Rocket Matter

Rocket Matter Firm Roles API

The FirmRoles API from Rocket Matter — 7 operation(s) for firmroles.

GitHub OpenAPI

Operations 7

POST /FirmRoles.svc/json/GetFirmRoles Get firm roles #
POST /FirmRoles.svc/json/SaveFirmRoles Save firm roles #
POST /FirmRoles.svc/json/SaveFirmRole Save firm role #
POST /FirmRoles.svc/json/DeleteFirmRole Delete firm role #
POST /FirmRoles.svc/json/FirmRolesRatesCanEdit Firm roles rates can edit #
POST /FirmRoles.svc/json/GetClientRoleRates Get client role rates #
POST /FirmRoles.svc/json/SaveClientRoleRates Save client role rates #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/rocket-matter/refs/heads/main/openapi/rocket-matter-firmroles-api-openapi.yml

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OpenAPI Specification

rocket-matter-firmroles-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Welcome to the Rocket Matter API.
  version: '2.0'
  title: Rocket Matter Firm Roles API
  termsOfService: www.rocketmatter.com
  contact:
    email: developer@rocketmatter.com
  license:
    name: Rocket Matter
    url: www.rocketmatter.com
  x-logo:
    url: https://support.rocketmatter.com/wp-content/themes/rm-support/img/rm-logo.png
servers:
- url: https://<DOMAIN>/<INSTALL>/API_V2
tags:
- name: FirmRoles
paths:
  /FirmRoles.svc/json/GetFirmRoles:
    post:
      tags:
      - FirmRoles
      description: Retrieves firm roles for users. Requires admin access and is an admin user.
      operationId: GetFirmRoles
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetFirmRolesResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetFirmRolesRequest'
        required: true
      summary: Get firm roles
      x-summary-source: derived
  /FirmRoles.svc/json/SaveFirmRoles:
    post:
      tags:
      - FirmRoles
      description: Saves firm roles for users. Requires admin access and is an admin user.
      operationId: SaveFirmRoles
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetFirmRolesResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetFirmRolesRequest'
        required: true
      summary: Save firm roles
      x-summary-source: derived
  /FirmRoles.svc/json/SaveFirmRole:
    post:
      tags:
      - FirmRoles
      description: Saves firm roles for users. Requires admin access and is an admin user.
      operationId: SaveFirmRole
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SaveFirmRoleResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SaveFirmRoleRequest'
        required: true
      summary: Save firm role
      x-summary-source: derived
  /FirmRoles.svc/json/DeleteFirmRole:
    post:
      tags:
      - FirmRoles
      description: Deletes firm role for user. Requires admin access and is an admin user.
      operationId: DeleteFirmRole
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DeleteFirmRoleResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/DeleteFirmRoleRequest'
        required: true
      summary: Delete firm role
      x-summary-source: derived
  /FirmRoles.svc/json/FirmRolesRatesCanEdit:
    post:
      tags:
      - FirmRoles
      description: Returns value if user can edit firm role. Requires admin access and is an admin user.
      operationId: FirmRolesRatesCanEdit
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FirmRolesRatesCanEditResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/FirmRolesRatesCanEditRequest'
        required: true
      summary: Firm roles rates can edit
      x-summary-source: derived
  /FirmRoles.svc/json/GetClientRoleRates:
    post:
      tags:
      - FirmRoles
      description: Returns client role rates based on ContactId. Requires admin access and is an admin user.
      operationId: GetClientRoleRates
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetClientRoleRatesResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetClientRoleRatesRequest'
        required: true
      summary: Get client role rates
      x-summary-source: derived
  /FirmRoles.svc/json/SaveClientRoleRates:
    post:
      tags:
      - FirmRoles
      description: Saves client role rates based on list of client role rates. Requires admin access and is an admin user.
      operationId: SaveClientRoleRates
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SaveClientRoleRatesResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SaveClientRoleRatesRequest'
        required: true
      summary: Save client role rates
      x-summary-source: derived
components:
  schemas:
    SaveClientRoleRatesRequest:
      type: object
      properties:
        ClientRoleRates:
          type: array
          items:
            $ref: '#/components/schemas/ClientRoleRate'
    FirmRolesRatesCanEditRequest:
      type: object
      properties:
        ContactId:
          type: integer
          format: int32
    SaveClientRoleRatesResponse:
      type: object
      properties:
        ClientRoleRates:
          type: array
          items:
            $ref: '#/components/schemas/ClientRoleRate'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    CharacterValidationRule:
      type: object
      properties:
        ShouldMatch:
          type: boolean
        Message:
          type: string
        Regex:
          type: string
    ClientRoleRate:
      type: object
      properties:
        Id:
          type: string
        ClientId:
          type: integer
          format: int32
        UserFirmRoleId:
          type: string
        Rate:
          type: number
          format: double
        Role:
          type: string
        ContactId:
          type: integer
          format: int32
        Enabled:
          type: boolean
        ID:
          type: integer
          format: int32
    GetFirmRolesRequest:
      type: object
      properties:
        UserFirmRoles:
          type: array
          items:
            $ref: '#/components/schemas/UserFirmRole'
    UserFirmRole:
      type: object
      properties:
        Name:
          type: string
        Users:
          type: array
          items:
            $ref: '#/components/schemas/User'
        Id:
          type: string
    ValidationResult:
      type: object
      properties:
        MinValue:
          type: boolean
        MaxValue:
          type: boolean
        MinLength:
          type: boolean
        MaxLength:
          type: boolean
        Required:
          type: boolean
        PropertyDisplayName:
          type: string
        Precision:
          type: boolean
        ValueEntered:
          type: object
        Name:
          type: string
        ObjectName:
          type: string
        ExternalID:
          type: string
        MinValueMessage:
          type: string
        MaxValueMessage:
          type: string
        MinLengthMessage:
          type: string
        MaxLengthMessage:
          type: string
        RequiredMessage:
          type: string
        RequiredPrecisionMessage:
          type: string
        BaseFailureMessage:
          type: string
        FailedValidationMessages:
          type: array
          items:
            type: string
        FailedCharacterValidations:
          type: array
          items:
            $ref: '#/components/schemas/CharacterValidationRule'
        IsValid:
          type: boolean
    GetClientRoleRatesRequest:
      type: object
      properties:
        ContactId:
          type: integer
          format: int32
    DeleteFirmRoleRequest:
      type: object
      properties:
        FirmRoleId:
          type: string
    GetFirmRolesResponse:
      type: object
      properties:
        UserFirmRoles:
          type: array
          items:
            $ref: '#/components/schemas/UserFirmRole'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    DeleteFirmRoleResponse:
      type: object
      properties:
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GetClientRoleRatesResponse:
      type: object
      properties:
        ClientRoleRates:
          type: array
          items:
            $ref: '#/components/schemas/ClientRoleRate'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    User:
      type: object
      properties:
        FullName:
          type: string
        FirstName:
          type: string
        LastName:
          type: string
        MiddleName:
          type: string
        ContactId:
          type: integer
          format: int32
        Initials:
          type: string
        ID:
          type: integer
          format: int32
    FirmRolesRatesCanEditResponse:
      type: object
      properties:
        CanEdit:
          type: boolean
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    SaveFirmRoleRequest:
      type: object
      properties:
        Role:
          type: object
          $ref: '#/components/schemas/UserFirmRole'
    SaveFirmRoleResponse:
      type: object
      properties:
        Role:
          type: object
          $ref: '#/components/schemas/UserFirmRole'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string