Rights catalogue

The Right column is the exact value you add to a role to grant it (the string you type when assigning rights in the Operations Portal). Endpoints reject calls with 403 ACCESS_DENIED when the principal is missing the required right.

AML (Anti-Money Laundering)

3 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CreateAmlMonitoringEvents`	Record anti-money laundering monitoring results.	`POST /events/aml-monitoring-result`	-	-
`ManageTransactionMonitoring`	Add notes and override AML transaction-monitoring hits.	`POST /aml/transaction-monitoring/<id_>/notes` `POST /aml/transaction-monitoring/<id_>/override`	AML -> Override hit status	-
`ViewTransactionMonitoring`	View and search AML transaction monitoring rules and hits.	`GET /aml/transaction-monitoring/<id_>` `POST /aml/transaction-monitoring/events/search` `POST /aml/transaction-monitoring/search`	AML -> Search transaction monitoring AML -> View monitoring events	-

Article Management

6 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CreateArticleLabels`	Create labels for articles within an invoice.	`POST /invoices/<invoice_id>/article_labels`	-	-
`ReadArticle`	View details of a reusable invoice line item.	`GET /articles/<id_>`	-	-
`ReadArticles`	List reusable invoice line items.	`GET /articles`	-	-
`ReadArticleLabels`	View labels for articles in an invoice.	`GET /invoices/<invoice_id>/article_labels`	-	-
`SearchArticles`	Search articles.	`POST /articles/search`	Global Settings -> Search articles	-
`UpdateArticles`	Update reusable invoice line items individually or in bulk.	`PUT /articles/<id_>` `PUT /articles/bulk-update`	Global Settings -> Update articles	-

Bookkeeping

14 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`BookkeepBills`	Record service bills issued by the platform to clients.	`PUT /bills/bookkeep`	Daily Routines -> Bookkeep bills	-
`BookkeepPaymentBatches`	Bookkeep grouped payment ingestion files.	`PUT /payment-batches/<id_>/bookkeep`	Daily Routines -> Bookkeep payment batches	-
`CalculateBalanceBookkeepingAccounts`	Recalculate balances for bookkeeping accounts.	`PUT /bookkeeping-accounts/<id_>/calculate-balance`	-	-
`CreateBookkeepingAccount`	Create a bookkeeping account.	`POST /bookkeeping-accounts`	Accounting -> Create bookkeeping account	-
`ExportBookkeepingFile`	Export a generated bookkeeping file.	`PUT /bookkeeping-files/<id_>/export`	-	-
`GenerateBookkeepingFile`	Generate bookkeeping files.	`PUT /bookkeeping-files/generate`	-	-
`GenerateInternalBookkeepingFile`	Generate internal bookkeeping files for accounting.	`PUT /bookkeeping-files/internal/generate`	Accounting -> Generate bookkeeping files	-
`ReadBookkeepingAccount`	View details of a bookkeeping account.	`GET /bookkeeping-accounts/<id_>`	Accounting -> View account	-
`ReadBookkeepingAccounts`	List bookkeeping accounts.	`GET /bookkeeping-accounts`	-	-
`ReadBookkeepingFile`	View a generated bookkeeping file by ID.	`GET /bookkeeping-files/<id_>`	-	-
`ReadBookkeepingFiles`	List generated bookkeeping files.	`GET /bookkeeping-files`	-	-
`SearchBookkeepingAccounts`	Search bookkeeping accounts.	`POST /bookkeeping-accounts/search`	Accounting -> Search accounts	Configure -> Search accounts
`SearchBookkeepingFiles`	Search generated bookkeeping files.	`POST /bookkeeping-files/search`	Accounting -> Search files	-
`UpdateBookkeepingAccount`	Update bookkeeping account settings.	`PUT /bookkeeping-accounts/<id_>`	Accounting -> Update bookkeeping	Configure -> Update bookkeeping

Business Loan Management

25 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`AddToArchiveBusinessLoans`	Add a business loan record to the archive.	`PUT /business-loans/<id_>/archive/add`	-	-
`CreateBusinessLoan`	Create a business loan.	`POST /business-loans`	-	-
`CreateBusinessLoanToDo`		`POST /business-loan/todo`	-	-
`CreateBusinessLoanWithdrawal`	Create a withdrawal request for a business loan that requires dual confirmation.	`PUT /business-loans/<id_>/withdraw`	-	-
`CreateLoanProfile`	Create and update loan profiles.	`POST /loan-profiles` `PUT /loan-profiles/<loan_profile_id>`	-	-
`CreditDecisionApproveBusinessLoans`	Approve the credit decision for a business loan.	`PUT /business-loans/<id_>/credit-decision/approve`	-	-
`CreditDecisionDenyBusinessLoans`	Deny the credit decision for a business loan.	`PUT /business-loans/<id_>/credit-decision/deny`	-	-
`DeleteBusinessLoanToDo`	Delete a to-do item from a business loan.	`DELETE /business-loan/todo/<business_loan_id>/<id>`	-	-
`GetBusinessLoanToDo`		`GET /business-loan/todo/<business_loan_id>` `GET /business-loan/todo/<business_loan_id>/<id>`	-	-
`InstallmentSummaryBusinessLoans`	Update installment summaries for business loans individually or in bulk.	`PUT /business-loans/<id_>/installment/summary` `PUT /business-loans/installment/summary`	-	-
`ReadBusinessLoan`		`GET /business-loans/<id_>` `GET /business-loans/<id_>/fees` `GET /business-loans/<id_>/guarantors` `GET /business-loans/<id_>/profile`	-	-
`ReadBusinessLoanChangelog`	View change history for business loans.	`GET /changelog/business-loan` `GET /changelog/business-loan/<id_>`	-	-
`ReadBusinessLoanEvent`	View a single business loan event.	`GET /business-loans/events/<id_>`	-	-
`ReadBusinessLoanEvents`	List business loan events.	`GET /business-loans/events`	-	-
`ReadBusinessLoanFinancialEvents`	View financial events for business loans.	`GET /business-loans/<business_loan_id>/financial-events`	-	-
`ReadBusinessLoanLedgerEvent`	View a single business loan ledger event.	`GET /business-loans/events/ledger/<id_>`	-	-
`ReadBusinessLoanLedgerEvents`	List business loan ledger events.	`GET /business-loans/events/ledger`	-	-
`ReadLoanProfile`	Search and view loan profile details.	`GET /loan-profiles/<loan_profile_id>` `POST /loan-profiles/search`	-	-
`RemoveFromArchiveBusinessLoans`	Remove archived business loans.	`PUT /business-loans/<id_>/archive/remove`	-	-
`SearchBusinessLoanToDo`	Search business loan todos.	`POST /business-loan/todo/search`	-	-
`SearchBusinessLoans`	Search business loans.	`POST /business-loans/search`	-	-
`SearchBusinessLoanEvents`	Search business loan events.	`POST /business-loans/events/search`	-	-
`SearchBusinessLoanLedgerEvents`	Search business loan ledger events.	`POST /business-loans/events/ledger/search`	-	-
`UpdateBusinessLoan`	Update business loans and loan profiles.	`PUT /business-loans/<id_>` `PUT /business-loans/<id_>/profile`	-	-
`UpdateBusinessLoanToDo`		`PUT /business-loan/todo/<business_loan_id>/<id>`	-	-

Client Management

142 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`ApplyClientProducts`	Apply a client product binding.	`PUT /client-products/<id_>/apply`	-	-
`BookClientUnplacedPayment`		`PUT /unplaced-payments/client/<id_>/link/book` `PUT /unplaced-payments/client/<id_>/link/<link_id>/book`	Daily Routines -> Book unplaced payments	-
`CalculateBalanceClientAccounts`	Recalculate balances for client accounts.	`PUT /client-accounts/<id_>/calculate-balance`	Accounting -> Calculate account balance	-
`ConnectClientToClientHandler`	Connect or disconnect clients to client handlers.	`DELETE /client-handlers/<id_>/connect/<client_id>` `PUT /client-handlers/<id_>/connect/<client_id>`	Registry -> Connect to client handler	-
`ConnectClientToErp`	Link a client to an ERP integration.	`PUT /erps/<id_>/connect/<client_id>`	-	-
`ConnectClientToGit`	Link a client to a Git repository.	`PUT /clients/<client_id>/connect-to-git`	-	-
`ConnectErpToClient`	Link an ERP system to a client.	`PUT /clients/<id_>/erp-connect`	Registry -> Connect ERP system	Configure -> Connect ERP system
`ConnectLogotypeToClient`	Attach a logo to a client.	`PUT /clients/<id_>/logotype`	Registry -> Attach client logo	-
`CreateClientAccount`	Create a client account.	`POST /client-accounts`	-	-
`CreateClientAccountTransaction`	Create a client account transaction.	`POST /client-account-transactions`	Accounting -> Create account transaction	-
`CreateClientArticle`		`POST /clients/articles`	-	Configure -> Create article
`CreateClientBankAccount`	Create client bank account profiles and accounts.	`POST /client-bank-account` `POST /client-bank-account-profile`	Registry -> Manage bank accounts	-
`CreateClientDocumentSetting`		`POST /clients/<id_>/document-setting`	ClientTransactionReports -> Configure document setting	-
`CreateClientEmailRecipient`		`POST /clients/<id_>/email-recipients`	Registry -> Manage email recipients	-
`CreateClientGroups`	Create a client group for shared settings and rollups.	`POST /client-groups`	-	-
`CreateClientGroupClients`		`POST /client-groups/<id_>/clients`	-	-
`CreateClientHandlers`	Create a client handler.	`POST /client-handlers`	-	-
`CreateClientInvoiceRequest`	Create a client invoice request.	`POST /client-invoice-request`	-	Dashboard -> Request invoice
`CreateClientInvoiceRequestComment`		`POST /client-invoice-request/<id>/comment`	-	-
`CreateClientInvoiceRequestDocument`	Upload an attachment to a client invoice request.	`POST /client-invoice-request/<id>/documents`	-	-
`CreateClientLabels`	Create labels for clients.	`POST /clients/<client_id>/labels`	Registry -> Create labels	-
`CreateClientPaymentReferenceSettings`	Create payment reference settings for client accounts, collection batches, and invoices.	`POST /client-account-payment-reference-settings` `POST /collection-batch-payment-reference-settings` `POST /invoice-payment-reference-settings`	-	-
`CreateClientSyncInvoices`	Trigger an invoice sync for a client.	`POST /clients/<client_id>/sync/invoices`	Registry -> Sync invoices	Sync -> Sync invoices
`CreateClientToDo`	Create todo items for clients.	`POST /client/todo`	Registry -> Create todo	-
`CreateClientTransferText`	Create client transfer texts.	`POST /client-transfer-text`	Registry -> Create transfer text	-
`CreateClientUser`	Create client user accounts.	`POST /client-users`	Registry -> Create user	-
`CreateClients`	Create new clients.	`POST /clients`	-	-
`CreatePaymentTransactionsClientRestricted`	Create inbound debtor payments and reconcile them to invoices.	`POST /payments` `POST /payments/multiple`	-	-
`CreatePayoutForClientAccounts`	Update payout configuration for a client account.	`PUT /client-accounts/<id_>/payout`	Accounting -> Configure payout	-
`DeclineMultipleClientInvoiceRequest`	Decline multiple client invoice requests in a single action.	`PUT /client-invoice-request/decline-multiple`	-	-
`DeleteClientArticle`	Delete articles owned by a specific client.	`DELETE /clients/articles/<id_>`	-	Configure -> Delete article
`DeleteClientBankAccount`	Delete a client bank account.	`DELETE /client-bank-account/<id>`	Registry -> Delete bank account	-
`DeleteClientEmailRecipient`	Delete email recipients configured for a client.	`DELETE /clients/<id_>/email-recipients/<er_id_>`	Registry -> Remove email recipient	-
`DeleteClientGroups`	Delete a client group.	`DELETE /client-groups/<id_>`	-	-
`DeleteClientGroupClients`	Remove clients from a client group.	`DELETE /client-groups/<id_>/clients/<client_id>`	-	-
`DeleteClientLabels`	Delete labels assigned to a client.	`DELETE /clients/<client_id>/labels/<id>`	Registry -> Delete client label	-
`DeleteClientUser`	Delete a client user account.	`DELETE /client-users/<id_>`	Environment -> Delete user	-
`DenyClientUnplacedPayment`	Deny a client’s link to an unplaced payment.	`PUT /unplaced-payments/client/<id_>/link/deny` `PUT /unplaced-payments/client/<id_>/link/<link_id>/deny`	Daily Routines -> Import Payments -> Client Link Requests -> Deny payment link	-
`DisableClientSync`		`PUT /clients/<client_id>/sync/disable` `PUT /clients/<client_id>/sync/reset`	Registry -> Disable sync	-
`EnableClientSync`	Enable external-system sync for a client.	`PUT /clients/<client_id>/sync/enable`	Registry -> Enable sync	Configure -> Enable sync
`GenerateClientToken`	Generate a token for a client.	`POST /token/client/generate`	-	Configure -> Generate token
`GetClientCreditDecisionStatus`	View factoring buy/sell decisions for clients.	`GET /factoring-decisions/clients/<id_>`	-	-
`GetClientPaymentReferenceSettings`	View payment reference settings for clients, invoices, and collection batches.	`GET /client-account-payment-reference-settings/<id_>` `GET /client-account-payment-reference-settings/client-account/<client_account_id>` `GET /collection-batch-payment-reference-settings/<id_>` `GET /collection-batch-payment-reference-settings/client/<client_id>` `GET /invoice-payment-reference-settings/<id_>` `GET /invoice-payment-reference-settings/client/<client_id>`	-	-
`GetClientToDo`		`GET /client/todo/<client_id>` `GET /client/todo/<client_id>/<id>`	-	-
`IgnoreClientUnplacedPayment`	Mark an unplaced payment as ignored.	`PUT /unplaced-payments/client/<id_>/ignore`	-	Unplaced payments -> Ignore payment
`LinkClientUnplacedPayment`	Link an unplaced payment to an invoice.	`PUT /unplaced-payments/client/<id_>/link`	-	Unplaced payments -> Link payment
`LinkUnplacedPaymentClientRestricted`	Assign unmatched payments to invoices.	`PUT /unplaced-payments/<id_>/link`	Daily Routines -> Link payment	-
`ManageClientSettings`	View, update, and delete client configuration settings and flags.	`DELETE /settings/client/<client_id>/<setting_key>` `GET /settings/client/<client_id>` `GET /settings/client/flag/<client_id>` `POST /settings/client/search` `PUT /settings/client/<client_id>` `PUT /settings/client/flag/<client_id>`	Registry -> Manage settings	Dashboard -> Manage settings
`ManageOwnClientSettings`	View and update client flag settings.	`GET /settings/client/flag` `PUT /settings/client/flag`	-	Dashboard -> Manage settings
`ReadClient`	View client company details and contact information.	`GET /clients/<id_>`	Registry -> View client	Dashboard -> View client
`ReadClientAccount`	View a client account by ID.	`GET /client-accounts/<id_>`	-	-
`ReadClientAccounts`	View client accounts including balance and account configuration.	`GET /client-accounts`	-	-
`ReadClientAccountTransaction`	View a client account transaction by ID.	`GET /client-account-transactions/<id_>`	-	-
`ReadClientAccountTransactions`	List client account transactions.	`GET /client-account-transactions`	-	-
`ReadClientArticle`	View client articles.	`GET /clients/articles` `GET /clients/articles/<id_>`	-	-
`ReadClientBankAccount`	View client bank account information and profiles.	`GET /client-bank-account-profile/<id>` `GET /client-bank-account-profile/client/<client_id>` `GET /client-bank-account/<id>`	-	-
`ReadClientBillingDetails`	View client billing settings.	`GET /clients/<id_>/settings/billing`	-	-
`ReadClientBookkeepingDetails`	View client bookkeeping settings and configuration.	`GET /clients/<id_>/settings/bookkeeping`	-	-
`ReadClientChangelog`	View change history for clients.	`GET /changelog/client` `GET /changelog/client/<id_>`	-	-
`ReadSettingChangelog`	View change history for system settings.	`GET /changelog/system-setting` `GET /changelog/system-setting/<key_>`	System -> Settings	-
`ReadClientComplianceSetting`	View client compliance settings.	`GET /clients/<id_>/settings/compliance`	-	-
`ReadClientCreditStatus`	View a credit status definition by ID.	`GET /credit-statuses/<id_>`	-	-
`ReadClientCreditStatuses`	List credit status definitions.	`GET /credit-statuses`	-	-
`ReadClientCreditStatusGlobal`	View a global credit status override by ID.	`GET /credit-status-global/<id_>`	-	-
`ReadClientDocumentSetting`	View client document settings.	`GET /clients/<id_>/document-setting`	Daily Routines -> View document settings	-
`ReadClientEmailRecipient`	View email recipients configured for a client.	`GET /clients/<id_>/email-recipients`	Registry -> View email recipients	-
`ReadClientFinancingLimits`	View consolidated financing limit breakdown for a client.	`GET /clients/<client_id>/financing-limits`	-	Dashboard -> View financing limits
`ReadClientGroup`	View a client group by ID.	`GET /client-groups/<id_>`	-	-
`ReadClientGroups`	List client groups.	`GET /client-groups`	-	-
`ReadClientGroupClients`	View clients within a specific client group.	`GET /client-groups/<id_>/clients`	-	-
`ReadClientHandler`	View details of a specific client handler.	`GET /client-handlers/<id_>`	-	-
`ReadClientHandlers`	List all client handlers.	`GET /client-handlers`	Registry -> View handlers	-
`ReadClientHandlerBillingDetails`	View billing details for a client handler.	`GET /client-handlers/<id_>/billing-details`	-	-
`ReadClientInvoiceDetails`	View client invoice issuance settings.	`GET /clients/<client_id>/settings/invoice`	Registry -> View invoice settings	Dashboard -> View invoice settings
`ReadClientInvoiceRequest`	List and search client invoice requests.	`GET /client-invoice-request` `GET /client-invoice-request/<id>` `GET /client-invoice-request/enabled` `POST /client-invoice-request/search`	-	Change requests -> View requests
`ReadClientInvoiceTextSetting`		`GET /clients/<id_>/settings/invoice-text` `POST /clients/<id_>/settings/invoice-text`	Registry -> View invoice text	-
`ReadClientLabels`	View labels assigned to a client.	`GET /clients/<client_id>/labels`	Registry -> View labels	-
`ReadClientProduct`	View details of a product binding for a client.	`GET /client-products/<id_>`	-	-
`ReadClientProducts`	View product bindings (factoring, service, etc.) for clients.	`GET /client-products`	-	Dashboard -> View products
`ReadClientReminderProfiles`	View the default reminder profile for a client.	`GET /clients/<id_>/reminder-profiles/default`	Registry -> View reminder profiles	-
`ReadDebtorReminderProfiles`	View the reminder profile set on a client debtor.	`GET /debtors/<id_>/reminder-profiles/default` `GET /debtors/<id_>/reminder-profiles/effective`	Registry -> View debtor reminder profiles	-
`ReadClients`	List clients.	`GET /clients`	-	-
`ReadClientSync`	View client external-system sync status and last sync dates.	`GET /clients/<client_id>/sync`	Registry -> View sync status	Dashboard -> View sync status
`ReadClientSyncInvoices`	View and search synced invoices for a client.	`GET /clients/<client_id>/sync/invoices` `POST /clients/<client_id>/sync/invoices/search`	Registry -> View synced invoices	-
`ReadClientTransferText`	Search client transfer texts.	`POST /client-transfer-text/search`	Registry -> Search transfer text	-
`ReadClientUnplacedPayment`	View a client-scoped unplaced payment by ID.	`GET /unplaced-payments/client/<id_>`	-	-
`ReadClientUnplacedPayments`	List unplaced payments visible to clients.	`GET /unplaced-payments/client`	-	-
`ReadClientUsers`	View client user accounts and details.	`GET /client-users` `GET /client-users/<id_>`	-	Configure -> View users
`ReadTemplateClients`	View client financial price template engine rules and history.	`GET /client-financial-price-template/<id_>/clients/engine-rule` `GET /client-financial-price-template/<id_>/clients/engine-rule/history` `GET /client-financial-price-template/<id_>/clients/engine-rule/status`	-	-
`ReadUnplacedPaymentClientRestricted`	View unplaced payments.	`GET /unplaced-payments/<unplaced_payment_id>`	Daily Routines -> View unplaced payments	-
`ReportStatusClientSync`		`PUT /clients/<client_id>/sync/status`	-	-
`ReportSyncStatusClientInvoices`	Report and manage invoice sync status for clients.	`PUT /clients/<client_id>/sync/invoices/status` `PUT /clients/sync/invoices/status`	-	-
`ReturnClientUnplacedPayment`	Return unplaced payments to client.	`PUT /unplaced-payments/client/<unplaced_payment_id>/return`	-	Invoices -> Return unplaced payment
`ReturnUnplacedPaymentClientRestricted`	Return unplaced payments.	`PUT /unplaced-payments/<unplaced_payment_id>/return`	Daily Routines -> Return unplaced	-
`SearchClientAccounts`	Search client accounts.	`POST /client-accounts/search`	Accounting -> Search client accounts	-
`SearchClientAccountTransactions`	Search client account transactions.	`POST /client-account-transactions/search`	Registry -> Search transactions	Errands -> Search transactions
`SearchClientArticle`	Search client articles.	`POST /clients/articles/search`	-	Articles -> Search articles
`SearchClientBankAccount`	Search client bank accounts and profiles.	`POST /client-bank-account-profile/search` `POST /client-bank-account/search`	-	-
`SearchClientChangelog`	Search audit history for resource changes.	`POST /changelog/search`	-	-
`SearchClientCreditDecisionStatus`	Search client factoring decision status.	`POST /factoring-decisions/clients/daily/search` `POST /factoring-decisions/clients/search`	-	-
`SearchClientCreditStatuses`	Search credit status definitions.	`POST /credit-statuses/search`	Registry -> Search credit statuses	-
`SearchClientCreditStatusesGlobal`	Search global credit status overrides.	`POST /credit-status-global/search`	Registry -> Search global credit statuses	-
`SearchClientGroups`	Search client groups.	`POST /client-groups/search`	-	-
`SearchClientHandlers`	Search client handlers.	`POST /client-handlers/search`	-	-
`SearchClientPaymentReferenceSettings`	Search client account, collection batch, and invoice payment reference settings.	`POST /client-account-payment-reference-settings/search` `POST /collection-batch-payment-reference-settings/search` `POST /invoice-payment-reference-settings/search`	-	-
`SearchClientProducts`	Search product bindings for clients.	`POST /client-products/search`	Registry -> Search products	-
`SearchClientToDo`	Search client todos.	`POST /client/todo/search`	Events -> Search tasks	-
`SearchClientUnplacedPayments`	Search unplaced payments.	`POST /unplaced-payments/client/search`	-	Unplaced Payments -> Search payments
`SearchClientUsers`	Search client users.	`POST /client-users/search`	Environment -> Search users	-
`SearchClients`	Search clients.	`POST /clients/search`	Registry -> Search clients	-
`SearchPreviousClientCollectionBatch`		`POST /collection-batches/previous-clients/search`	-	-
`SearchUnplacedPaymentClientRestricted`	View and search unplaced payments.	`GET /unplaced-payments` `POST /unplaced-payments/search`	Daily Routines -> Search unplaced payments	-
`ShowRestrictedSenderInformationForClients`	When enabled, restricts (hides) sensitive sender information (account number, identification number, and address) on unplaced payments in the Client Portal. Without this right the full sender information is shown.	-	-	Unplaced Payments -> Restrict sender information
`SupportAbortSyncClientInvoices`	Abort invoice synchronization for a client.	`PUT /clients/<client_id>/sync/invoices/abort`	Registry -> Abort sync	-
`ToggleClientProducts`	Toggle product activation status for a client.	`PUT /client-products/<id_>/toggle`	Registry -> Manage products	-
`TransferBetweenClientAccounts`	Transfer funds between client accounts.	`PUT /client-accounts/transfer`	Accounting -> Transfer funds	-
`TransferBetweenClientAccountsFromTransaction`	Transfer funds between client accounts based on an existing client account transaction.	`PUT /client-accounts/transfer-from-transaction`	-	-
`UpdateClientAccount`	Update a client account.	`PUT /client-accounts/<id_>`	Accounting -> Update account	-
`UpdateClientArticle`	Update client-owned articles.	`PUT /clients/articles/<id_>`	-	Configure -> Update articles
`UpdateClientBankAccount`	Update client bank account details and profiles.	`PUT /client-bank-account-profile/<id>` `PUT /client-bank-account/<id>`	Registry -> Update bank account	-
`UpdateClientBillingDetails`	Update client billing details.	`PUT /clients/<id_>/settings/billing`	Registry -> Update billing	-
`UpdateClientBookkeepingDetails`	Update client bookkeeping settings and configuration.	`PUT /clients/<id_>/settings/bookkeeping`	Registry -> Update client settings	Configure -> Update bookkeeping settings
`UpdateClientCollectionBatch`	Update the client assigned to a collection batch.	`PUT /collection-batches/<collection_batch_id>/update-client`	-	-
`UpdateClientComplianceSettings`	Update client compliance settings.	`PUT /clients/<id_>/settings/compliance`	-	-
`UpdateClientCreditStatuses`	Update client credit statuses and global credit status overrides.	`PUT /credit-status-global/<id_>` `PUT /credit-statuses/<id_>` `PUT /credit-statuses/multiple-update`	Registry -> Update credit statuses	-
`UpdateClientGroups`	Update a client group.	`PUT /client-groups/<id_>`	-	-
`UpdateClientHandlers`	Update a client handler.	`PUT /client-handlers/<id_>`	-	-
`UpdateClientHandlerBillingDetails`	Update billing details for a client handler.	`PUT /client-handlers/<id_>/billing-details`	-	-
`UpdateClientInvoiceDetails`	Update per-client invoice issuance settings.	`PUT /clients/<client_id>/settings/invoice`	Registry -> Update invoice settings	-
`UpdateClientInvoiceRequest`	Update a client invoice request.	`PUT /client-invoice-request/<id>`	-	-
`UpdateClientInvoiceTextSettings`	Update invoice text settings for a client.	`PUT /clients/<id_>/settings/invoice-text`	-	-
`UpdateClientLabels`	Update labels for a client.	`PUT /clients/<client_id>/labels/<id>`	Registry -> Update labels	-
`UpdateClientPaymentReferenceSettings`	Update client account, collection batch, and invoice payment reference settings.	`PUT /client-account-payment-reference-settings/<id_>` `PUT /collection-batch-payment-reference-settings/<id_>` `PUT /invoice-payment-reference-settings/<id_>`	-	-
`UpdateClientPreferredLanguage`	Update a client’s preferred language.	`PUT /clients/<id_>/preferred-language`	Registry -> Update language	-
`UpdateClientProducts`	Update and manage client product bindings (factoring, service, etc.).	`PUT /client-products/<id_>` `PUT /client-products/<id_>/default`	Registry -> Manage product bindings	-
`UpdateClientReminderProfile`	Update the default reminder profile for a client.	`PUT /clients/<id_>/reminder-profiles/default`	Registry -> Update reminder profile	-
`UpdateDebtorReminderProfile`	Set or remove the reminder profile on a client debtor.	`PUT /debtors/<id_>/reminder-profiles/default` `DELETE /debtors/<id_>/reminder-profiles/default`	Registry -> Update debtor reminder profile	-
`UpdateClientSync`	Replace the external-system sync configuration for a client.	`PUT /clients/<client_id>/sync`	-	Dashboard -> Configure sync
`UpdateClientToDo`	Update and resolve client to-do items.	`PUT /client/todo/<client_id>/<id>` `PUT /client/todo/resolve-multiple`	Daily Routines -> Resolve to-do items	-
`UpdateClientTransferText`	Update client transfer text.	`PUT /client-transfer-text/<id_>`	Registry -> Update transfer text	-
`UpdateClients`	Update company details, contact information, and add-ons.	`PUT /clients/<id_>`	Registry -> Update client details	-
`UpdateTemplateClients`	Update fee and interest template engine rules for clients.	`PUT /client-financial-price-template/<id_>/clients/engine-rule`	-	-

