2
      description: OAuth 2.0 authentication. Use the authorization code flow to obtain user-scoped access tokens. Tokens expire after approximately one year.
      flows:
        authorizationCode:
          authorizationUrl: https://app.pandadoc.com/oauth2/authorize
          tokenUrl: https://api.pandadoc.com/oauth2/access_token
          scopes:
            read: Read access to documents, templates, contacts, and workspace data.
            write: Write access to create and modify documents, templates, and contacts.
externalDocs:
  description: PandaDoc API Reference
  url: https://developers.pandadoc.com/reference/about