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  • Getting started
    • Integration types
    • Generating an authentication token
    • Using basic authentication
  • Applicants
    • Creating an applicant
    • Generating a verification link
    • Uploading documents to an applicant
      • Supported Documents and Types
    • Requesting to start the verification process
  • Applicant Results
    • Retrieving applicant verification results
      • Understanding applicant rejection labels
      • Setting up a webhook
    • Downloading verified documents
  • Entities
    • Check types and coverage
    • Creating an entity
    • Generating a verification link
    • Uploading documents to an entity
      • Supported Documents and Types
    • Linking a UBO to an entity
    • Requesting to start the verification process
  • Entity Results
    • Retrieving entity verification results
      • Understanding entity rejection labels
      • Setting up a webhook
    • Retrieving entity ownership structures
    • Retrieving entity questionnaire answers
  • Anti-Money Laundering
    • Retrieving AML results
  • Database Verification
    • Applicants
      • Verifying applicant identity data
    • Entities
      • Verifying entity information
  • Pages
    • Overview
    • Creating a Page
    • Verifying with Pages
  • Domain Names
    • Overview
    • Linking your domain
  • Flow Logic
    • Overview
  • Workspaces
    • Switching Workspaces
  • Modules
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  1. Workspaces

Switching Workspaces

Easily switch your user account between workspaces.

Workspaces allow you to create separate spaces for your applicants, entities, flows, and more. You may want to use workspaces for different teams or partners.

Use this endpoint to switch workspaces, so you can access its data.

Switch workspaces

POST /api-change-workspace

Switch to another workspace

Headers

Name
Value

Content-Type

multipart/form-data

Authorization

Bearer YOUR_TOKEN

Body

Name
Type
Description

workspace

string

The name of the workspace you'd like to switch to (Required)

Request

curl --location 'https://enterprise.personr.co/api/1.1/wf/api-change-workspace' \
--form 'workspace="XYZ Co"'

Response

{
    "status": "success",
    "response": {
        "currentWorkspace": "XYZ Co"
    }
}
{
    "status": "error",
    "response": "Workspace not found"
}

Within the response, you'll receive the workspace your user has been switched to. From there, you can call the API as normal and access the data within your current workspace.

Workspaces act as a hierarchal structure. Users added to a Workspace can access all Workspaces beneath them, but not above.

Ensure your user, or API user, sits at the primary workspace to ensure it has access to all workspaces.

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Last updated 3 months ago

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