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.

Tip

Search this page with Ctrl/Cmd-K (jumps to a right by name via the site search index) or your browser’s Ctrl/Cmd-F (plain-text find on this page). They behave differently and both are useful.

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

5 rights.

Right	Description	API endpoints	Operations Portal	Client UI
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_>	-	-
ReadSignatureRequests	Retrieve a signature request for an invoice.	GET /invoices/<id_>/signature-request	-	-
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	Registry -> 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/requests/<id_> GET /invoices/table/<id_>	Registry -> View invoices	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

320 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_>	-	-
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	-	-