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Version: v2

Client roles configuration

Retrieve and update the configuration for client roles and group roles.

A client is any person who comes to you and requires your financial products, whether that means they need a current account, a loan or any other type of product that you provide. A group can include multiple clients having some unifying relationship. You can specify particular client roles and group roles. For more information about this resource, see Client and Group Roles Configuration in our User Guide.

Your user or API consumer must have the View Manage Configuration As Code (GET_MANAGE_CONFIGURATION_AS_CODE) and/or Update Manage Configuration As Code (PUT_MANAGE_CONFIGURATION_AS_CODE) permissions to make GET and/or PUT requests to these configuration as code (CasC) endpoints. For more information about CasC, see Configuration as Code Overview.