API Reference

Users

Endpoints allowing tenants to view and manage their user base

Tenants can add Users into the system and then link them to one or more accounts/portfolios.

Tenants are NOT required to provide any personal or sensitive data about their users.

Tenants need to assign each user a user_unique_identifier which they can link back to their own systems / databases.

In addition to the tenant specific endpoints CIS Portfolio Analytics provides user specific endpoints. These will allow a user entity to access the API for any accounts / portfolios they have been granted access to - see this section for more details.