Credit & Risk

29 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CreateCreditDecisionStatus`	Create credit decision statuses for the factoring kanban board.	`POST /credit-decision-status`	-	-
`CreateCreditMonitoring`	Create credit monitoring records for debtors and clients.	`POST /credit-monitoring/<identification_number_>`	-	-
`CreateFactoringCountry`	Add countries to the allowed list for factoring.	`POST /factoring-country`	-	-
`CreateInstanceProviderCreditCheckSettings`	Create per-tenant credit-check settings.	`POST /instance-provider-credit-check-settings`	-	-
`CreateServiceProviderCreditCheckSettings`	Create a credit-check policy record for a service provider.	`POST /service-provider-credit-check-settings`	-	-
`CreditInsurance`	Create or update credit insurance agreements and view insurance history.	`GET /credit-insurance/history/<identification_number_>` `POST /credit-insurance`	-	-
`CreditInsuranceSearch`	Search credit insurance agreements and companies.	`POST /credit-insurance/company/search` `POST /credit-insurance/search`	-	-
`DeleteCreditDecisionStatus`	Delete a credit decision status used to manage factoring kanban board columns.	`DELETE /credit-decision-status/<int:id>`	-	-
`DeleteFactoringCountry`	Delete a factoring country configuration.	`DELETE /factoring-country/<code>`	-	-
`GetFactoringManualControl`	View factoring manual control rules.	`GET /engine-rule/factoring-manual-control/<client_id>`	Registry -> View factoring rules	-
`PostCreditData`	Submit credit data for clients and debtors.	`POST /clients/<id_>/credit-data` `POST /debtors/<id_>/credit-data`	-	-
`ReadCreditData`	View credit data for system debtors, clients, and debtors.	`GET /clients/<id_>/credit-data` `GET /debtors/<id_>/credit-data` `GET /debtors/system-debtor/<identification_number_>/credit-data` `GET /system-debtors/<identification_number>/credit-data` `POST /debtors/system-debtor/credit-data/search` `POST /system-debtors/credit-data/search`	Registry -> View credit data	-
`ReadCreditDecisionStatus`	View and search credit decision statuses used to manage factoring workflow columns.	`GET /credit-decision-status` `GET /credit-decision-status/<int:id>` `POST /credit-decision-status/search`	Factoring -> View decision statuses	-
`ReadCreditMonitoring`	View credit history monitoring data for clients and debtors.	`GET /clients/<identification_number_>/credit-history-monitoring` `GET /credit-monitoring/<identification_number_>` `GET /debtors/<identification_number_>/credit-history-monitoring`	-	-
`ReadFactoringCountry`	View and search factoring countries used for financing eligibility.	`GET /factoring-country` `GET /factoring-country/<code>` `POST /factoring-country/search`	Factoring -> View countries	-
`ReadInstanceProviderCreditCheckSettings`	View per-tenant credit check defaults and settings.	`GET /instance-provider-credit-check-settings` `GET /instance-provider-credit-check-settings/<id_>` `GET /instance-provider-credit-check-settings/instance-provider/<instance_provider_id>`	-	-
`ReadServiceProviderCreditCheckSettings`	View service provider credit check policies and settings.	`GET /service-provider-credit-check-settings` `GET /service-provider-credit-check-settings/<id_>` `GET /service-provider-credit-check-settings/service-provider/<service_provider_id>`	Environment -> View provider settings	-
`ReadStatisticFactoring`	Retrieve factoring portfolio financing rate statistics.	`POST /statistics/factoring/financing-rate/<client_id>`	-	Dashboard -> View factoring stats
`RemoveCreditMonitoring`	Remove a credit monitoring entry.	`PUT /credit-monitoring/<identification_number_>/remove`	-	-
`SearchCreditMonitoring`	Search credit monitoring data.	`POST /credit-monitoring/search`	-	-
`SearchInstanceProviderCreditCheckSettings`	Search per-tenant credit-check default settings.	`POST /instance-provider-credit-check-settings/search`	-	-
`SearchServiceProviderCreditCheckSettings`	Search credit-check policies for service providers.	`POST /service-provider-credit-check-settings/search`	-	-
`SetFactoringManualControl`	Set manual control for factoring rules.	`PUT /engine-rule/factoring-manual-control/<client_id>`	Registry -> Configure factoring	-
`SingleCreditCheckCollectionBatch`	Request a credit check for a debtor.	`POST /debtors/credit_check`	-	-
`UpdateCreditDecisionStatus`	Update and move credit decision statuses for factoring decisions and business loans.	`PUT /business-loans/<id_>/credit-decision/move` `PUT /credit-decision-status/<int:id>` `PUT /credit-decision-status/bulk-update` `PUT /factoring-decisions/<id_>/move` `PUT /factoring-decisions/<invoice_id>/factoring` `PUT /factoring-decisions/move`	Registry -> Update credit decisions	-
`UpdateExternalFactoringDecision`		`PUT /factoring-decisions/<id_>/move-external`	-	-
`UpdateFactoringCountry`		`PUT /factoring-country/<code>`	-	-
`UpdateInstanceProviderCreditCheckSettings`	Update the credit check default settings for your tenant.	`PUT /instance-provider-credit-check-settings/<id_>`	-	-
`UpdateServiceProviderCreditCheckSettings`	Update credit-check policies for service providers.	`PUT /service-provider-credit-check-settings/<id_>`	Registry -> Configure credit checks	-

