Authorization

Accounts

Entities

Introduction Entity definitions Retrieve an entity Clients Engagements Employees Create an employee Edit an employee Delete an employee

User accounts

Groups Files Folders Templates Email templates Apps Errors

Employees

SmartVault's API allows the creation of employees as entities for an account as well as the ability to update its group membership at any time and its deletion.

PUT/nodes/entity/SmartVault.Accounting.Firm/{account_id}/SmartVault.Accounting.FirmToEmployee

POST/nodes/entity/SmartVault.Accounting.Firm/{account_id}/SmartVault.Accounting.FirmToEmployee/{employee_id}

DELETE/nodes/entity/SmartVault.Accounting.Firm/{account_id}/SmartVault.Accounting.FirmToEmployee/{employee_id}

Create an employee

There are some limitations for entity creation based on the user permissions:

Only admin level users can create employee entities.

PUT/nodes/entity/SmartVault.Accounting.Firm/{account_id}/SmartVault.Accounting.FirmToEmployee

Parameters

account_idstringThe account's alphanumerical identification.

You can find more info on how to retrieve the account's id here.

Body parameters

Even though some parameters are optional, make sure you use the ones you really want before submitting the request, as you won't be able to edit anything of the employee, excepting the membership type, after its been created.

Show Required fields

Show Optional fields

Example of a request body for adding a new employee.

Show body request

For more information on how to assign a new employee of "assigned" type to a client, check here.

Response

Will return the newly added employee object.

Show success object

You can get an error when trying to add a new employee if you are already at max number of employees for the account.

Show error object

Edit an employee

You can only edit an employee's membership type once it has been created.

POST/nodes/entity/SmartVault.Accounting.Firm/{account_id}/SmartVault.Accounting.FirmToEmployee/{employee_id}

Parameters

account_idstringThe account's alphanumerical identification.

employee_idstringThe employee's alphanumerical identification.

Body parameters

Show Body parameters

Example of a request body for updating the membership type an employee:

Show body request

Response

Will return the newly added employee object.

Show success object

Delete an employee

Deletes the entity on the specified path based on the account ID and the employee to delete ID.

You cannot remove yourself from a vault.

DELETE/nodes/entity/SmartVault.Accounting.Firm/{account_id}/SmartVault.Accounting.FirmToEmployee/{employee_id}

Parameters

account_idstringThe account's alphanumerical identification.

employee_idstringThe employee's alphanumerical identification.

Request

curl --include \
     --request DELETE \
     --header "Content-Type: application/json" \
     --header "Authorization: Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==" \
  'https://rest.smartvault.com/nodes/entity/path'

// Maven : Add these dependecies to your pom.xml (java6+)
// <dependency>
//     <groupId>org.glassfish.jersey.core</groupId>
//     <artifactId>jersey-client</artifactId>
//     <version>2.8</version>
// </dependency>
// <dependency>
//     <groupId>org.glassfish.jersey.media</groupId>
//     <artifactId>jersey-media-json-jackson</artifactId>
//     <version>2.8</version>
// </dependency>
import javax.ws.rs.client.Client;
import javax.ws.rs.client.ClientBuilder;
import javax.ws.rs.client.Entity;
import javax.ws.rs.core.Response;
import javax.ws.rs.core.MediaType;
Client client = ClientBuilder.newClient();
Response response = client.target("https://rest.smartvault.com/nodes/entity/path")
  .request(MediaType.APPLICATION_JSON_TYPE)
  .header("Authorization", "Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==")
  .delete();
System.out.println("status: " + response.getStatus());
System.out.println("headers: " + response.getHeaders());
System.out.println("body:" + response.readEntity(String.class));

var request = new XMLHttpRequest();
request.open('DELETE', 'https://rest.smartvault.com/nodes/entity/path');
request.setRequestHeader('Content-Type', 'application/json');
request.setRequestHeader('Authorization', 'Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==');
request.onreadystatechange = function () {
  if (this.readyState === 4) {
    console.log('Status:', this.status);
    console.log('Headers:', this.getAllResponseHeaders());
    console.log('Body:', this.responseText);
  }
};
request.send();

var request = require('request');
request({
  method: 'DELETE',
  url: 'https://rest.smartvault.com/nodes/entity/path',
  headers: {
    'Content-Type': 'application/json',
    'Authorization': 'Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ=='
  }}, function (error, response, body) {
  console.log('Status:', response.statusCode);
  console.log('Headers:', JSON.stringify(response.headers));
  console.log('Response:', body);
});

$ENV{'PERL_LWP_SSL_VERIFY_HOSTNAME'} = 0;
use LWP::UserAgent;
use strict;
use warnings;
use 5.010;
use Cpanel::JSON::XS qw(encode_json decode_json);
my $ua   = LWP::UserAgent->new;
$ua->default_header("Content-Type" => "application/json");
$ua->default_header("Authorization" => "Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==");
my $response = $ua->delete("https://rest.smartvault.com/nodes/entity/path");
print $response->as_string;

from urllib2 import Request, urlopen
headers = {
  'Content-Type': 'application/json',
  'Authorization': 'Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ=='
}
request = Request('https://rest.smartvault.com/nodes/entity/path', headers=headers)
request.get_method = lambda: 'DELETE'
response_body = urlopen(request).read()
print response_body

