Tools and News for Developers using the AllClients Platform

AddTeamMember

Overview

Adds an team member to the database via an http form post. A successful post will return a success message and the teammemberid for the new team member.

Post Url

https://ReplaceWithYourWhiteLabelCRMDomain/api/2/AddTeamMember.aspx
  • SSL is requred

Form Fields

Field Max Length* Required Notes
response_type No Default results will be returned in XML.Set this field value to json to return results in JSON format
apiusername Yes API User Name and password are assigned by AllClients
apipassword Yes API User Name and password are assigned by AllClients
accountid Yes Add this new team member to the account with this accountid
email 50 Yes
password 50 Yes You need to assign a password, even if you are using other sign on methods
user_level 1 Yes “A” for Administrator

“P” for Power User

“I” for Independent User

“T” for Team Player

 

see http://www.allclients.com/team/  for more details

display_fullname 50 Yes
display_initials 5 Yes
display_hexcolor 6 No Default is FFFFFF –  Leave off the “#”
permission_sharetemplates 1 No “1” for Yes

“0” for No (default)

permission_groupedit 1 No “1” for Yes

“0” for No (default)

mailmerge_newsletter 50 No Mail Merge Profile: Newsletter Title, ie: “John’s Newsletter”
mailmerge_fullname 50 No ie: “John Smith”
mailmerge_company 50 No
mailmerge_address 60 No ie: “123 Mail Street Suite A”
mailmerge_citystatezip 60 No ie: “Windsor, CA 95492”
mailmerge_phone 30 No
mailmerge_email 75 No
mailmerge_website 75 No Use full URL. ie: “http://www.mywebsite.com/”
extra_field1 50 No Extra fields for your internal use. (Store an internal ID or whatever you’d like)
extra_field2 50 No Extra fields for your internal use. (Store an internal ID or whatever you’d like)

* An error will not result if Max Length is exceeded. Data will be trimmed to this length. 

Sample Results

Success Message

<?xml version="1.0"?>
<results>
    <message>Success</message>
    <accountid>15631</accountid>
    <teammemberid>232</teammemberid>
</results>

Sample Failure Message

<?xml version="1.0"?>
<results>
    <error>Authentication failed</error>
</results>