Debtor Management

82 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CalculateBalanceDebtors`	Recalculate balances for debtors.	`PUT /debtors/<id_>/calculate-balance`	-	-
`CreateClientDebtorPayoutAccounts`	Create a payout account override for a specific client or debtor.	`POST /client-debtor-payout-accounts`	Registry -> Configure payout	-
`CreateCreditInsuranceClientDebtor`	Request and manage credit insurance limits for client debtors.	`POST /credit-insurance-client-debtor/manual` `POST /credit-insurance-client-debtor/request-limit`	-	-
`CreateDebtorLabels`	Create labels for a debtor.	`POST /debtors/<debtor_id>/labels`	Registry -> Create labels	-
`CreateDebtorToDo`	Create todo items for debtors.	`POST /debtor/todo`	Registry -> Create todo	-
`CreateDebtorType`	Create debtor subtype classifications.	`POST /debtor-subtype`	Global Settings -> Create debtor type	-
`CreateSystemDebtorClientDedicatedLimits`	Create a dedicated limit for a system debtor and client pair.	`POST /system-debtor-client-dedicated-limits`	Registry -> Create debtor limit	-
`CreateSystemDebtorGroups`	Create groups of system debtors that share common rules.	`POST /system-debtor-groups`	-	-
`CreateSystemDebtorGroupSystemDebtors`		`POST /system-debtor-groups/<id_>/system-debtors`	-	-
`CreateSystemDebtorLabels`	Add labels to a system debtor record.	`POST /system_debtors/<identification_number>/labels`	Registry -> Add debtor label	-
`CreateSystemDebtorToDo`	Create a to-do item for a system debtor.	`POST /system-debtor/todo`	Registry -> Create debtor to-do	-
`CreditcheckDebtors`	Run credit checks on debtors and invoices.	`POST /debtors/<id_>/creditcheck` `POST /debtors/creditcheck` `POST /invoices/<id_>/creditcheck`	-	-
`CreditInsuranceClientDebtorSearch`	Search for client and debtor pairings under a credit insurance policy.	`POST /credit-insurance-client-debtor/search`	Registry -> Search insurance coverage	-
`DebtorLookupCollectionBatch`	Update the debtor lookup for a collection batch.	`PUT /collection-batches/<id_>/debtor-lookup`	-	-
`DeleteDebtorLabels`	Delete labels assigned to a debtor.	`DELETE /debtors/<debtor_id>/labels/<id>`	Registry -> Delete debtor labels	-
`DeleteDebtorType`	Delete a debtor subtype classification.	`DELETE /debtor-subtype/<id_>`	Global Settings -> Debtor Types -> Delete debtor type	-
`DeleteSystemDebtorClientDedicatedLimits`		`DELETE /system-debtor-client-dedicated-limits/<id_>`	-	-
`DeleteSystemDebtorGroups`	Delete a grouping of system debtors for shared rules.	`DELETE /system-debtor-groups/<id_>`	-	-
`DeleteSystemDebtorGroupSystemDebtors`	Delete system debtors from a system-debtor group.	`DELETE /system-debtor-groups/<id_>/system-debtors/<system_debtor_id>`	-	-
`DeleteSystemDebtorLabels`	Delete a label assigned to a system debtor.	`DELETE /system_debtors/<identification_number>/labels/<id>`	-	-
`GenerateDebtorToken`	Generate a token for a debtor.	`POST /token/debtor/generate`	-	-
`GetCreditInsuranceClientDebtor`	Fetch and refresh credit insurance client-debtor data from an external source, and view requests and history by debtor.	`GET /credit-insurance-client-debtor/history/<debtor_id>` `GET /credit-insurance-client-debtor/requests/<debtor_id>` `POST /credit-insurance-client-debtor`	-	-
`GetDebtorCreditDecisionStatus`	View factoring buy/sell decisions for debtors.	`GET /factoring-decisions/debtors/<id_>`	-	-
`GetDebtorToDo`		`GET /debtor/todo/<debtor_id>` `GET /debtor/todo/<debtor_id>/<id>`	-	-
`GetSystemDebtorToDo`		`GET /system-debtor/todo/<debtor_id>` `GET /system-debtor/todo/<debtor_id>/<id>`	-	-
`ManageDebtorSettings`	View and update debtor flag settings.	`GET /settings/debtor/flag/<debtor_id>` `PUT /settings/debtor/flag/<debtor_id>`	Registry -> Manage settings	-
`ManageSystemDebtorSettings`	View and update system debtor flag settings.	`GET /settings/system-debtor/flag/<system_debtor_identification_number>` `PUT /settings/system-debtor/flag/<system_debtor_identification_number>`	SystemDebtorSingle -> Manage settings	-
`ReadClientDebtorPayoutAccounts`	View client and debtor payout account details and overrides.	`GET /client-debtor-payout-accounts/<id_>` `GET /client-debtor-payout-accounts/debtor/<debtor_id>`	Registry -> View payout accounts	-
`ReadDebtor`	View a debtor’s profile.	`GET /debtors/<debtor_id>`	Registry -> View debtor profile	-
`ReadDebtors`	View the list of debtors.	`GET /debtors`	-	Dashboard -> View debtors
`ReadDebtorChangelog`	View debtor change history and audit logs.	`GET /changelog/debtor/<id_>` `GET /changelog/system-debtor/<identification_number>`	Registry -> View change history	-
`ReadDebtorFinancialEvents`	View all financial events belonging to a debtor.	`GET /debtors/<debtor_id>/financial-events` `GET /system-debtors/<identification_number>/financial-events`	Registry -> View debtor financial events	-
`ReadDebtorLabels`	View labels assigned to a debtor.	`GET /debtors/<debtor_id>/labels`	Registry -> View labels	-
`ReadDebtorNotes`	View free-form notes attached to a debtor.	`GET /debtors/<debtor_id>/notes`	-	-
`ReadDebtorPayoutAccount`	View details of a debtor payout or refund account.	`GET /debtor-payout-accounts/<id_>`	-	-
`ReadDebtorSettings`		`GET /settings/debtor/flag/<debtor_id>`	Registry -> View settings	-
`ReadDebtorPayoutAccounts`	View debtor payout and refund accounts.	`GET /debtor-payout-accounts`	-	-
`ReadDebtorType`	View debtor subtype classifications.	`GET /debtor-subtype` `GET /debtor-subtype/<id_>`	Global Settings -> View subtypes	-
`ReadInternalSystemDebtor`		`GET /internal-system-debtors/<identification_number_>`	Registry -> View system debtor	-
`ReadInternalSystemDebtors`		`GET /internal-system-debtors`	-	-
`ReadSystemDebtor`	View system debtor master records, their clients, and invoice summaries.	`GET /system-debtors/<identification_number>` `GET /system-debtors/<identification_number>/clients` `GET /system-debtors/<identification_number>/invoice-summary`	Registry -> View debtors	-
`ReadSystemDebtors`	List master debtor records used across clients.	`GET /system-debtors`	-	-
`ReadSystemDebtorClientDedicatedLimits`	View system debtor client dedicated limits.	`GET /system-debtor-client-dedicated-limits` `GET /system-debtor-client-dedicated-limits/<id_>` `POST /system-debtor-client-dedicated-limits/search`	Registry -> View debtor limits	-
`ReadSystemDebtorCreditStatus`	View credit status information assigned to a system debtor.	`GET /system-debtor-credit-status/<id_>` `GET /system-debtor-credit-status/currency-status/<id_>` `GET /system-debtor-credit-status/currency-status/credit-status/<sdcs_id_>` `GET /system-debtor-credit-status/system-debtor/<system_debtor_id>`	Registry -> View debtor credit status	-
`ReadSystemDebtorSettings`	View system debtor flag settings.	`GET /settings/system-debtor/flag/<system_debtor_identification_number>`	Registry -> View debtor settings	-
`ReadSystemDebtorEvent`	Retrieve lifecycle events for a system debtor.	`GET /system-debtor/events/<id_>`	-	-
`ReadSystemDebtorEvents`	View lifecycle events for system debtors.	`GET /system-debtor/events`	-	-
`ReadSystemDebtorGroup`	Retrieve a system debtor group.	`GET /system-debtor-groups/<id_>`	-	-
`ReadSystemDebtorGroups`	List system debtor groups.	`GET /system-debtor-groups`	-	-
`ReadSystemDebtorGroupSystemDebtors`	List system debtors in a group.	`GET /system-debtor-groups/<id_>/system-debtors`	-	-
`ReadSystemDebtorLabels`	View labels assigned to a system debtor.	`GET /system_debtors/<identification_number>/labels`	Registry -> View debtor labels	-
`SearchDebtors`	Search debtors.	`POST /debtors/search`	Registry -> Search debtors	Customers -> Search debtors
`SearchDebtorCreditDecisionStatus`	Search debtor factoring decisions, including daily history.	`POST /factoring-decisions/debtors/daily/search` `POST /factoring-decisions/debtors/search`	-	-
`SearchDebtorFinancialEvents`	Search all financial events belonging to a debtor.	`POST /debtors/<debtor_id>/financial-events/search` `POST /system-debtors/<identification_number>/financial-events/search`	Registry -> Filter debtor financial events	-
`SearchDebtorNotes`	Search notes attached to a debtor.	`POST /debtors/<debtor_id>/notes/search`	-	-
`SearchDebtorPayoutAccounts`	Search debtor payout and refund accounts.	`POST /debtor-payout-accounts/search`	-	-
`SearchDebtorToDo`	Search to-do items for a debtor.	`POST /debtor/todo/search`	Registry -> Search tasks	-
`SearchInternalSystemDebtors`		`POST /internal-system-debtors/search`	Registry -> Search debtors	-
`SearchSystemDebtors`	Search master debtor records used across clients.	`POST /system-debtors/search`	Registry -> Search debtors	-
`SearchSystemDebtorCreditStatuses`	Search system debtor credit statuses across currencies.	`POST /system-debtor-credit-status/currency-status/search` `POST /system-debtor-credit-status/search`	-	-
`SearchSystemDebtorEvents`	Search system debtor lifecycle events and payments.	`POST /system-debtor/events/payments/search` `POST /system-debtor/events/search`	-	-
`SearchSystemDebtorGroups`	Search groupings of debtors for shared rules.	`POST /system-debtor-groups/search`	-	-
`SearchSystemDebtorToDo`	Search system debtor to-do items.	`POST /system-debtor/todo/search`	Daily Routines -> Search debtor tasks	-
`UpdateClientDebtorPayoutAccounts`	Update client/debtor payout account overrides.	`PUT /client-debtor-payout-accounts/<id_>`	Registry -> Update payout accounts	-
`UpdateCreditInsuranceClientDebtor`	Send an external request to update the credit insurance limit for a debtor-client pairing.	`POST /credit-insurance-client-debtor/update-limit`	-	-
`UpdateDebtors`	Update debtor information and distribution channel settings.	`PUT /debtors/<debtor_id>`	Registry -> Update debtor info	-
`UpdateDebtorClient`	Update the client associated with a debtor.	`PUT /debtors/<id_>/client`	-	Customers -> Update client
`UpdateDebtorLabels`	Update debtor labels.	`PUT /debtors/<debtor_id>/labels/<id>`	Registry -> Update debtor labels	-
`UpdateDebtorPayoutAccounts`	Update a debtor payout account.	`PUT /debtor-payout-accounts/<id_>`	-	-
`UpdateDebtorPreferredLanguage`	Update a debtor’s preferred language.	`PUT /debtors/<id_>/preferred-language`	Registry -> Update debtor language	-
`UpdateDebtorToDo`	Update and resolve debtor to-do items.	`PUT /debtor/todo/<debtor_id>/<id>` `PUT /debtor/todo/resolve-multiple`	Daily Routines -> Resolve to-do items	-
`UpdateDebtorType`	Update a debtor subtype classification.	`PUT /debtor-subtype/<id_>`	Global Settings -> Update debtor types	-
`UpdateSystemDebtors`	Update master debtor records and manage debtor bankruptcy status.	`POST /system-debtors/<identification_number>/bankruptcy` `PUT /system-debtors/<identification_number>`	Registry -> Update debtor records	-
`UpdateSystemDebtorClientDedicatedLimits`	Update credit limits for individual debtors per client.	`PUT /system-debtor-client-dedicated-limits` `PUT /system-debtor-client-dedicated-limits/<id_>`	Registry -> Update credit limits	-
`UpdateSystemDebtorCreditStatus`	Update system debtor credit status and currency status.	`PUT /system-debtor-credit-status/<id_>` `PUT /system-debtor-credit-status/currency-status/<id_>` `PUT /system-debtor-credit-status/system-debtor/<system_debtor_id>`	Registry -> Update credit status	-
`UpdateSystemDebtorGroups`	Update groups of system debtors with shared rules.	`PUT /system-debtor-groups/<id_>`	-	-
`UpdateSystemDebtorLabels`	Update labels on system debtor records.	`PUT /system_debtors/<identification_number>/labels/<id>`	Registry -> Update debtor labels	-
`UpdateSystemDebtorToDo`	Update and resolve to-do items for master debtor records.	`PUT /system-debtor/todo/<debtor_id>/<id>` `PUT /system-debtor/todo/resolve-multiple`	Events -> Resolve to-do items	-
`CreateDebtorBlocked`	Block debtors by adding them to a blacklist.	`POST /debtor-blocked`	Global Settings -> Block debtor	-
`ReadDebtorBlocked`	View blocked or blacklisted debtors.	`GET /debtor-blocked` `GET /debtor-blocked/<identification_number>`	-	-
`SearchDebtorBlocked`	Search blocked or blacklisted debtors.	`POST /debtor-blocked/search`	Global Settings -> Search blocked	-
`DeleteDebtorBlocked`	Unblock a debtor by identification number.	`DELETE /debtor-blocked/<identification_number>`	Global Settings -> Excluded Debtors -> Unblock debtor	-

Distribution

15 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CreateDistributionEventsDigitalMailbox`	Create digital mailbox distribution events.	`POST /distribution-events/digital-mailbox`	-	-
`CreateDistributionEventsLetter`	Create letter distribution events.	`POST /distribution-events/letter`	-	-
`ReadCollectionBatchLedgerEventDistribution`	Search and view collection batch ledger event distributions.	`GET /distributions/distribution-collection-batch-ledger-event/<collection_batch_ledger_event_id>` `POST /distributions/distribution-collection-batch-ledger-event/search`	-	-
`ReadDistribution`	View details of outbound document distributions.	`GET /distributions/<id_>`	Environment -> View distributions	-
`ReadDistributions`	View outbound document distributions (email, post, e-invoice).	`GET /distributions` `GET /distributions/ready-for-export`	-	-
`ReadDistributionEvent`	View a single distribution lifecycle event by ID.	`GET /distribution-events/<id_>`	-	-
`ReadDistributionEvents`	View distribution lifecycle events.	`GET /distribution-events`	-	-
`ReadDistributionProfile`	View per-client distribution channel preferences.	`GET /distribution-profiles/<id_>`	-	-
`ReadDistributionProfiles`	View distribution channel preferences for clients.	`GET /distribution-profiles`	-	-
`RetryDistribution`	Retry document distributions.	`PUT /distributions/<id_>/retry`	-	-
`SearchDistribution`	Search document distributions via email, post, or e-invoice.	`POST /distributions/search`	Environment -> Search distributions	-
`SearchDistributionEvents`	Search lifecycle events for document distributions.	`POST /distribution-events/search`	-	-
`SearchDistributionProfiles`	Search client distribution channel preferences.	`POST /distribution-profiles/search`	Environment -> Search distribution profiles	-
`UpdateDistributionProfiles`	Update per-client distribution channel preferences.	`PUT /distribution-profiles/<id_>`	Environment -> Update distribution	-
`UpdateDistributionStatus`	Update distribution status and distribute outbound documents.	`PUT /distributions/<id_>/distribute` `PUT /distributions/update-status`	Environment -> Distribute documents	-

External Integrations

10 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`ActivateExternalInvoices`	Activate an invoice via the external-integrator endpoints. The response contains only the approved field set.	`PUT /external/invoices/<id_>/activate`	-	-
`CreateExternalInvoices`	Create an invoice via the external-integrator endpoints. Accepts the same payload as POST /invoices; the response contains only the approved field set.	`POST /external/invoices`	-	-
`CreateSignatureRequest`	Submit a signature request for an invoice.	`POST /invoices/signature-request`	-	-
`CreateSyncPaymentEvents`	Receive and process payment completion events from an ERP system.	`POST /events/sync-payment-complete`	-	-
`DeleteSignatureRequest`	Delete a signature request associated with an invoice.	`DELETE /invoices/<invoice_id_>/signature-request/<id_>`	-	-
`ReadExternalInvoice`	Fetch a single invoice via the external-integrator endpoints. The response contains only the approved field set.	`GET /external/invoices/<id_>`	-	-
`ReadSignatureRequests`	Retrieve a signature request for an invoice.	`GET /invoices/<id_>/signature-request`	-	-
`SearchExternalInvoices`	Search invoices via the external-integrator endpoints. Filtering, sorting and the response are limited to the approved field set.	`POST /external/invoices/search`	-	-
`SearchExternalInvoiceFinancialEvents`	Search invoice financial events via the external-integrator endpoints. The response contains only the approved field set.	`POST /external/invoices/events/financial/search`	-	-
`UpdateSignatureRequest`		`POST /events/signature/event`	-	-