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, "https://rest.smartvault.com/nodes/entity/path");
curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE);
curl_setopt($ch, CURLOPT_HEADER, FALSE);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "DELETE");
curl_setopt($ch, CURLOPT_HTTPHEADER, array(
  "Content-Type: application/json",
  "Authorization: Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ=="
));
$response = curl_exec($ch);
curl_close($ch);
var_dump($response);

require 'rubygems' if RUBY_VERSION < '1.9'
require 'rest_client'
headers = {
  :content_type => 'application/json',
  :authorization => 'Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ=='
}
response = RestClient.delete 'https://rest.smartvault.com/nodes/entity/path', headers
puts response

package main
import (
	"fmt"
	"io/ioutil"
	"net/http"
)
func main() {
	client := &http.Client{}
	req, _ := http.NewRequest("DELETE", "https://rest.smartvault.com/nodes/entity/path", nil)
	req.Header.Add("Content-Type", "application/json")
	req.Header.Add("Authorization", "Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==")
	resp, err := client.Do(req)
	if err != nil {
		fmt.Println("Errored when sending request to the server")
		return
	}
	defer resp.Body.Close()
	resp_body, _ := ioutil.ReadAll(resp.Body)
	fmt.Println(resp.Status)
	fmt.Println(string(resp_body))
}

//Common testing requirement. If you are consuming an API in a sandbox/test region, uncomment this line of code ONLY for non production uses.
//System.Net.ServicePointManager.ServerCertificateValidationCallback = delegate { return true; };
//Be sure to run "Install-Package Microsoft.Net.Http" from your nuget command line.
using System;
using System.Net.Http;
var baseAddress = new Uri("https://rest.smartvault.com/");
using (var httpClient = new HttpClient{ BaseAddress = baseAddress })
{
  
  httpClient.DefaultRequestHeaders.TryAddWithoutValidation("authorization", "Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==");
  
  using(var response = await httpClient.DeleteAsync("nodes/entity/{path}"))
  {
 
        string responseData = await response.Content.ReadAsStringAsync();
  }
}

Dim request = TryCast(System.Net.WebRequest.Create("https://rest.smartvault.com/nodes/entity/path"), System.Net.HttpWebRequest)
request.Method = "DELETE"
request.ContentType = "application/json"
request.Headers.Add("authorization", "Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==")
request.ContentLength = 0
Dim responseContent As String
Using response = TryCast(request.GetResponse(), System.Net.HttpWebResponse)
  Using reader = New System.IO.StreamReader(response.GetResponseStream())
    responseContent = reader.ReadToEnd()
  End Using
End Using

import groovyx.net.http.RESTClient
import static groovyx.net.http.ContentType.JSON
import groovy.json.JsonSlurper
import groovy.json.JsonOutput
@Grab (group = 'org.codehaus.groovy.modules.http-builder', module = 'http-builder', version = '0.5.0')
def client = new RESTClient("https://rest.smartvault.com")
def emptyHeaders = [:]
emptyHeaders."Content-Type" = "application/json"
emptyHeaders."Authorization" = "Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ=="
response = client.delete( path : "/nodes/entity/{path}", headers: emptyHeaders )
println("Status:" + response.status)
if (response.data) {
  println("Content Type: " + response.contentType)
  println("Body:\n" + JsonOutput.prettyPrint(JsonOutput.toJson(response.data)))
}

NSURL *URL = [NSURL URLWithString:@"https://rest.smartvault.com/nodes/entity/path"];
NSMutableURLRequest *request = [NSMutableURLRequest requestWithURL:URL];
[request setHTTPMethod:@"DELETE"];
[request setValue:@"application/json" forHTTPHeaderField:@"Content-Type"];
[request setValue:@"Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==" forHTTPHeaderField:@"Authorization"];
NSURLSession *session = [NSURLSession sharedSession];
NSURLSessionDataTask *task = [session dataTaskWithRequest:request
                                        completionHandler:
                              ^(NSData *data, NSURLResponse *response, NSError *error) {
                                  if (error) {
                                      // Handle error...
                                      return;
                                  }
                                  if ([response isKindOfClass:[NSHTTPURLResponse class]]) {
                                      NSLog(@"Response HTTP Status code: %ld\n", (long)[(NSHTTPURLResponse *)response statusCode]);
                                      NSLog(@"Response HTTP Headers:\n%@\n", [(NSHTTPURLResponse *)response allHeaderFields]);
                                  }
                                  NSString* body = [[NSString alloc] initWithData:data encoding:NSUTF8StringEncoding];
                                  NSLog(@"Response Body:\n%@\n", body);
                              }];
[task resume];

import Foundation
// NOTE: Uncommment following two lines for use in a Playground
// import PlaygroundSupport
// PlaygroundPage.current.needsIndefiniteExecution = true
let url = URL(string: "https://rest.smartvault.com/nodes/entity/path")!
var request = URLRequest(url: url)
request.httpMethod = "DELETE"
request.addValue("application/json", forHTTPHeaderField: "Content-Type")
request.addValue("Basic dGVzdHVzZXJAc21hcnR2YXVsdC5jb206UTB4Sk1EQUFBQUFBQUFBQlVZRE9MOE82N3oyQjdvVmJLcytWMngybmZHTXgzR2FzY2pNUEp4Y0dGeHZPeWc9PQ==", forHTTPHeaderField: "Authorization")
let task = URLSession.shared.dataTask(with: request) { data, response, error in
  if let response = response {
    print(response)
    if let data = data, let body = String(data: data, encoding: .utf8) {
      print(body)
    }
  } else {
    print(error ?? "Unknown error")
  }
}
task.resume()

Response

Returns a default success object if the deletion goes well.

Show success object

Returns an error object if the path to the employee doesn't exist.

SmartVault

Employees

.css-1r0pe6c{color:inherit;-webkit-text-decoration:none;text-decoration:none;}.css-1r0pe6c:hover{-webkit-text-decoration:underline;text-decoration:underline;}Create an employee

Show Required fields

Show Optional fields

Show body request

Show success object

Show error object

Edit an employee

Show Body parameters

Show body request

Show success object

Delete an employee

Show success object

Show error object

Create an employee