Project Tools
A project is the container for one membership business: its plans, members, payment methods, resources and connectors.
A project is the container for one membership business: its plans, members, payment methods, resources and connectors. These tools create, read, update, archive and restore projects, the same actions the dashboard's project screens run, so an agent can set a business up or wind it down without touching anything a plan or a member owns.
Tools
DESTRUCTIVE
archive_projectArchive ProjectWRITEcreate_projectCreate ProjectDESTRUCTIVEdelete_projectDelete ProjectDESTRUCTIVEdiscard_portal_design_draftDiscard Portal Design DraftREADget_portal_designGet Portal DesignREADget_projectGet ProjectREADlist_projectsList ProjectsDESTRUCTIVEpublish_portal_designPublish Portal DesignDESTRUCTIVErestore_projectRestore ProjectWRITEupdate_portal_designUpdate Portal DesignDESTRUCTIVEupdate_projectUpdate ProjectHow is this guide?
Last updated on