Invoice Management

122 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`ActivateInvoices`	Reset, activate, and set interest rates on invoices.	`PUT /invoices/<id_>/activate` `PUT /invoices/<id_>/reset` `PUT /invoices/<id_>/set-interest-rate` `POST /invoices/actions/bulk-activate`	Registry -> Activate invoices Factoring -> Bulk activate invoices	-
`ActivatePartInvoices`	Activate sub-invoices generated by a part-payment plan.	`PUT /part-invoices/activate`	Daily Routines -> Activate part invoices	-
`AddToArchiveInvoices`	Archive invoices.	`PUT /invoices/<id_>/archive/add`	Registry -> Archive invoices	-
`AuthorizePartInvoices`	Authorize sub-invoices generated by a part-payment plan.	`PUT /part-invoices/authorize`	Daily Routines -> Authorize part invoices	-
`BulkUpdateInvoice`	Bulk update invoices and retrieve total balance for bulk updates.	`POST /invoices/actions/bulk-update/get-total-balance` `PUT /invoices/actions/bulk-update`	Registry -> Bulk update invoices	-
`CalculateBalanceInvoices`	Recalculate balances for invoices.	`PUT /invoices/<id_>/calculate-balance`	-	-
`CalculateStatusInvoices`	Recalculate statuses for invoices.	`PUT /invoices/<id_>/calculate-status`	-	-
`ChangeExpirationInvoices`	Change invoice expiration dates.	`PUT /invoices/actions/change-expire-date`	-	-
`CreateCollectionBatchInvoice`	Add invoices to collection batches.	`POST /collection-batches/<collection_batch_id>/invoices/<invoice_id>`	-	-
`CreateCollectionBatchWithSingleInvoice`		`POST /collection-batches/<invoice_id>/create-collection-batch`	Registry -> Create collection	-
`CreateDistributionEventsElectronicInvoice`	Create electronic invoice distribution events.	`POST /distribution-events/electronic-invoice`	-	-
`CreateElectronicInvoiceInvites`	Send electronic invoice invitations.	`POST /electronic-invoices/invites`	-	-
`CreateInvoices`	Create invoices.	`POST /invoices`	Registry -> Create invoices	-
`CreateInvoiceFiles`	Upload bulk invoice files for ingestion.	`POST /invoice-files`	-	-
`CreateInvoiceGuarantor`	Attach a guarantor to an invoice.	`POST /invoices/<invoice_id>/guarantors`	Registry -> Create guarantor	-
`CreateInvoiceLabels`	Add labels to an invoice.	`POST /invoices/<invoice_id>/labels`	Registry -> Create labels	-
`CreateInvoiceToDo`		`POST /invoice/todo`	-	-
`CreatePartPaymentAccountInvoice`	Create invoices funded through a part-payment account.	`POST /part-payment-accounts/invoices`	-	-
`CreatePartPaymentPlanInvoice`	Create invoices from a part-payment plan.	`POST /part-payment-plans/invoices`	-	-
`CreateSyncInvoiceEvents`	Receive and process invoice completion events from an ERP system.	`POST /events/sync-invoice-complete`	-	-
`CreditInvoices`	Create a credit action on an invoice.	`PUT /invoices/<id_>/actions/credit`	-	-
`DeleteCollectionBatchInvoice`	Delete an invoice from a collection batch.	`DELETE /collection-batches/<collection_batch_id>/invoices/<invoice_id>`	-	-
`DeleteInvoiceGuarantor`	Delete a guarantor attached to an invoice.	`DELETE /invoices/<invoice_id>/guarantors/<id_>`	Registry -> Delete guarantor	-
`DeleteInvoiceLabels`	Delete labels assigned to an invoice.	`DELETE /invoices/<invoice_id>/labels/<id>`	Registry -> Invoices -> Delete invoice labels	-
`DeletePartInvoice`	Delete a sub-invoice generated by a part-payment plan.	`DELETE /part-invoices/<id_>`	Daily Routines -> Part Invoices -> Delete part invoice	-
`DeletePartPaymentAccountInvoice`	Delete an invoice currently funded by a part-payment account.	`DELETE /part-payment-accounts/invoices/<id_>`	-	-
`DeletePartPaymentPlanInvoice`	Delete an invoice originating from a part-payment plan.	`DELETE /part-payment-plans/invoices/<id_>`	-	-
`DenyTaxReductionOnInvoices`	Deny tax reduction on an invoice.	`PUT /invoices/<id_>/actions/deny-tax-reduction`	-	-
`DisputeInvoices`	Dispute an invoice.	`PUT /invoices/<id_>/actions/dispute`	Registry -> Dispute invoice	-
`DistributeInvoices`	Distribute an invoice.	`POST /invoices/distribute`	-	-
`ExternalRefinanceInvoice`	Request external refinancing for invoices individually or in bulk.	`POST /invoice-refinancing/<invoice_id>/external` `PUT /invoice-refinancing/bulk-external`	Registry -> Request refinancing	-
`FastForwardInvoice`	Fast forward an invoice through its collection stages by skipping a pending ledger event.	`PUT /invoices/<id_>/fast-forward`	Registry -> Fast forward invoice	-
`GeneratePartInvoices`	Generate part invoices from part-payment plans.	`PUT /part-invoices/generate`	Daily Routines -> Generate part invoices	-
`GetInvoiceArticles`	Retrieve articles associated with invoices.	`POST /invoices/get-articles`	-	-
`GetInvoiceCreditDecisionStatus`	View factoring buy or sell decisions for invoices.	`GET /factoring-decisions/invoice/<id_>`	-	-
`GetInvoiceToDo`		`GET /invoice/todo/<invoice_id>` `GET /invoice/todo/<invoice_id>/<id>`	-	-
`ImportInvoiceFiles`	Import bulk invoice files for processing.	`PUT /invoice-files/<id_>/import`	-	-
`InvoicePDFExtractCreate`	Submit PDF files for invoice data extraction using OCR or AI processing.	`POST /invoices/<client_id>/extract` `POST /invoices/<client_id>/extract/gemini`	-	-
`InvoicePDFExtractGemini`	Extract invoice data from a PDF using Gemini.	`POST /invoices/<client_id>/extract/gemini`	-	-
`InvoicePDFExtractRead`	Retrieve OCR extraction results for invoice PDFs.	`POST /invoices/<client_id>/extract/response`	-	-
`InvoicePDFExtractReadAccess`	Check whether invoice PDF OCR extraction is enabled.	`GET /invoices/<client_id>/extract/enabled`	-	-
`LinkDocumentToInvoice`	Attach documents to invoices.	`POST /documents/link-invoice`	-	-
`LinkMultipleCreditDebitInvoices`	Link multiple invoices individually or in bulk.	`PUT /invoices/link-multiple` `PUT /invoices/link-multiple-bulk`	Registry -> Link invoices	-
`PartPaymentStartInvoice`	Initiate part payment arrangements for invoices.	`PUT /invoices/<id_>/part-payment/start`	Registry -> Start part payment	-
`PartPaymentStopInvoice`	End part payment arrangements for invoices.	`PUT /invoices/<id_>/part-payment/stop`	Registry -> Stop part payment	-
`PauseInvoices`	Pause an invoice.	`PUT /invoices/<id_>/actions/pause`	Registry -> Pause invoice	-
`PreviewInvoices`	Preview and update invoice previews.	`POST /invoices/preview` `PUT /invoices/<id_>/preview`	-	-
`ReadElectronicInvoice`	View and validate e-invoices in PEPPOL/Svefaktura format.	`GET /electronic-invoices/invoices/<invoice_id>/validate` `GET /invoices/electronic/<id_>`	Registry -> Validate e-invoices	-
`ReadInvoice`	View invoices and their details, including credit-debit links, payment accounts, and collection status.	`GET /invoices/<id_>` `GET /invoices/<id_>/external-collection` `GET /invoices/<invoice_id>/payment-account` `GET /invoices/<invoice_id_>/credit-debit-link-list` `GET /invoices/daily-summary` `GET /invoices/requests/<id_>` `GET /invoices/table/<id_>`	Registry -> View invoices Factoring -> View daily invoice summary	Errands -> View invoices
`ReadInvoices`	List invoices and view related system settings.	`GET /invoices` `GET /system-setting/hide-balance-details/enabled`	-	Dashboard -> View invoices
`ReadInvoiceArticles`	View articles (line items) for an invoice.	`GET /invoices/<invoice_id>/articles`	-	-
`ReadInvoiceChangelog`	View invoice and user change history and audit logs.	`GET /changelog/invoice/<id_>` `GET /changelog/user/<id_>`	Registry -> View change history Environment -> View change history	-
`ReadInvoiceFile`	View a single bulk invoice file upload and its ingestion status.	`GET /invoice-files/<id_>`	-	-
`ReadInvoiceFiles`	View bulk invoice file uploads and ingestion status.	`GET /invoice-files`	-	-
`ReadInvoiceFinancialEvent`	View a single invoice financial event by ID.	`GET /invoices/events/financial/<id_>`	-	-
`ReadInvoiceFinancialEvents`	View invoice financial events.	`GET /invoices/events/financial`	-	-
`ReadInvoiceGuarantor`	View guarantor details attached to an invoice.	`GET /invoices/<invoice_id>/guarantors/<id_>`	-	-
`ReadInvoiceGuarantors`	View guarantors attached to an invoice.	`GET /invoices/<invoice_id>/guarantors`	Registry -> View guarantors	-
`ReadInvoiceLabels`	View invoice labels.	`GET /collection-batches/<collection_batch_id>/invoices/labels` `GET /invoices/<invoice_id>/labels`	Registry -> View labels	-
`ReadInvoiceLedgerEvent`	View a specific invoice ledger event.	`GET /invoices/events/ledger/<id_>`	-	-
`ReadInvoiceLedgerEvents`	View invoice ledger events.	`GET /invoices/events/ledger`	-	-
`ReadInvoiceNotes`	View notes attached to an invoice.	`GET /invoices/<invoice_id>/notes`	-	-
`ReadInvoiceOffer`	View a specific invoice purchase offer.	`GET /invoice-offers/<id_>`	-	-
`ReadInvoiceOffers`	View invoice purchase offers.	`GET /invoice-offers`	-	-
`ReadInvoicePaymentMethods`	View available payment methods for an invoice.	`GET /invoices/<invoice_id>/payment-methods`	-	-
`ReadInvoicePaymentMethodConfigurations`	View payment method configurations for an invoice.	`GET /invoices/<invoice_id>/payment-method-configurations`	-	-
`ReadInvoiceReasonCodes`	View the reason codes on an invoice, including ones that no longer apply.	`GET /invoices/<id_>/reason-codes`	Daily Routines -> Invoice -> Reason codes	-
`ReadPartInvoice`	View a single sub-invoice generated by a part-payment plan.	`GET /part-invoices/<id_>`	-	-
`ReadPartInvoices`	List part-payment invoices.	`GET /part-invoices`	-	-
`ReadPartPaymentAccountInvoice`	View a specific invoice funded by a part-payment account.	`GET /part-payment-accounts/invoices/<id_>`	-	-
`ReadPartPaymentAccountInvoices`	List invoices funded by a part-payment account.	`GET /part-payment-accounts/invoices`	-	-
`ReadPartPaymentPlanInvoice`	View a specific invoice from a part-payment plan.	`GET /part-payment-plans/invoices/<id_>`	-	-
`ReadPartPaymentPlanInvoices`	List invoices from a part-payment plan.	`GET /part-payment-plans/invoices`	-	-
`ReadRefinanceInvoice`	View a refinancing request on an existing invoice.	`GET /invoice-refinancing/<invoice_id>`	Registry -> View refinancing	-
`ReadRefinanceInvoices`	List refinancing requests on existing invoices.	`GET /invoice-refinancing`	-	-
`ReadTransactionReportInvoice`	Retrieve a transaction report invoice.	`GET /reports/transaction-report-invoices/<id_>`	-	-
`ReadTransactionReportInvoices`	List transaction report invoices.	`GET /reports/transaction-report-invoices`	-	-
`RecallInvoiceFromCollectionExternal`	Recall an invoice from external collection.	`PUT /invoices/<id_>/external-collection/recall`	Registry -> Recall from collection	-
`RecourseOnInvoices`	Update recourse actions on invoices.	`PUT /invoices/<id_>/actions/recourse`	Registry -> Update recourse	-
`RefinanceInvoice`	Refinance invoices and manage recourse settings.	`PUT /invoice-refinancing/<invoice_id>` `PUT /invoice-refinancing/<invoice_id>/use-recourse`	Registry -> Refinance invoices	-
`RefundCreditInvoice`	Refund credit invoices individually or in bulk.	`PUT /invoices/<id_>/actions/refund-credit-invoice` `PUT /invoices/actions/bulk-refund-credit-invoice`	Registry -> Refund credit invoices	-
`RefundInvoice`	Refund invoices.	`PUT /invoices/<id_>/actions/refund`	Registry -> Refund invoices	-
`RegisterDirectPaymentOnInvoices`	Register direct payments on invoices.	`PUT /invoices/<id_>/actions/direct-payment`	Registry -> Register direct payments	-
`RegisterPaymentOnInvoices`	Register payments on invoices.	`PUT /invoices/<id_>/actions/payment`	-	-
`RemoveFromArchiveInvoices`	Unarchive invoices.	`PUT /invoices/<id_>/archive/remove`	Registry -> Unarchive invoices	-
`ResumeInvoices`	Resume invoices.	`PUT /invoices/<id_>/actions/resume`	Registry -> Resume invoices	-
`RetryPostActivateInvoices`		`POST /invoices/<invoice_id>/retry-post-activate`	-	-
`ReverseInvoiceFinancialEvent`	Reverse invoice financial events.	`PUT /invoices/events/financial/<id_>/reverse`	Registry -> Reverse events	-
`ReversePaymentTransaction`	Reverse or revert payment transactions and collection events.	`PUT /collection-batches/financial-events/<collection_batch_financial_event_id>/reverse` `PUT /payments/links/<payment_transaction_link_id>/revert`	-	-
`RevertReminderOnInvoices`	Revert reminder actions on invoices.	`PUT /invoices/<id_>/actions/revert-reminder`	-	-
`RewindInvoice`	Rewind invoice ledger events.	`POST /invoices/<id_>/rewind`	Registry -> Rewind invoice	-
`SearchElectronicInvoiceParties`	Search electronic invoice parties, validate party information, and confirm party validation.	`POST /electronic-invoices/parties/search` `POST /electronic-invoices/validate-party` `PUT /electronic-invoices/validate-party/confirm`	Registry -> Search e-invoice parties	-
`SearchInvoices`	Search and filter invoices.	`POST /invoices/search` `POST /invoices/table/search`	Registry -> Search invoices	Invoices -> Search invoices
`SearchInvoiceCreditDecisionStatus`	Search factoring buy and sell decisions for invoices.	`POST /factoring-decisions/invoices/search`	Registry -> Search factoring decisions	-
`SearchInvoiceFiles`	Search bulk invoice uploads and their ingestion status.	`POST /invoice-files/search`	-	-
`SearchInvoiceFinancialEvents`	Search financial events related to invoices.	`POST /invoices/events/financial/search`	Registry -> Search financial events	-
`SearchInvoiceGuarantors`	Search guarantors attached to an invoice.	`POST /invoices/<invoice_id>/guarantors/search`	Registry -> Search guarantors	-
`SearchInvoiceLedgerEvents`	Search ledger events related to invoices.	`POST /invoices/events/ledger/search`	Registry -> Search ledger events	Errands -> Search ledger events
`SearchInvoiceNotes`	Search notes attached to an invoice.	`POST /invoices/<invoice_id>/notes/search`	-	-
`SearchInvoiceOffers`	Search service-provider invoice purchase offers.	`POST /invoice-offers/search`	-	-
`SearchInvoiceToDo`		`POST /invoice/todo/search`	-	-
`SearchPartInvoices`	Search part invoices from payment plans.	`POST /part-invoices/search`	Daily Routines -> Search part invoices	-
`SearchPartPaymentAccountInvoices`	Search invoices funded by part-payment accounts.	`POST /part-payment-accounts/invoices/search`	Registry -> Search account invoices	-
`SearchPartPaymentPlanInvoices`	Search invoices from part-payment plans.	`POST /part-payment-plans/invoices/search`	Registry -> Search plan invoices	-
`SearchTransactionReportInvoices`	Search invoices in transaction reports.	`POST /reports/transaction-report-invoices/search`	-	-
`SendInvoices`	Send invoices.	`PUT /invoices/<id_>/actions/send`	Registry -> Send invoices	-
`StopInvoices`	Stop an invoice.	`PUT /invoices/<id_>/actions/stop`	Registry -> Stop invoices	-
`ToggleInvoicePaymentMethod`	Toggle payment method availability for an invoice.	`PUT /invoices/<invoice_id>/payment-methods/toggle`	-	-
`ToggleInvoicePaymentMethodConfiguration`	Toggle payment method configurations for an invoice.	`PUT /invoices/<invoice_id>/payment-method-configurations/toggle`	-	-
`UnlinkCreditInvoice`		`PUT /invoices/events/financial/<id_>/unlink-credit`	Registry -> Unlink credit	-
`UpdateInvoices`	Update invoice details.	`PUT /invoices/<id_>`	Registry -> Update invoices	Errands -> Edit invoice details
`UpdateInvoiceGuarantor`	Update guarantor details on an invoice.	`PUT /invoices/<invoice_id>/guarantors/<id_>`	Registry -> Manage guarantors	-
`UpdateInvoiceLabels`	Update invoice labels.	`PUT /invoices/<invoice_id>/labels/<id>`	Registry -> Label invoices	-
`UpdateInvoiceLedgerEvents`		`PUT /invoices/events/ledger/<id_>`	Registry -> Update ledger events	-
`UpdateInvoiceOffer`	Update an invoice purchase offer.	`PUT /invoice-offers/<id_>`	-	-
`UpdateInvoiceToDo`		`PUT /invoice/todo/<invoice_id>/<id>`	-	-
`UpdatePartPaymentAccountInvoice`	Update invoices funded by part-payment accounts.	`PUT /part-payment-accounts/invoices/<id_>`	-	-
`UpdatePartPaymentPlanInvoice`	Update invoices in a part-payment plan.	`PUT /part-payment-plans/invoices/<id_>`	-	-
`ValidateEngineRuleInvoice`	Apply engine rule decisions to invoices for factoring, service, and refinance processing, individually or in bulk.	`POST /engine-rule/perform-decision-bulk/get-result` `PUT /engine-rule/perform-decision-bulk/factoring-sell` `PUT /engine-rule/perform-decision-bulk/refinance` `PUT /engine-rule/perform-decision-bulk/service` `PUT /engine-rule/perform-decision/factoring-sell/<invoice_id>` `PUT /engine-rule/perform-decision/refinance/<invoice_id>` `PUT /engine-rule/perform-decision/service/<invoice_id>`	Registry -> Apply engine rules	-
`ValidateEngineRuleInvoiceFactoringSell`	Trigger batch factoring-sell decisions on invoices asynchronously.	`PUT /engine-rule/perform-decision-bulk/factoring-sell`	Factoring -> Apply factoring decisions	-
`WriteOffCapitalOnInvoices`	Write off capital amounts on invoices.	`PUT /invoices/<id_>/actions/writeoff-capital`	Registry -> Write off capital	-
`WriteOffReminderOnInvoices`	Write off reminder costs on invoices.	`PUT /invoices/<id_>/actions/writeoff-reminder`	Registry -> Write off reminder costs	-

