Account Creation

Create a new account under your directory. Most account details are cloned from an existing template to allow quick setup

You can try it by clicking the next button!

Run in Postman

Body Params
string
required

Account first name

string
required

Account last name

string
required

Account email address

string

Admin country name. This is REQUIRED if the admin_phone parameter is sent

string

Admin phone number. e.g. 800-286-9513

string

Business country. This is REQUIRED if the phone parameter is sent

string

Business phone number. e.g. 800-286-9513

string
required

ID of the template to create the account from

string

Password to assign to user

string

Account business/company name. e.g. 'The Tax Advisors'

string

Business description. e.g. 'Tax consulting services'

string

Account business address

string

For more details and available options please contact your account manager

string

Suspend the account "to do" list (onboarding) If you want to edit the account settings before handing it to the account owner, send 'in_setup' to suspend the account "to do" list. Send 'completed' if you do not want to suspend the account "to do" list

string

You can use your own external ID to manage accounts

string

Account time zone. e.g. Central Time (US & Canada)

string

Tags per account. Will be displayed in the Partner Dashboard. Separate with a comma

Headers
string
required

Token token="aaaabbbbccccddddeeeeffff11112222"

Responses

Language
Request