Account User(s)
Last updated
Last updated
This action retrieves information about user(s) in your White Swan account. This does not include Referred Clients.
A White Swan for partners account allows you an unlimited amount of account users for free and offers permission control functions to manage your team.
Input (Search) Fields:
Field Name | Field Type | Example Value | Description |
---|---|---|---|
Output Fields:
Field Name | Field Type | Example Value | Description |
---|---|---|---|
User Email
Text
john.doe@example.com
Optionally, you can get a specific user by specifying their email here.
User Name
Text
John Doe
The name of the account user.
User Email
Text
john.doe@example.com
The email address of the account user.
User Permission Level
Text
Admin
The permission level assigned to the account user.
Referred Clients
Line Item(s)
-
Details of clients referred by the account user.
-Full Name
Text
Alice Johnson
The name of the client referred by the account user.
Text
alice.johnson@example.com
The email address of the client referred by the account user.
-Associated Request(s) ID
List
1234567890x0987654321
The ID of the plan request(s) associated with the referred client.
-Associated Plan(s) ID
List
1234567890x1122334455
The ID of the personal plan(s) associated with the referred client.
Referred Partners
Line Item(s)
-
Details of other partners referred by the account user.
-Partner Name
Text
Sample Bank
The name of other partners referred by the account user.
-Count of Requests
Number
5
The number of requests associated with the other partner referred by the account user.
-Count of Issued Policies
Number
2
The number of issued policies associated with the other partner referred by the account user.
Total Amount Credited for User Associated Referrals
Number
10000
The total amount credited to the account user for their associated end-user and client referrals.