Other

321 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`AppendCollectionProfile`	Add a collection profile to a collection batch.	`PUT /collection-batches/<collection_batch_id>/append-collection-profile`	-	-
`AskQuestion`	Ask natural-language questions about platform data via FinBrain.	`POST /questions`	-	-
`AuthorizeCharges`	Authorize manual charges such as fees and interest.	`PUT /charges/authorize`	-	-
`AuthorizePaymentTransactionReturns`	Authorize returned payment transactions.	`PUT /payment-transactions-returns/<id_>/authorize`	Daily Routines -> Authorize transaction returns	-
`AutoDailyRoutineBilling`		`PUT /bookkeeping-files/billing`	-	-
`BulkUpdateCollectionBatch`	Perform bulk updates to collection batches including notes and postponements.	`PUT /collection-batches/actions/bulk-update` `PUT /collection-batches/actions/bulk-update/create-note` `PUT /collection-batches/actions/bulk-update/postpone-collection-batches`	-	-
`BIllCharges`	Bill manual charges such as fees and interest.	`PUT /charges/bill`	-	-
`CacheEdit`		`GET /cache/clear` `POST /cache/clear` `POST /cache/clear/all`	-	-
`ChangeCollectionProfile`	Replace the collection profile on a collection batch.	`PUT /collection-batches/<collection_batch_id>/replace-collection-profile`	-	-
`CheckInsuranceLimit`	Check the insurance limit for an invoice.	`GET /invoices/<invoice_id_>/check-insurance-limit`	-	-
`CompleteCollectionExternal`	Mark an external debt collection case as completed.	`PUT /collections/external/<id_>/complete`	-	-
`CompleteIntegration`		`PUT /clients/<client_id>/sync/complete-integration`	Registry -> Complete integration	-
`CompletePartPayment`	Mark a part-payment installment as completed.	`PUT /part-payments/<part_payment_id>/completed`	-	-
`CompletePartPaymentGroup`	Mark all part-payment installments for an invoice or collection batch as completed.	`PUT /part-payment-groups/source/<source_id>/completed`	-	-
`ReadPartPaymentGroupCreditInvoices`	List activated credit invoices available to link for a given invoice.	`GET /part-payment-groups/invoice/<invoice_id>/credit-invoices`	-	-
`ConnectFileToNote`	Attach files to notes.	`PUT /notes/<note_id>/attach-file`	Daily Routines -> Attach file to note	-
`ConnectFileToNoteCollectionBatch`	Attach files to notes on collection batch records.	`PUT /collection-batches/<collection_batch_id>/notes/<note_id>/attach-file`	-	-
`ConnectFileToPaymentTransactionNote`	Attach files to notes on payment transactions.	`PUT /payments/<id_>/notes/<note_id>/attach-file`	-	-
`CreateAutomation`	Create an automation, including its rules and the action it runs.	`POST /automation`	-	-
`CreateAutomationRule`	Add a rule to an existing automation.	`POST /automation/<_id>/rules`	-	-
`CreateCharges`	Create manual charges such as fees, interest, and adjustments.	`POST /charges`	-	-
`CreateCollectionBatch`	Create collection batches, optionally grouping multiple invoices into a batch.	`POST /collection-batches` `POST /collection-batches/invoices`	-	-
`CreateCollectionBatchDocument`		`GET /documents/settings/delivery_addresses` `POST /documents/collection_batch/<collection_batch_id>`	-	-
`CreateCollectionBatchFinancialEvent`		`POST /business-loans/<business_loan_id>/financial-events` `POST /collection-batches/<collection_batch_id>/financial-events`	-	-
`CreateCollectionBatchGuarantor`		`POST /collection-batches/<collection_batch_id>/guarantors`	-	-
`CreateCollectionBatchToDo`	Create collection batch tasks pending operator action.	`POST /collection-batch/todo`	-	-
`CreateCollectionFeeType`	Create collection fee types.	`POST /fee/type`	-	-
`CreateCollectionProfile`	Create and manage collection profiles, levels, staged profiles, and segments.	`DELETE /collection-profile/levels/<collection_profile_level_id>` `DELETE /collection-profile/levels/placeholders/<placeholder_id>` `DELETE /collection-profile/staged-collection-profiles/<staged_collection_profile_id>` `DELETE /collection-profile/system-collection-profiles/<system_collection_profile_id>` `POST /collection-profile` `POST /collection-profile/<collection_profile_id>/staged-collection-profiles` `POST /collection-profile/levels` `POST /collection-profile/levels/<collection_profile_level_id>/placeholders` `POST /collection-profile/system-collection-profiles` `POST /segments` `PUT /collection-profile/<collection_profile_id>` `PUT /collection-profile/levels/<collection_profile_level_id>` `PUT /collection-profile/levels/placeholders/<placeholder_id>` `PUT /collection-profile/system-collection-profiles/<system_collection_profile_id>` `PUT /segments/<segment_id>`	-	-
`CreateContact`	Create contact persons such as debtors and clients.	`POST /contacts`	Registry -> Create contact	-
`CreateDelivery`		`POST /enforcement/retry_delivery` `PUT /enforcement/deliveries/create_deduction` `PUT /enforcement/deliveries/create_recall`	-	-
`CreateDocuments`	Create and generate documents such as invoices, attachments, ads, and brand documents.	`POST /documents/ads/invoice` `POST /documents/attachments/client` `POST /documents/attachments/invoice` `POST /documents/brand/instance-provider` `POST /documents/connected-files` `POST /documents/invoice` `PUT /documents/<id_>/generate`	Environment -> Create documents	-
`CreateEnforcementFinancialEvent`	Create a financial event enforcement action for debt enforcement.	`POST /enforcement/financial_event`	-	-
`CreateEngineRule`		`POST /engine-rule` `POST /engine-rule-advanced-module` `POST /engine-rule-criteria` `POST /engine-rule-criteria-group` `POST /engine-rule-criteria/duplicate`	Global Settings -> Create rule	-
`CreateEngineRuleSchedulerFilter`		`POST /engine-rule/scheduler-filters`	-	-
`CreateErps`	Create ERP integrations.	`POST /erps`	-	-
`CreateErpTypes`	Create ERP types.	`POST /erp-types`	-	-
`CreateInstanceProviders`		`POST /instance-providers`	-	-
`CreateLabels`	Create free-form labels for tagging resources.	`POST /labels`	Global Settings -> Create labels	-
`CreateNote`	Add free-form notes attached to resources.	`POST /notes`	Registry -> Create note	-
`CreateNoteCollectionBatch`		`POST /collection-batches/notes`	-	-
`CreatePartPaymentPlanCollectionBatch`	Create collection batches from part-payment plans.	`POST /part-payment-plans/collection-batches`	-	-
`CreatePaymentAccount`	Create payment accounts and configure their settings.	`POST /payment-accounts` `POST /payment-accounts/settings`	Accounting -> Create payment account	-
`CreatePaymentFiles`	Upload and ingest payment files (camt, BG/PG formats).	`POST /payment-files`	Daily Routines -> Import payments	-
`CreatePaymentMatchingEngine`		`POST /payment-matching-engine`	-	-
`CreatePaymentMethodConfiguration`	Create payment method configurations for clients and service providers.	`POST /payment-methods/configurations` `POST /payment-methods/configurations/client` `POST /payment-methods/configurations/service-provider`	Global Settings -> Configure payment method	-
`CreatePaymentRequest`	Create outbound payment requests (e.g., Swish) to debtors.	`POST /payment-requests`	-	-
`CreatePaymentTransactions`	Record inbound payments from debtors.	`POST /payments` `POST /payments/multiple`	-	-
`CreatePaymentTransactionSpecification`		`POST /payments/<id_>/payment-specification-file`	Daily Routines -> Create payment specification	-
`CreateReasonCode`	Create reason codes used in payment matching and rejections.	`POST /reason-code`	Global Settings -> Create reason code	-
`CreateSegment`	Create and update debtor segments.	`POST /segments` `PUT /segments/<segment_id>`	-	-
`CreateServiceAccount`	Create service accounts for server-to-server integrations.	`POST /service-accounts`	-	Configure -> Create service account
`CreateServiceProviderInsuranceAgreements`	Create insurance agreements tied to service providers.	`POST /service-provider-insurance-agreement`	Registry -> Create insurance agreement	-
`CreateSettlementAccountTransactions`		`POST /settlement-account-transactions`	-	-
`CreateSniCode`	Create SNI codes in the global SNI Code Registry.	`POST /global-sni-registry`	Global Settings -> Create SNI code	-
`CreateWebhook`	Create a webhook.	`POST /webhook`	-	-
`DeleteAutomation`	Delete an automation together with its rules and its action.	`DELETE /automation/<_id>`	-	-
`DeleteAutomationRule`	Delete a single rule from an automation.	`DELETE /automation/rules/<_id>`	-	-
`DeleteCharges`	Delete manual charges (fees, interest, adjustments).	`DELETE /charges/<id_>`	Daily Routines -> Delete charge	-
`DeleteCollectionBatchGuarantor`	Remove guarantors from collection batches.	`DELETE /collection-batches/<collection_batch_id>/guarantors/<guarantor_id>`	-	-
`DeleteContact`	Delete contact persons (debtors, clients, etc.).	`DELETE /contacts/<id_>`	Registry -> Delete contact	-
`DeleteDocuments`	Delete document attachments.	`DELETE /documents/<id_>`	Environment -> Documents -> Delete document	-
`DeleteEngineRule`		`DELETE /engine-rule-criteria/<id>`	Global Settings -> Matching Engines -> Delete rule	-
`DeleteEngineRuleSchedulerFilter`		`DELETE /engine-rule/scheduler-filters/<id>`	-	-
`DeleteInstanceProviders`		`DELETE /instance-providers/<id_>`	-	-
`DeleteLabels`	Delete free-form labels for tagging resources.	`DELETE /labels/<id>`	Global Settings -> Custom Attributes -> Delete labels	-
`DeleteNote`	Delete free-form notes attached to resources.	`DELETE /notes/<id_>`	Registry -> Delete note	-
`DeletePartPaymentPlanCollectionBatch`	Delete collection batches from part-payment plans.	`DELETE /part-payment-plans/collection-batches/<id_>`	-	-
`DeletePaymentBatches`	Abort grouped payment ingestion files.	`PUT /payment-batches/<id_>/abort`	Daily Routines -> Import Payments -> Abort payment batch	-
`DeletePaymentFile`	Delete raw payment files ingested into the platform.	`DELETE /payment-files/<id_>`	Daily Routines -> Import Payments -> Delete payment file	-
`DeletePaymentMatchingEngine`	Delete a payment matching engine.	`DELETE /payment-matching-engine/<payment_matching_engine_id>`	-	-
`DeletePaymentMethodConfiguration`	Delete payment method configurations for clients and service providers.	`DELETE /payment-methods/configurations/<id_>` `DELETE /payment-methods/configurations/client/<payment_method_configuration_id>/<client_id>` `DELETE /payment-methods/configurations/service-provider/<payment_method_configuration_id>/<service_provider_id>`	Global Settings -> Payment Methods -> Delete method config	-
`DeletePaymentTransactions`	Delete inbound payments received from debtors.	`DELETE /payments/<id_>`	-	-
`DeletePaymentTransactionNote`	Delete notes attached to payment transactions.	`DELETE /payments/<id_>/notes/<note_id>`	-	-
`DeleteServiceProviderInsuranceAgreement`		`DELETE /service-provider-insurance-agreement/<id_>`	-	-
`DeleteSniCode`	Delete SNI codes from the global registry.	`DELETE /global-sni-registry/<code>`	Global Settings -> SNI -> Delete SNI code	-
`DeleteUnplacedPaymentReturns`	Delete returned (bounced) payment transactions.	`DELETE /payment-transactions-returns/<id_>`	Daily Routines -> Import Payments -> Payment Returns -> Delete payment return	-
`DeleteWebhook`	Delete webhooks.	`DELETE /webhook/<id_>`	-	-
`DisputeCollectionBatch`	Update dispute status on collection batches.	`PUT /collection-batches/<collection_batch_id>/dispute`	-	-
`ExportBills`		`PUT /bills/export`	Daily Routines -> Export bills	-
`ExportCollectionExternal`	Mark collections as exported to external collection agencies.	`PUT /collections/external/<id_>/export`	-	-
`ExportExternalFinancedPaymentBatches`		`PUT /payment-batches/export-external-financed`	Daily Routines -> Export batches	-
`GenerateCharges`	Generate manual charges such as fees, interest, and adjustments.	`PUT /charges/generate`	-	-
`GeneratePusherToken`		`GET /pusher/generate-token` `POST /pusher/test/send`	-	-
`GenerateToken`	Generate API and client portal authentication tokens.	`POST /token/client/portal/generate` `POST /token/generate`	Registry -> Generate token	-
`GenerateTokenServiceAccount`	Generate integration tokens for server-to-server credentials.	`PUT /service-accounts/<id_>/generate-token`	Environment -> Generate token	Configure -> Generate token
`GetCollectionBatchToDo`	View collection batch tasks pending operator action.	`GET /collection-batch/todo/<collection_batch_id>` `GET /collection-batch/todo/<collection_batch_id>/<id>`	-	-
`GetEngineRuleSchedulerFilter`		`GET /engine-rule/scheduler-filters` `GET /engine-rule/scheduler-filters/<id>`	-	-
`ImportPaymentFile`	Import raw payment files into the platform.	`PUT /payment-files/<id_>/import`	Daily Routines -> Import payments	-
`ImportPurchaseFiles`	Upload and retry purchase collection files.	`POST /collection-batches/purchase/file` `PUT /collection-batches/purchase/file/<_id>/retry`	-	-
`LinkUnplacedPayment`	Link unmatched payments to invoices, part-payment plans, accounts, or other targets.	`PUT /unplaced-payments/<id_>/link`	Daily Routines -> Link payment	-
`ManageEfakturaEnrollment`	Create and delete e-faktura (Nordic bank-channel invoicing) enrollments.	`DELETE /e-faktura/<efaktura_id>` `POST /e-faktura`	-	-
`MarkIntegrationAsConnected`		`PUT /clients/<client_id>/sync/mark-integration-as-connected`	-	Dashboard -> Connect integration
`MatchPaymentBatches`	Trigger matching of a payment batch.	`PUT /payment-batches/<id_>/match`	Daily Routines -> Match payment batch	-
`ObtainOnboardingUrl`		`POST /clients/<client_id>/sync/obtain-onboarding-url`	-	Dashboard -> Get onboarding URL
`PartPaymentPlanRecalculateAnnuity`	Recalculate annuity schedules for part-payment plans.	`PUT /part-payment-plans/<part_payment_plan_id>/recalculate-annuity`	-	-
`PartPaymentStartCollectionBatch`	Start part-payment collection for a batch.	`PUT /collection-batches/<collection_batch_id>/part-payment/start`	-	-
`PartPaymentStopCollectionBatch`	Stop part-payment collection for a batch.	`PUT /collection-batches/<collection_batch_id>/part-payment/stop`	-	-
`PauseCollectionBatch`	Postpone ledger events for a collection batch.	`PUT /collection-batches/<collection_batch_id>/postpone-ledger-events`	-	-
`ReadAdvancedLogin`		`GET /users/advanced-login/enabled`	-	Dashboard -> View login settings
`ReadAnalyzeTopics`		`GET /reports/analyze-topics`	-	-
`ReadAutomation`	View a single automation with its rules and action.	`GET /automation/<_id>`	-	-
`ReadAutomations`	List automations, and list the events and actions an automation can use.	`GET /automation` `GET /automation/events` `GET /automation/actions`	-	-
`ReadAutomationRules`	List the rules that decide when an automation runs.	`GET /automation/<_id>/rules`	-	-
`ReadBaseInterestRate`	View base interest rates, including active rates by currency.	`GET /base-interest-rates` `GET /base-interest-rates/<currency_>/active` `GET /base-interest-rates/<id_>` `GET /base-interest-rates/active`	-	-
`ReadBaseInterestSettings`	View base interest settings.	`GET /base-interest-settings/<target_id>`	Registry -> View interest settings	-
`ReadBill`		`GET /bills/<id_>`	Daily Routines -> View bill	-
`ReadBills`		`GET /bills`	-	-
`ReadCharge`	View a charge (fee, interest, or adjustment).	`GET /charges/<id_>`	-	-
`ReadCharges`	List charges (fees, interest, and adjustments).	`GET /charges`	-	-
`ReadCollectionBatch`	View collection batches, including invoices, reprieve, judgement, and payment account details.	`GET /collection-batches/<collection_batch_id>` `GET /collection-batches/<collection_batch_id>/count-notes` `GET /collection-batches/<collection_batch_id>/count-tasks` `GET /collection-batches/<collection_batch_id>/history` `POST /collection-batches/history/search` `GET /collection-batches/<collection_batch_id>/judgement` `GET /collection-batches/<collection_batch_id>/payment-account` `GET /collection-batches/<collection_batch_id>/reprieve` `GET /collection-batches/<id_>/invoices` `GET /collection-batches/table/<collection_batch_id>` `POST /collection-batch-invoice/search`	-	-
`ReadCollectionBatchCharge`	View a specific charge applied to a collection batch.	`GET /collection-batches/charges/<id_>`	-	-
`ReadCollectionBatchCharges`	View charges applied to a collection batch.	`GET /collection-batches/charges`	-	-
`ReadCollectionBatchEvent`	View a specific lifecycle event from a collection batch.	`GET /collection-batches/events/<id_>`	-	-
`ReadCollectionBatchEvents`	View lifecycle events from a collection batch.	`GET /collection-batches/events`	-	-
`ReadCollectionBatchFinancialEvents`	View all financial events for a collection batch.	`GET /collection-batches/<collection_batch_id>/financial-events`	-	-
`ReadCollectionBatchGuarantor`	View guarantor information for collection batches.	`GET /collection-batches/<collection_batch_id>/guarantors/<guarantor_id>` `GET /debtors/<debtor_id>/collection-batches/guarantors` `GET /system-debtors/<identification_number>/collection-batches/guarantors`	-	-
`ReadCollectionBatchGuarantors`	View guarantors for a collection batch.	`GET /collection-batches/<collection_batch_id>/guarantors`	-	-
`ReadCollectionFeeType`	View fee type definitions.	`GET /fee/type` `GET /fee/type/<id>`	-	-
`ReadCollectionProfile`	View and search collection profiles, their levels, placeholders, and staged versions.	`GET /collection-profile/<collection_profile_id>` `GET /collection-profile/<collection_profile_id>/is-live` `GET /collection-profile/<collection_profile_id>/levels` `GET /collection-profile/levels/<collection_profile_level_id>` `GET /collection-profile/levels/placeholders/<placeholder_id>` `GET /collection-profile/staged-collection-profiles/<staged_collection_profile_id>` `GET /collection-profile/system-collection-profiles/<system_collection_profile_id>` `GET /segments/<segment_id>` `POST /collection-profile/levels/placeholders/search` `POST /collection-profile/levels/search` `POST /collection-profile/preview` `POST /collection-profile/search` `POST /collection-profile/staged-collection-profiles/search` `POST /collection-profile/system-collection-profiles/search` `POST /segments/search` `PUT /collection-profile/<collection_profile_id>/copy`	Global Settings -> View collection profiles	-
`ReadContacts`	View contact persons attached to a debtor.	`GET /debtors/<debtor_id>/contacts`	-	-
`ReadDocument`	View a stored document.	`GET /documents/<id_>`	-	Invoices -> View documents
`ReadDocuments`	View and download invoices and other documents.	`GET /documents` `GET /documents/invoices`	-	Invoices -> Download invoices
`ReadEfakturaEnrollment`	View and search e-faktura records for Nordic bank-channel invoice enrollment.	`GET /e-faktura` `GET /e-faktura/fui/<fui>` `POST /e-faktura/search`	-	-
`ReadEnforcement`	View enforcement actions and related deliveries, financial events, and history.	`GET /enforcement-view/<enforcement_id>` `GET /enforcement/<enforcement_id>` `GET /enforcement/<enforcement_id>/deliveries` `GET /enforcement/<enforcement_id>/financial-events` `GET /enforcement/<enforcement_id>/notes` `GET /enforcement/deliveries/<enforcement_delivery_id>/api-logs` `GET /enforcement/deliveries/<enforcement_delivery_id>/history` `POST /enforcement-view/search` `POST /enforcement/deliveries/api-logs/search` `POST /enforcement/deliveries/history/search` `POST /enforcement/deliveries/search` `POST /enforcement/search`	Debt Collection -> View enforcement	-
`ReadEngineRule`	View and search engine rules, criteria, settings, and criteria groups.	`GET /engine-rule` `GET /engine-rule-advanced-module/<id>` `GET /engine-rule-advanced-module/<id>/criteria` `GET /engine-rule-advanced-module/engine-rule/<engine_rule_id>` `GET /engine-rule-criteria-group/<id>` `GET /engine-rule-criteria-group/engine-rule/<engine_rule_id>` `GET /engine-rule-criteria/<id>` `GET /engine-rule-criteria/values` `GET /engine-rule/<engine_rule_id>/settings` `GET /engine-rule/<engine_rule_id>/settings/<id_>` `GET /engine-rule/<id>` `POST /engine-rule-advanced-module/search` `POST /engine-rule-criteria-group/search` `POST /engine-rule-criteria/search` `POST /engine-rule-criteria/values/search` `POST /engine-rule/search`	Registry -> View engine rules	-
`ReadErp`	View a specific ERP integration.	`GET /erps/<id_>`	-	-
`ReadErps`	View ERP integrations.	`GET /erps`	-	-
`ReadErpsShort`	View a compact list of ERP integrations.	`GET /erps-short`	-	-
`ReadErpBillingSettings`	View billing settings for ERP integrations.	`GET /erps/<id_>/settings/billing`	-	-
`ReadErpShort`	View a compact summary of a specific ERP integration.	`GET /erps-short/<id_>`	-	-
`ReadFinancingRule`	View a financing rule by its identifier.	`GET /financing-rules/<id_>`	-	-
`ReadFinancingRules`	List financing rules for product financing configuration.	`GET /financing-rules`	-	-
`ReadInstanceProviders`		`GET /instance-providers` `GET /instance-providers/<id_>`	Environment -> View providers	Dashboard -> View providers
`ReadInternalRequest`		`GET /internal-request` `GET /internal-request/<id_>` `GET /internal-request/topic/<topic>` `POST /internal-request/topic`	-	-
`ReadInternalRequestChangelog`	View audit history of internal requests.	`GET /changelog/internal-request` `GET /changelog/internal-request/<id_>`	-	-
`ReadLabels`	List labels for tagging resources.	`GET /labels`	Global Settings -> List labels	-
`ReadLocales`	List supported locales and their date and currency formats.	`GET /locales`	Global Settings -> View locales	Dashboard -> View locales
`ReadNote`	Retrieve a note by its identifier.	`GET /notes/<id_>`	-	-
`ReadNotes`	List notes attached to resources.	`GET /notes`	-	-
`ReadNotesCollectionBatch`	View notes attached to a collection batch.	`GET /collection-batches/<collection_batch_id>/notes`	-	-
`ReadPartPayment`	Retrieve a part-payment installment by its identifier.	`GET /part-payments/<part_payment_id>`	-	-
`ReadPartPaymentAccount`	View revolving credit accounts and their summaries.	`GET /part-payment-accounts/<id_>` `GET /part-payment-accounts/<id_>/summary`	Registry -> View credit accounts	-
`ReadPartPaymentAccounts`	List part-payment accounts for revolving credit.	`GET /part-payment-accounts`	-	-
`ReadPartPaymentAccountEvent`	Retrieve a lifecycle event for a part-payment account.	`GET /part-payment-accounts/events/<id_>`	-	-
`ReadPartPaymentAccountEvents`	List lifecycle events for part-payment accounts.	`GET /part-payment-accounts/events`	-	-
`ReadPartPaymentAccountFinancialEvent`	Retrieve a financial movement record for a part-payment account.	`GET /part-payment-accounts/events/financial/<id_>`	-	-
`ReadPartPaymentAccountFinancialEvents`	List financial movements on part-payment accounts.	`GET /part-payment-accounts/events/financial`	-	-
`ReadPartPaymentAccountSetting`	View part-payment configuration for an account.	`GET /part-payment-accounts/settings/<id_>`	-	-
`ReadPartPaymentAccountSettings`	List part-payment account configurations.	`GET /part-payment-accounts/settings`	-	-
`ReadPartPaymentCollectionBatches`	List collection batches arising from part-payment plans.	`GET /part-payment-plans/collection-batches`	-	-
`ReadPartPaymentPlan`	View part-payment plans and their summaries.	`GET /part-payment-plans/<id_>` `GET /part-payment-plans/<part_payment_plan_id>/summary`	Registry -> View payment plans	-
`ReadPartPaymentPlans`	List part-payment plans.	`GET /part-payment-plans`	-	-
`ReadPartPaymentPlanCollectionBatch`	View a collection batch from a part-payment plan.	`GET /part-payment-plans/collection-batches/<id_>`	-	-
`ReadPartPaymentPlanEvent`	View a part-payment plan lifecycle event.	`GET /part-payment-plans/events/<id_>`	-	-
`ReadPartPaymentPlanEvents`	List part-payment plan lifecycle events.	`GET /part-payment-plans/events`	-	-
`ReadPartPaymentPlanFinancialEvent`	View a financial event recorded against a part-payment plan.	`GET /part-payment-plans/events/financial/<id_>`	-	-
