Account User(s)

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

User Email

Text

john.doe@example.com

Optionally, you can get a specific user by specifying their email here.


Output Fields:

Field Name
Field Type
Example Value
Description

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.

-Email

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.

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