`ReadPartPaymentPlanFinancialEvents`	List financial events recorded against part-payment plans.	`GET /part-payment-plans/events/financial`	-	-
`ReadPartPaymentPlanLedgerEvent`	View a ledger posting for a part-payment plan.	`GET /part-payment-plans/events/ledger/<id_>`	-	-
`ReadPartPaymentPlanLedgerEvents`	List ledger postings for part-payment plans.	`GET /part-payment-plans/events/ledger`	-	-
`ReadPartPaymentPlanSetting`	View part-payment plan configuration.	`GET /part-payment-plans/settings/<id_>` `PUT /part-payment-plans/settings/<id_>/summary`	-	-
`ReadPartPaymentPlanSettings`	List part-payment plan configuration settings.	`GET /part-payment-plans/settings`	-	-
`ReadPaymentAccount`	View bank accounts and their payment settings.	`GET /payment-accounts/<id_>` `GET /payment-accounts/<id_>/settings`	Accounting -> View bank accounts	-
`ReadPaymentAccounts`	List bank accounts where payments are received.	`GET /payment-accounts`	-	-
`ReadPaymentBatch`	View a grouped payment ingestion batch.	`GET /payment-batches/<id_>`	Daily Routines -> View batch	-
`ReadPaymentBatches`	List payment ingestion batches.	`GET /payment-batches`	-	-
`ReadPaymentFile`	View a payment file.	`GET /payment-files/<id_>`	-	-
`ReadPaymentFiles`	List ingested payment files.	`GET /payment-files`	-	-
`ReadPaymentMatchingEngine`	View payment matching engines and simulate matching rules without creating links.	`GET /payment-matching-engine` `GET /payment-matching-engine/<payment_matching_engine_id>` `GET /payment-matching-engine/match-fields` `POST /payment-matching-engine/simulate`	-	-
`ReadPaymentMethod`	View payment methods like Swish, autogiro, and card.	`GET /payment-methods/<id_>`	Global Settings -> View payment methods	-
`ReadPaymentMethods`	View available payment methods.	`GET /payment-methods`	-	-
`ReadPaymentMethodConfiguration`	View payment method configuration and credentials.	`GET /payment-methods/configurations/<id_>`	-	-
`ReadPaymentMethodConfigurations`	View payment method configurations and credentials.	`GET /payment-methods/configurations`	-	-
`ReadPaymentReconciliation`	View a manual reconciliation record for an unplaced payment.	`GET /payment-reconciliations/<reconciliation_id>`	-	-
`ReadPaymentRequest`	View an outbound payment request.	`GET /payment-requests/<id_>`	-	-
`ReadPaymentRequests`	View outbound payment requests.	`GET /payment-requests`	-	-
`ReadPaymentTransaction`	View payment transactions and their reconciliation links.	`GET /payments/<id_>` `GET /payments/<payment_transaction_id>/links` `POST /payments/links/search`	Daily Routines -> View transactions	-
`ReadPaymentTransactions`	List inbound payments received from debtors and reconciled to invoices.	`GET /payments`	-	-
`ReadPaymentTransactionNote`	View a single note attached to a payment transaction.	`GET /payments/<id_>/notes/<note_id>`	-	-
`ReadPaymentTransactionNotes`	View notes attached to a payment.	`GET /payments/<id_>/notes`	-	-
`ReadPriceBracket`	View a single price bracket by ID.	`GET /price-brackets/<id_>`	-	-
`ReadPriceBrackets`	List price brackets within a price list.	`GET /price-brackets`	-	-
`ReadPriceList`	View pricing-tier definitions.	`GET /price-lists/<id_>` `GET /price-lists/target/<target_id>`	Global Settings -> View price lists	-
`ReadPriceLists`	View pricing-tier definitions.	`GET /price-lists`	-	-
`ReadPurchaseFiles`		`GET /collection-batches/purchase/file`	-	-
`ReadReasonCode`	View reason codes used in payment matching and rejections.	`GET /reason-code/<code_>` `GET /reason-code/type/<type_>`	-	-
`ReadReasonCodes`	View reason codes used in payment matching and rejections.	`GET /reason-code`	Global Settings -> View reason codes	-
`ReadSegment`		`GET /segments/<segment_id>` `POST /segments/search`	-	-
`ReadServiceAccount`	View a service account used for server-to-server integrations.	`GET /service-accounts/<id_>`	-	-
`ReadServiceAccounts`	View service accounts used for server-to-server integrations.	`GET /service-accounts`	-	-
`ReadServiceProviders`	View external service providers such as credit bureaus and distribution channels.	`GET /service-providers` `GET /service-providers/<id_>`	Environment -> View service providers	-
`ReadServiceProviderInsuranceAgreement`	View insurance agreements tied to a service provider.	`GET /service-provider-insurance-agreement/<id_>`	-	-
`ReadServiceProviderInsuranceAgreements`	View insurance agreements tied to service providers.	`GET /service-provider-insurance-agreement` `GET /service-provider-insurance-agreement/service-provider/<service_provider_id>`	Environment -> View insurance agreements	-
`ReadSettlementAccount`	View a settlement account.	`GET /settlement-accounts/<id_>`	-	-
`ReadSettlementAccounts`	List settlement accounts.	`GET /settlement-accounts`	-	-
`ReadSettlementAccountTransaction`	View a settlement account transaction.	`GET /settlement-account-transactions/<id_>`	-	-
`ReadSettlementAccountTransactions`	List transactions on settlement accounts.	`GET /settlement-account-transactions`	-	-
`ReadSniCode`	Look up and search SNI industry classification codes.	`GET /global-sni-registry` `GET /global-sni-registry/<code>` `POST /global-sni-registry/search`	Global Settings -> Search SNI codes	-
`ReadStatisticCount`	View resource counters for a client.	`GET /statistics/counts/<client_id>`	-	Dashboard -> View counters
`ReadStatisticCounts`	List resource counters.	`GET /statistics/counts`	-	-
`ReadUnplacedPayment`	View a payment that the matching engine could not auto-place.	`GET /unplaced-payments/<unplaced_payment_id>`	Daily Routines -> View unplaced payments	-
`ReadUnplacedPayments`	List payments that the matching engine could not auto-place.	`GET /unplaced-payments`	-	-
`ReadUnplacedPaymentReturn`	View a returned (bounced) payment transaction.	`GET /payment-transactions-returns/<id_>`	Daily Routines -> View payment returns	-
`ReadUnplacedPaymentReturns`	List returned (bounced) payment transactions.	`GET /payment-transactions-returns`	-	-
`ReadWebhook`	View configured webhooks.	`GET /webhook` `GET /webhook/<id_>`	-	-
`ReadWebhookChangelog`	View change history for webhooks.	`GET /changelog/webhook` `GET /changelog/webhook/<id_>`	Integrations -> Webhooks	-
`ReadWebhookRequestLog`	Search and view webhook request logs.	`GET /webhook/log/<id_>` `POST /webhook/log/search`	-	-
`RemovePaymentRequest`	Delete an outbound payment request (Swish, etc.).	`DELETE /payment-requests/<id_>`	-	-
`ReprieveCollectionBatch`	Set and close reprieve periods on collection batches.	`PUT /collection-batches/<collection_batch_id>/close-reprieve` `PUT /collection-batches/<collection_batch_id>/reprieve`	-	-
`ReprieveCollectionBatchJob`		`POST /collection-batches/run-reprieve-job`	-	-
`ResumeCollectionBatch`		`PUT /collection-batches/<collection_batch_id>/resume`	-	-
`RetryWebhookEvents`	Retry failed webhook event deliveries.	`PUT /webhook/log/retry/<id_>`	-	-
`ReturnPaymentTransactionReturns`	Update the return of a bounced payment transaction.	`PUT /payment-transactions-returns/<id_>/return`	Daily Routines -> Return transactions	-
`ReturnUnplacedPayment`	Update the return of an unplaced payment.	`PUT /unplaced-payments/<unplaced_payment_id>/return`	Daily Routines -> Return unplaced	-
`RotateSecretServiceAccount`	Rotate API secrets for service account integrations.	`PUT /service-accounts/<id_>/rotate-secret`	Environment -> Rotate secrets	Configure -> Rotate secrets
`RunEngineRule`		`PUT /engine-rule/run-validation`	-	-
`SearchAutomations`	Search automation rules.	`POST /automation/search`	-	-
`SearchBaseInterestRate`	Search base interest rates.	`POST /base-interest-rates/search`	Global Settings -> Search rates	-
`SearchBills`	Search service bills issued to your account.	`POST /bills/search`	Daily Routines -> Search bills	-
`SearchCharges`	Search charges including fees, interest, and adjustments.	`POST /charges/search`	Daily Routines -> Search charges	-
`SearchCollectionBatches`	Search collection batches.	`POST /collection-batches/search`	Debt Collection -> Search batches	-
`SearchCollectionBatchCharges`	Search charges applied to a collection batch.	`POST /collection-batches/charges/search`	-	-
`SearchCollectionBatchEvents`	Search lifecycle events for a collection batch.	`POST /collection-batches/events/search`	-	-
`SearchCollectionBatchGuarantors`	Search guarantors in a collection batch.	`POST /collection-batches/<collection_batch_id>/guarantors/search`	-	-
`SearchCollectionBatchToDo`	Search pending collection batch tasks.	`POST /collection-batch/todo/search`	Debt Collection -> Search tasks	-
`SearchContacts`	Search contact persons attached to a debtor.	`POST /debtors/<debtor_id>/contacts/search`	Registry -> Search contacts	-
`SearchDocument`	Search stored documents.	`POST /documents/search` `POST /documents/search_extended`	Environment -> Search documents	-
`SearchErps`	Search ERP integrations.	`POST /erps/search`	Registry -> Search ERP integrations	-
`SearchFinancingRules`	Search financing rule configurations.	`POST /financing-rules/search`	Registry -> Search financing rules	-
`SearchInstanceProviders`	Search instance provider tenants.	`POST /instance-providers/search`	Environment -> Search providers	-
`SearchInternalRequest`	Search internal requests in the dual confirmation workflow.	`POST /internal-request/search`	Registry -> Search requests	-
`SearchLabels`	Search labels for tagging resources.	`POST /labels/search`	Registry -> Search labels	-
`SearchNotes`	Search free-form notes attached to resources.	`POST /notes/client-invoice-notes/search` `POST /notes/search`	Registry -> Search notes	-
`SearchPartPayment`	Search part-payment installments.	`POST /part-payments/search`	-	-
`SearchPartPaymentGroups`	Search part-payment plan groupings for reporting.	`POST /part-payment-groups/search`	-	-
`SearchPartPaymentAccounts`	Search revolving credit part-payment accounts.	`POST /part-payment-accounts/search`	Registry -> Search payment accounts	-
`SearchPartPaymentAccountEvents`	Search lifecycle events for part-payment accounts.	`POST /part-payment-accounts/events/search`	Registry -> Search account events	-
`SearchPartPaymentAccountFinancialEvents`	Search financial movements on part-payment accounts.	`POST /part-payment-accounts/events/financial/search`	-	-
`SearchPartPaymentAccountSettings`	Search per-account part-payment configuration.	`POST /part-payment-accounts/settings/search`	-	-
`SearchPartPaymentPlans`	Search part-payment plans bound to invoices.	`POST /part-payment-plans/search`	Registry -> Search payment plans	-
`SearchPartPaymentPlanCollectionBatches`	Search collection batches from part-payment plans.	`POST /part-payment-plans/collection-batches/search`	Registry -> Search collection batches	-
`SearchPartPaymentPlanEvents`	Search part-payment plan lifecycle events.	`POST /part-payment-plans/events/search`	Registry -> Search plan events	-
`SearchPartPaymentPlanFinancialEvents`	Search financial events recorded against a part-payment plan.	`POST /part-payment-plans/events/financial/search`	-	-
`SearchPartPaymentPlanLedgerEvents`	Search ledger-level postings for a part-payment plan.	`POST /part-payment-plans/events/ledger/search`	Registry -> Search ledger postings	-
`SearchPartPaymentPlanSettings`	Search plan-level configuration settings.	`POST /part-payment-plans/settings/search`	-	-
`SearchPaymentAccounts`	Search payment accounts and their settings.	`POST /payment-accounts/search` `POST /payment-accountssettings/search`	Accounting -> Search bank accounts	-
`SearchPaymentBatches`	Search grouped payment ingestion files.	`POST /payment-batches/search`	Daily Routines -> Search payment batches	-
`SearchPaymentFiles`	Search raw payment files ingested into the platform.	`POST /payment-files/search`	Daily Routines -> Search payment files	-
`SearchPaymentMatchingEngine`		`POST /payment-matching-engine/search`	-	-
`SearchPaymentMethods`	Search payment methods (Swish, autogiro, card, etc.).	`POST /payment-methods/search`	Global Settings -> Search payment methods	-
`SearchPaymentMethodConfigurations`	Search and filter payment method configurations.	`POST /payment-methods/configurations/client/search` `POST /payment-methods/configurations/search` `POST /payment-methods/configurations/service-provider/search`	Global Settings -> Search payment methods	-
`SearchPaymentReconciliation`	Search unplaced payments for manual reconciliation.	`POST /payment-reconciliations/search`	-	-
`SearchPaymentRequests`	Search outbound payment requests (Swish, etc.).	`POST /payment-requests/search`	-	-
`SearchPaymentTransactions`	Search inbound payments received from debtors and reconciled to invoices.	`POST /payments/search`	Daily Routines -> Search inbound payments	-
`SearchPaymentTransactionReturns`	Search returned (bounced) payment transactions.	`POST /payment-transactions-returns/search`	Daily Routines -> Search returned payments	-
`SearchPriceBrackets`	Search volume or amount brackets within a price list.	`POST /price-brackets/search`	Global Settings -> Search price brackets	-
`SearchPriceLists`	Search pricing-tier definitions.	`POST /price-lists/search`	Global Settings -> Search price lists	-
`SearchPurchaseFiles`	Search purchase files and purchases in collection batches.	`POST /collection-batches/purchase/file/search` `POST /collection-batches/purchase/search`	-	-
`SearchReasonCodes`	Search reason codes used in payment matching and rejections.	`POST /reason-code/search`	Global Settings -> Search reason codes	-
`SearchServiceAccounts`	Search server-to-server credentials and integrations.	`POST /service-accounts/search`	Environment -> Search service accounts	Configure -> Integrations
`SearchServiceProviders`	Search external service providers.	`POST /service-providers/search`	Registry -> Search service providers	-
`SearchServiceProviderInsuranceAgreements`	Search insurance agreements tied to service providers.	`POST /service-provider-insurance-agreement/search`	-	-
`SearchSettlementAccounts`	Search settlement accounts.	`POST /settlement-accounts/search`	-	-
`SearchSettlementAccountTransactions`	Search transactions on settlement accounts.	`POST /settlement-account-transactions/search`	-	-
`SearchStatisticCount`	Search resource counters displayed in the operator dashboard.	`POST /statistics/counts/search`	-	-
`SearchUnplacedPayments`	Search unplaced payments and view matching helpers.	`GET /unplaced-payments/categories` `POST /client-match-payments/search` `POST /unplaced-payments/search`	Daily Routines -> Search payments Registry -> View debtor	-
`SquidInvalidatePayments`	Invalidate vouchers by IDs.	`PUT /squidd/invalidate-payment`	-	Errands -> Invalidate payments
`StopCollectionBatch`	Stop a collection batch.	`PUT /collection-batches/<collection_batch_id>/stop`	-	-
`ToggleServiceAccount`	Activate or deactivate service accounts for integrations.	`PUT /service-accounts/<id_>/toggle`	Environment -> Toggle service accounts	Configure -> Toggle service account
`TriggerCollectionBatchEvent`	Trigger lifecycle events for collection batches.	`PUT /collection-batches/events/<collection_batch_id>/trigger`	-	-
`TriggerDelivery`		`POST /enforcement/deliveries/updates` `POST /enforcement/retry_delivery` `PUT /enforcement/api-logs/<api_log_id>/retry` `PUT /enforcement/confirm_submission` `PUT /enforcement/deliveries/create_deduction` `PUT /enforcement/deliveries/create_recall` `PUT /enforcement/deliveries/export_deduction` `PUT /enforcement/deliveries/export_execution_deduction` `PUT /enforcement/deliveries/export_recall` `PUT /enforcement/deliveries/export_recall/<enforcement_number>` `PUT /enforcement/deliveries/pull` `PUT /enforcement/deliveries/push` `PUT /enforcement/deliveries/ready_for_export` `PUT /enforcement/deliveries/ready_for_export/<enforcement_number>` `PUT /enforcement/report_closing_execution` `PUT /enforcement/report_deduction` `PUT /enforcement/report_execution_annual_fee` `PUT /enforcement/report_execution_confirmation` `PUT /enforcement/report_execution_distraint_salary` `PUT /enforcement/report_execution_partial_disclosure` `PUT /enforcement/report_recall` `PUT /enforcement/report_verdict` `PUT /enforcement/update_delivery`	-	-
`UnplacedPaymentMarkAsRevenue`	Mark unplaced payments as revenue or revert the designation.	`PUT /unplaced-payments/<id_>/revenue-revert` `PUT /unplaced-payments/<unplaced_payment_id>/revenue`	Daily Routines -> Mark as revenue	-
`UnplacedPaymentWriteOff`	Mark unplaced payments as write-offs or revert the write-off.	`PUT /unplaced-payments/<id_>/write-off` `PUT /unplaced-payments/<id_>/write-off-revert`	Daily Routines -> Write off payments	-
`UpdateAutomation`	Change an automation, including the event it reacts to, whether it is active, and the action it runs.	`PUT /automation/<_id>`	-	-
`UpdateAutomationRule`	Change a rule that decides when an automation runs.	`PUT /automation/rules/<_id>`	-	-
`UpdateBaseInterestRate`	Update base interest rates and set active rates by currency.	`POST /base-interest-rates/<currency_>/active` `PUT /base-interest-rates` `PUT /base-interest-rates/<id_>`	Global Settings -> Update interest rates	-
`UpdateBaseInterestSettings`	Update base interest settings.	`PUT /base-interest-settings/<target_id>`	Registry -> Update interest settings	-
`UpdateCharges`	Update manual charges such as fees and interest.	`PUT /charges/<id_>`	-	-
`UpdateCofaceRequest`		`POST /events/coface/event`	-	-
`UpdateCollectionBatch`		`PUT /collection-batches/<collection_batch_id>` `PUT /collection-batches/<collection_batch_id>/judgement`	-	-
`UpdateCollectionBatchGuarantor`	Update guarantors assigned to collection batches.	`PUT /collection-batches/<collection_batch_id>/guarantors/<guarantor_id>`	-	-
`UpdateCollectionBatchToDo`	Update collection batch tasks pending operator action.	`PUT /collection-batch/todo/<collection_batch_id>/<id>`	Daily Routines -> Resolve batch tasks	-
`UpdateCollectionFeeType`	Configure collection fee types and their order.	`PUT /fee/type/<id>` `PUT /fee/type/order`	-	-
`UpdateContact`	Update contact person details.	`PUT /contacts/<id_>`	Registry -> Update contacts	-
`UpdateEnforcement`	Update enforcement actions including recalling, closing cases, sending to execution, and adding notes.	`POST /enforcement/<enforcement_id>/create-execution-deduction` `POST /enforcement/<enforcement_id>/notes` `POST /enforcement/<enforcement_id>/send-to-execution` `PUT /enforcement/<enforcement_id>/close-rejected-case` `PUT /enforcement/<enforcement_id>/complete-closing-execution` `PUT /enforcement/<enforcement_id>/recall`	-	-
`UpdateEngineRule`	Update engine rules, criteria, criteria groups, settings, and advanced modules.	`DELETE /engine-rule-criteria-group/<id>` `PUT /engine-rule-advanced-module/<id>` `PUT /engine-rule-criteria-group/<id>` `PUT /engine-rule-criteria/<id>` `PUT /engine-rule/<engine_rule_id>/settings/<id_>` `PUT /engine-rule/<id>`	EngineRules -> Modify engine rules	-
`UpdateEngineRuleSchedulerFilter`		`PUT /engine-rule/scheduler-filters/<id>`	-	-
`UpdateErps`	Update ERP integrations.	`PUT /erps/<id_>`	-	-
`UpdateErpBillingSettings`	Update ERP billing settings.	`PUT /erps/<id_>/settings/billing`	-	-
`UpdateFinancingRules`	Modify per-product financing rule configurations.	`PUT /financing-rules/<id_>`	Registry -> Configure financing	-
`UpdateInstanceProviders`		`PUT /instance-providers/<id_>`	Environment -> Update providers	-
`UpdateInternalRequest`		`PUT /internal-request/<id_>` `PUT /internal-request/bulk-update`	-	-
`UpdateLabels`	Modify free-form labels used to tag resources.	`PUT /labels/<id>`	Global Settings -> Edit labels	-
`UpdateMultiplePriceLists`		`PUT /price-lists/update`	Global Settings -> Update price lists	-
`UpdateMultiplePriceListPrices`	Update multiple prices and price brackets across pricing tiers.	`PUT /price-lists/update-multiple-brackets` `PUT /price-lists/update-multiple-prices`	Global Settings -> Adjust prices	-
`UpdateNote`	Edit free-form notes attached to resources.	`PUT /notes/<id_>`	Registry -> Edit notes	-
`UpdatePartPaymentAccount`	Modify long-running part-payment accounts for revolving credit.	`PUT /part-payment-accounts/<id_>`	-	-
`UpdatePartPaymentAccountSetting`	Configure per-account part-payment settings.	`PUT /part-payment-accounts/settings/<id_>`	-	-
`UpdatePartPaymentPlan`	Modify closed-end part-payment plans bound to an invoice.	`PUT /part-payment-plans/<id_>`	-	-
`UpdatePartPaymentPlanCollectionBatch`	Update collection batches arising from part-payment plans.	`PUT /part-payment-plans/collection-batches/<id_>`	-	-
`UpdatePartPaymentPlanSetting`	Update plan-level part-payment settings.	`PUT /part-payment-plans/settings/<id_>`	-	-
`UpdatePaymentAccounts`	Update bank account details and payment account settings.	`PUT /payment-accounts/<id_>` `PUT /payment-accounts/<id_>/settings`	Accounting -> Configure accounts	-
`UpdatePaymentMatchingEngine`	Update payment matching engines and connect or disconnect clients from them.	`DELETE /payment-matching-engine/<id_>/clients` `DELETE /payment-matching-engine/<payment_matching_engine_id>/clients/<client_id>` `POST /payment-matching-engine/<id_>/clients` `PUT /payment-matching-engine/<payment_matching_engine_id>`	-	-
`UpdatePaymentMethod`	Edit payment methods (Swish, autogiro, card, etc.).	`PUT /payment-methods/<id_>`	Global Settings -> Edit methods	-
`UpdatePaymentMethodConfiguration`	Update payment method configuration and credentials.	`PUT /payment-methods/configurations/<id_>`	-	-
`UpdatePaymentRequest`	Update payment request status, sync provider status, and retry payouts.	`GET /payment-requests/status/<id_>` `POST /payment-requests/status` `PUT /payment-requests/retry-payout/<payment_request_id>`	-	-
`UpdatePaymentRequestStatus`		`PUT /events/payment-request-complete`	-	-
`UpdatePaymentTransaction`	Update inbound payments received from debtors and reconciled to invoices.	`PUT /payments/<id_>`	Daily Routines -> Edit payments	-
`UpdatePaymentTransactionNote`	Update notes on inbound payments.	`PUT /payments/<id_>/notes/<note_id>`	-	-
`UpdatePaymentTransactionReturns`	Update returned or bounced payment transactions.	`PUT /payment-transactions-returns/<id_>`	Daily Routines -> Update returns	-
`UpdatePriceBracket`	Update a volume or amount bracket within a price list.	`PUT /price-brackets/<id_>`	-	-
`UpdatePriceBrackets`	Replace all price brackets within a price list.	`PUT /price-brackets`	Global Settings -> Set brackets	-
`UpdatePriceListPrices`	Update prices within a pricing-tier definition.	`PUT /price-lists/<price_list_id>/prices`	Global Settings -> Edit prices	-
`UpdateReasonCode`	Update reason codes used in payment matching and rejections.	`PUT /reason-code/<code_>`	Global Settings -> Update codes	-
`UpdateServiceProviderInsuranceAgreement`	Update insurance agreements tied to a service provider.	`PUT /service-provider-insurance-agreement/<id_>`	Registry -> Manage insurance	-
`UpdateSetDefaultInstanceProviders`		`PUT /instance-providers/<id_>/default`	Environment -> Set defaults	-
`UpdateSniCode`		`PUT /global-sni-registry/<code>`	Global Settings -> Update SNI code	-
`UpdateUnplacedPayment`	Update payments that the matching engine could not auto-place.	`PUT /unplaced-payments/<unplaced_payment_id>`	Daily Routines -> Update unplaced payments	-
`UpdateWebhook`	Update webhook configurations.	`PUT /webhook/<id_>`	-	-
`ValidatePaymentReference`	Validate a payment reference number against inbound payments.	`POST /payments/validate-payment-reference`	-	-
`WriteOffOnCollectionBatch`	Write off a collection batch.	`PUT /collection-batches/<collection_batch_id>/writeoff`	-	-
`WriteOffOnPartPaymentPlan`	Write off a part-payment plan.	`PUT /part-payment-plans/<id_>/write-off`	-	-

Payout Management

22 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`AuthorizePayoutBatches`	Authorize a payout batch awaiting bank submission.	`PUT /payout-batches/<id_>/authorize`	Daily Routines -> Authorize payout batches	-
`BookkeepPayoutBatches`	Bookkeep batched payout files awaiting bank submission.	`PUT /payout-batches/<id_>/bookkeep`	Daily Routines -> Bookkeep payout batches	-
`CreatePayoutAccounts`	Create bank accounts that payouts are sent from.	`POST /payout-accounts`	Accounting -> Create payout account	-
`CreatePayoutBatchReport`	Generate a payout batch report document.	`POST /documents/payout-batch-report`	Daily Routines -> Generate payout report	-
`DeletePayouts`	Delete an outbound payout to clients or debtors.	`DELETE /payouts/<id_>`	-	-
`DeletePayoutBatches`	Delete a batched payout file awaiting bank submission.	`DELETE /payout-batches/<id_>`	Daily Routines -> Payouts -> Delete payout batch	-
`ExportPayoutBatches`	Export a payout batch.	`PUT /payout-batches/<id_>/export`	Daily Routines -> Export payouts	-
`GeneratePayoutBatches`	Generate payout batches for bank submission.	`PUT /payout-batches/generate`	Daily Routines -> Generate payouts	-
`ReadPayout`	View payout and blocked payout details.	`GET /blocked-payouts/<id_>` `GET /payouts/<id_>`	-	-
`ReadPayouts`	View lists of payouts and blocked payouts.	`GET /blocked-payouts` `GET /payouts`	-	-
`ReadPayoutSettlementsExternalExport`	Export per-payout settlement accounting for external systems.	`GET /payout-settlements` `GET /payout-settlements/<id_>`	-	-
`ReadPayoutAccount`	View a payout account.	`GET /payout-accounts/<id_>`	Registry -> View payout account	-
`ReadPayoutAccounts`	View bank accounts used for sending payouts.	`GET /payout-accounts`	Accounting -> View bank accounts	-
`ReadPayoutBatch`	View a payout batch.	`GET /payout-batches/<id_>`	Daily Routines -> View payouts	-
`ReadPayoutBatches`	List payout batches awaiting bank submission.	`GET /payout-batches`	-	-
`ReadPayoutFile`	Retrieve a generated payout file in formats like SEPA XML or BG.	`GET /payout-files/<id_>`	-	-
`ReadPayoutFiles`	List generated payout files in formats like SEPA XML or BG.	`GET /payout-files`	-	-
`SearchPayouts`	Search payouts and blocked payouts.	`POST /blocked-payouts/search` `POST /payouts/search`	Daily Routines -> Search payouts	-
`SearchPayoutAccounts`	Search bank accounts payouts are sent from.	`POST /payout-accounts/search`	Registry -> Search payout accounts	-
`SearchPayoutBatches`	Search payout batches awaiting bank submission.	`POST /payout-batches/search`	Daily Routines -> Search payout batches	-
`SearchPayoutFiles`	Search generated payout files in various formats.	`POST /payout-files/search`	-	-
`UpdatePayoutAccounts`	Update bank account information for payouts.	`PUT /payout-accounts/<id_>`	Accounting -> Manage payout accounts	-

Reminder Management

19 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`AuthorizeReminders`	Authorize payment reminders.	`PUT /reminders/authorize`	Daily Routines -> Authorize reminders	-
`BookkeepReminders`		`PUT /reminders/bookkeep`	Daily Routines -> Bookkeep reminders	-
`DeleteReminders`	Delete reminders individually or in bulk.	`DELETE /reminders/<id_>` `POST /reminders/bulk-delete`	Daily Routines -> Reminders -> Delete reminder	-
`GenerateReminders`	Generate payment reminders.	`PUT /reminders/generate`	Daily Routines -> Generate reminders	-
`ReadReminder`	Retrieve a reminder by its ID.	`GET /reminders/<id_>`	-	-
`ReadReminders`	List reminders and their issuance history.	`GET /reminders`	-	-
`ReadReminderProfile`	Retrieve a reminder profile template by its ID.	`GET /reminder-profiles/<id_>`	Global Settings -> View reminder profiles	-
`ReadReminderProfiles`		`GET /reminder-profiles` `PUT /reminder-profiles/<id_>/copy`	Global Settings -> View reminder profiles	-
`CreateReminderProfileLevels`	Create individual reminder steps within a profile.	`POST /reminder-profile-levels`	Global Settings -> View reminder profiles	-
`ReadReminderProfileLevel`	Retrieve an individual reminder step within a profile.	`GET /reminder-profile-levels/<id_>`	-	-
`ReadReminderProfileLevels`	List individual reminder steps within a profile.	`GET /reminder-profile-levels`	-	-
`RemoveReminderProfileLevels`	Delete reminder profile levels.	`DELETE /reminder-profile-levels/<id_>`	Global Settings -> Delete reminder levels	-
`ReportInvalidAddressReminders`	Mark reminders as having invalid addresses.	`PUT /reminders/<id_>/invalid-address`	-	-
`SearchReminders`	Search reminder issuance and history.	`POST /reminders/search`	Daily Routines -> Search reminders	-
`SearchReminderProfiles`	Search reminder templates for cadence and content.	`POST /reminder-profiles/search`	Global Settings -> Search reminder profiles	-
`SearchReminderProfileLevels`	Search individual reminder steps within profiles.	`POST /reminder-profile-levels/search`	Global Settings -> Search reminder steps	-
`SetDefaultReminderProfiles`	Mark a reminder profile as default.	`PUT /reminder-profiles/<id_>/default`	-	-
`UpdateReminderProfiles`	Update reminder profile templates for cadence and content.	`PUT /reminder-profiles/<id_>`	Global Settings -> Update profiles	-
`UpdateReminderProfileLevels`	Update individual reminder steps within a profile.	`PUT /reminder-profile-levels/<id_>`	Global Settings -> Manage levels	-

Reports & Analytics

20 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`AuthorizeTransactionReports`	Authorize generated transaction reports for compliance.	`PUT /reports/transaction-reports/authorize`	Daily Routines -> Authorize transaction reports	-
`CreateQueryReportScheduler`	Create recurring schedules for custom query reports.	`POST /scheduler/query-report`	-	Reports -> Schedule report
`DeleteQueryReportScheduler`	Delete scheduled custom query reports.	`DELETE /scheduler/query-report/<id_>`	-	Reports -> Delete scheduled report
`SearchQueryReportScheduler`	Search scheduled query reports.	`POST /scheduler/query-report/search`	-	-
`UpdateQueryReportScheduler`	Configure recurring custom query reports and manage recipients.	`DELETE /scheduler/query-report/<id_>/recipient/<email>` `POST /scheduler/query-report/<id_>/recipients` `PUT /scheduler/query-report/<id_>`	-	Reports -> Configure delivery
`ReadQueryReportScheduler`	View scheduled custom query reports.	`GET /scheduler/query-report` `GET /scheduler/query-report/<id_>`	-	-
`CreateBookkeepingFileScheduler`	Set up recurring exports of bookkeeping files.	`POST /scheduler/bookkeeping-file`	-	-
`ReadBookkeepingFileScheduler`	View scheduled bookkeeping file exports.	`GET /scheduler/bookkeeping-file` `GET /scheduler/bookkeeping-file/<id_>`	-	-
`UpdateBookkeepingFileScheduler`	Configure recurring bookkeeping file exports and manage recipients.	`DELETE /scheduler/bookkeeping-file/<id_>/recipient/<email>` `POST /scheduler/bookkeeping-file/<id_>/recipients` `PUT /scheduler/bookkeeping-file/<id_>`	-	-
`DeleteBookkeepingFileScheduler`	Delete scheduled bookkeeping file exports.	`DELETE /scheduler/bookkeeping-file/<id_>`	-	-
`SearchBookkeepingFileScheduler`	Search scheduled bookkeeping file exports.	`POST /scheduler/bookkeeping-file/search`	-	-
`ExportTransactionReports`	Export generated transaction reports.	`PUT /reports/transaction-reports/export`	Daily Routines -> Export reports	-
`GenerateTransactionReports`	Generate transaction reports.	`PUT /reports/transaction-reports/generate`	Daily Routines -> Generate reports	-
`QueryReport`	Query custom SQL-style report definitions and runs.	`POST /reports/query-reports/<id_>/query`	Accounting -> Query report Registry -> Query report Daily Routines -> Query report	Reports -> Query report
`ReadQueryReport`	View a custom SQL-style report definition by ID.	`GET /reports/query-reports/<id_>`	Reports -> View report	-
`ReadQueryReports`	View custom SQL-style report definitions and runs.	`GET /reports/query-reports`	-	Reports -> View reports
`ReadTransactionReport`	View a generated transaction report for compliance.	`GET /reports/transaction-reports/<id_>`	-	-
`ReadTransactionReports`	View generated transaction reports for compliance.	`GET /reports/transaction-reports`	-	-
`SearchQueryReports`	Search custom SQL-style report definitions and runs.	`POST /reports/query-reports/search`	Reports -> Search query reports	-
`SearchTransactionReports`	Search generated transaction reports for compliance.	`POST /reports/transaction-reports/search`	Daily Routines -> Search transaction reports	-

Module Management

1 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`ReadModules`		`GET /modules` `GET /modules/<id_>`	Environment -> View modules	-

Statistics

2 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`ReadProductStatistics`		`POST /statistics/product/<client_id>/ledger-snapshot` `POST /statistics/product/<client_id>/open-balance`	-	Dashboard -> View statistics
`ReadOverdueStatistics`	View overdue-receivables statistics.	`POST /statistics/overdue/<client_id>/ledger-snapshot` `POST /statistics/overdue/<client_id>/open-balance`	-	Dashboard -> View overdue stats

System & Administration

22 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CalculateStatusSystemErrands`	Trigger a status recalculation on a system-generated errand.	`PUT /errands/system/<id_>/calculate-status`	-	-
`CloseCeleryTasks`		`PUT /celery-task/close`	-	-
`CloseSystemErrands`	Mark system-generated operational tasks as completed.	`PUT /errands/system/<id_>/close`	-	Errands -> Close errand
`ForceCloseSystemErrands`	Force close system-generated errands.	`PUT /errands/system/<id_>/force-close`	-	Errands -> Close errands
`CreateSystemBankAccount`	Create and manage system bank accounts.	`POST /system-bank-accounts` `PUT /system-bank-accounts/<id_>`	-	-
`CreateValidationErrorErrands`		`POST /errands/system/invoice-validation-errors/<invoice_id>`	-	-
`GetCeleryTaskId`	Retrieve the latest Celery task ID for background jobs across pricing, charges, reminders, and engine rules.	`GET /celery-task/latest-task-id/<task_name>` `GET /charges/authorize/latest-task-id` `GET /charges/bill/latest-task-id` `GET /charges/generate/latest-task-id` `GET /engine-rule/run-validation/latest-task-id` `GET /payment-batches/bookkeep/latest-task-id` `GET /payment-batches/match/latest-task-id` `GET /payment-files/import/latest-task-id` `GET /price-lists/update-multiple-brackets/latest-task-id` `GET /price-lists/update-multiple-prices/latest-task-id` `GET /reminders/authorize/latest-task-id` `GET /reminders/bookkeep/latest-task-id` `GET /reminders/generate/latest-task-id`	Daily Routines -> View task status	-
`GetCeleryTaskStatus`		`GET /celery-task/<task_id>`	Daily Routines -> View task status	-
`GetValidationErrorErrands`		`GET /errands/system/invoice-validation-errors`	-	Errands -> View errors
`PerformSystemErrands`	Perform system-generated errands requiring operator action.	`PUT /errands/system/<id_>/perform`	SystemErrandList -> Perform errand	-
`ReadSystemBankAccount`	Search system bank accounts.	`POST /system-bank-accounts/search`	-	-
`ReadSystemErrand`	View system-generated errands and their events.	`GET /errands/system/<id_>` `GET /errands/system/<id_>/events`	Daily Routines -> View errands	Errands -> View errands
`ReadSystemErrands`	View system-generated errands requiring operator action.	`GET /errands/system`	-	-
`ReadSystemErrandCounts`	View pending system errand counters.	`GET /reports/system-errand-counts`	-	Dashboard -> View errand counts
`ReadSystemExchangeRates`	View daily exchange rate snapshots.	`GET /system/exchange-rates`	Daily Routines -> View exchange rates	-
`ReadSystemSetting`	View tenant-wide system settings.	`GET /system-setting` `GET /system-setting/<key_>`	Environment -> View settings	-
`ResolveSystemErrands`	Resolve system-generated errands requiring operator attention.	`PUT /errands/system/<id_>/resolve`	Registry -> Resolve errands	Errands -> Resolve system errands
`SearchSystemErrands`	Search system-generated errands requiring operator action.	`POST /errands/system/search`	Daily Routines -> Search errands	-
`SearchSystemErrandCounts`	Search counters of pending system errands.	`POST /reports/system-errand-counts/search`	-	-
`UpdateErrandSuggestion`	Update monitoring suggestions for system-generated errands.	`PUT /errands/system/<errand_system_id>/update-monitoring-suggestion`	-	-
`UpdateSystemSetting`	Update tenant-wide system settings.	`PUT /system-setting/<key_>`	-	-
`ViewDeveloperTools`	Access the admin Developer Tools / Developer Mode drawer (live API and webhook logs, cache, access and environment panels). UI capability only.	-	Developer Mode (user menu)	-

Template Management

15 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`ConnectLogotypeToTemplate`	Add a logo to a fee or interest template.	`PUT /client-financial-price-template/<id_>/logotype`	-	-
`CreateDocumentTemplate`	Create templated documents such as invoices and reminders.	`POST /document-templates`	Global Settings -> Create template	Dashboard -> Create template
`CreateDocumentTemplatePlaceholders`	Add placeholders to document templates.	`POST /document-templates/<id_>/placeholders`	Global Settings -> Add placeholders	-
`CreateTemplate`	Create fee and interest templates for client accounts.	`POST /client-financial-price-template`	-	-
`DeleteDocumentTemplate`	Delete document templates (invoices, reminders, etc.).	`DELETE /document-templates/<id_>`	Global Settings -> Collection Settings -> Delete document template	-
`DeleteDocumentTemplatePlaceholders`	Delete placeholders from document templates.	`DELETE /document-templates/<id_>/placeholders/<pc_id>`	-	-
`EditTemplate`	Enable or disable fee and interest templates for clients.	`PUT /client-financial-price-template/<id_>/enabled`	-	-
`ReadDocumentTemplate`	View templated documents like invoices and reminders.	`GET /document-templates/<id_>`	-	-
`ReadDocumentTemplates`	View document templates for invoices, reminders, and other documents.	`GET /document-templates`	-	-
`ReadTemplate`	View and search client fee and interest templates.	`GET /client-financial-price-template` `GET /client-financial-price-template/<id_>` `GET /settings/client-financial-price-template/<template_id>` `GET /settings/client-financial-price-template/flag/<template_id>` `POST /settings/client-financial-price-template/search`	Global Settings -> View price lists Registry -> View client templates	-
`SearchDocumentTemplates`	Search document templates for invoices and reminders.	`POST /document-templates/search`	Global Settings -> Search templates	-
`UpdateDocumentTemplate`	Update document templates such as invoices and reminders.	`PUT /document-templates/<id_>`	Global Settings -> Update templates	-
`UpdateDocumentTemplatePlaceholders`	Update placeholders in document templates such as invoices and reminders.	`PUT /document-templates/<id_>/placeholders/<pc_id>`	Global Settings -> Update placeholders	-
`UpdateSetDefaultDocumentTemplates`	Mark a document template as the default.	`PUT /document-templates/<id_>/default`	-	-
`UpdateTemplate`	Update client financial price templates and their settings.	`DELETE /settings/client-financial-price-template/<template_id>/<setting_key>` `PUT /client-financial-price-template/<id_>` `PUT /settings/client-financial-price-template/<template_id>` `PUT /settings/client-financial-price-template/flag/<template_id>`	Global Settings -> Update price templates	-

User & Access Management

33 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`AddRoleRight`	Add rights to a role definition.	`POST /roles/<id_>/rights/<right_id>`	-	-
`ChangeMfaUsers`	Change multi-factor authentication settings for user accounts.	`PUT /users/<id_>/change-mfa`	-	-
`ChangePasswordUsers`	Change user account passwords.	`PUT /users/<id_>/change-password`	Environment -> Change user password	Configure -> Change password
`CreateContentUserSetting`		`POST /content-user-setting`	-	-
`CreateRoles`	Create roles with bundled rights.	`POST /roles`	-	-
`CreateUsers`	Create tenant users with default roles based on user type.	`POST /users`	Environment -> Create user	Configure -> Add user
`CreateUserGroups`	Create user groups for bulk role assignment and permission control.	`POST /user-groups`	-	-
`CreateUserGroupUsers`		`POST /user-groups/<id_>/users`	-	-
`CreateUserRoles`		`POST /users/<id_>/roles`	Environment -> Assign user role	-
`DeleteContentUserSetting`		`DELETE /content-user-setting/<id>`	-	-
`DeleteRole`	Delete role definitions and their bundled rights.	`DELETE /roles/<id_>`	-	-
`DeleteUserGroups`	Delete user groups used for bulk role and permission management.	`DELETE /user-groups/<id_>`	-	-
`DeleteUserGroupUsers`	Remove users from a user group.	`DELETE /user-groups/<id_>/users/<user_id>`	-	-
`DeleteUserRoles`	Remove roles from users (super-user only).	`DELETE /users/<id_>/roles/<role_id>`	Environment -> Roles -> Delete user role	-
`ReadContentUserSetting`		`GET /content-user-setting/<type>`	-	-
`ReadContentUserSettings`		`GET /content-user-setting`	-	-
`ReadRole`	View a role and the rights bundled into it.	`GET /roles/<id_>`	-	-
`ReadRoles`	List all roles and their bundled rights.	`GET /roles`	-	-
`ReadUser`	View a tenant user, including their roles and activation state.	`GET /users/<id_>`	Environment -> View users	Configure -> View users
`ReadUsers`	List and view user accounts and system users.	`GET /ping/secured` `GET /users` `GET /users/system`	-	-
`ReadUserGroup`	View a user group for role assignment and permission control.	`GET /user-groups/<id_>`	-	-
`ReadUserGroups`	List user groups for role assignment and permission control.	`GET /user-groups`	Registry -> View user groups	-
`ReadUserGroupUsers`	View users within a user group.	`GET /user-groups/<id_>/users`	-	-
`ReadUserRoles`	View roles assigned to a tenant user.	`GET /users/<id_>/roles`	Environment -> View user roles	-
`RemoveRoleRight`	Remove rights from a role definition.	`DELETE /roles/<id_>/rights/<right_id>`	-	-
`ResetMfaUsers`	Reset multi-factor authentication for a user and send enrollment.	`POST /users/reset-auth0-mfa`	Environment -> Reset MFA	-
`SearchUsers`	Search tenant users.	`POST /users/search`	Registry -> Search users Environment -> Search users	Configure -> Search users
`SearchUserGroups`	Search user groups.	`POST /user-groups/search`	Registry -> Search groups	-
`ToggleSuperUsers`	Toggle super-user status for tenant users.	`PUT /users/<id_>/toggle-super-user`	-	-
`ToggleUsers`	Activate or deactivate tenant user accounts.	`PUT /users/<id_>/toggle`	Environment -> Toggle users	Configure -> Activate or deactivate users
`UpdateContentUserSetting`		`PUT /content-user-setting/<id>`	-	-
`UpdateUsers`	Update tenant user accounts.	`PUT /users/<id_>`	Environment -> Update users	Configure -> Update user accounts
`UpdateUserGroups`	Update user groups for bulk role assignment and permission control.	`PUT /user-groups/<id_>`	-	-

Voucher Management

20 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`CreateSyncVoucherEvents`	Receive and process voucher completion events from an ERP system.	`POST /events/sync-voucher-complete`	-	-
`CreateVouchers`	Create a voucher.	`POST /vouchers`	Accounting -> Create voucher	-
`ExportExternalVouchers`	Mark vouchers as exported to external systems.	`PUT /vouchers/<id_>/external/export`	-	-
`ExportVouchers`	Mark vouchers as exported.	`PUT /vouchers/<id_>/export`	-	-
`ExternalBookkeepVouchers`	Mark vouchers as bookept in an external system.	`PUT /vouchers/<id_>/external/bookkeep`	-	-
`ExternalFailVouchers`	Mark vouchers as failed in external systems.	`PUT /vouchers/<id_>/external/fail`	-	-
`ReadVoucher`	View vouchers and their summaries.	`GET /vouchers/<id_>` `GET /vouchers/summary/<relation>/<topic>/<id_>`	Accounting -> View vouchers	-
`ReadVouchers`	List vouchers.	`GET /vouchers`	-	-
`ReadVouchersExternalExportPayments`		`GET /vouchers/external/export/payments`	-	-
`ReadVouchersExternalExportVouchers`		`GET /vouchers/external/export/vouchers`	-	-
`ReadVoucherPosting`	Retrieve a voucher posting.	`GET /voucher-postings/<id_>`	-	-
`ReadVoucherPostings`	List voucher postings.	`GET /voucher-postings`	-	-
`ReadVoucherSettingsLockedPeriod`	View voucher locked period settings.	`GET /vouchers/settings/locked-period`	Accounting -> View locked periods	-
`RetryVoucherPostingCreate`	Retry voucher requests.	`POST /voucher-request/<id_>/retry`	-	-
`ReverseVouchers`	Reverse vouchers.	`PUT /vouchers/<id_>/reverse`	Accounting -> Reverse vouchers	-
`SearchVouchers`	Search vouchers.	`POST /vouchers/search`	Accounting -> Search vouchers Registry -> View invoices	-
`SearchVoucherPostings`	Search individual posting rows on vouchers.	`POST /voucher-postings/search`	Accounting -> View postings	-
`SupportResendVoucher`	Resend vouchers externally and send individual historic vouchers via webhook.	`POST /vouchers/<id_>/webhook-export` `PUT /vouchers/<id_>/external/resend`	-	-
`SupportUpdateVoucherStatus`	Update the external status of a voucher.	`PUT /vouchers/<id_>/external/status`	-	-
`UpdateVoucherSettingsLockedPeriod`		`PUT /vouchers/settings/locked-period`	Accounting -> Update voucher settings	-

Strawbay

3 rights.

Right	Description	API endpoints	Operations Portal	Client UI
`StrawbayOnboarding`	Manage the Strawbay ERP integration onboarding flow, including starting, cancelling, and completing the connection.	`GET /strawbay` `GET /strawbay/onboarding` `POST /strawbay/onboarding/complete` `POST /strawbay/onboarding/error` `POST /strawbay/onboarding/start` `PUT /strawbay/connection/linking-retry` `PUT /strawbay/onboarding/cancel`	-	-
`StrawbayConnection`		`GET /strawbay` `GET /strawbay/connection` `PUT /strawbay/connection/linking-retry` `PUT /strawbay/connection/stop`	-	-
`StrawbayFlow`		`GET /strawbay/flow`	-	-