Skip to content

Latest commit

 

History

History
299 lines (241 loc) · 9.53 KB

users.md

File metadata and controls

299 lines (241 loc) · 9.53 KB
Raw

Users

Paymo users are assigned to a company. The types of users are:

  • Admins, have rights to everything in a company.
  • Employees, have rights only to the projects they are assigned to.
  • Project Managers, same as Employees users, but with manager roles for some projects.
  • Guests, limited access users for specific projects, usually represents a client.

To access Paymo, a user must be activated. The opposite of being activated is being retired (or archived) from Paymo. Retired users cannot log into Paymo.

The maximal number of active users in a company is set up in the Paymo subscription. Guest users do not count towards subscription user limit.

Getting users

You can list users by making a GET request to:

  • /api/users for a list of all users in the company.
  • /api/users?where=active=true for a list of active users only.
  • /api/users?where=active=false for a list of retired users.
  • /api/users?where=type=Admin for a list of admin users.
  • /api/users?where=type=Employee for a list of employees.

Example response for listing requests:

{
   "users": [
      {
         "id": 1,
         "name": "Michael Scott",
         "email": "[email protected]",
         "type": "Admin",
         "active": true,
         "phone": "860-437-7283",
         "skype": null,
         "position": "CEO",
         "workday_hours": 10,
         "price_per_hour": 80,
         "image": "https://app.paymoapp.com/assets/1/users/michael.jpg",
         "created_on": "2013-08-01T13:09:16Z",
         "updated_on": "2015-01-06T19:53:51Z",
         "timezone": "US/Eastern",
         "date_format": "m/d/Y",
         "decimal_sep": ".",
         "language": "en",
         "thousands_sep": "",
         "time_format": "H:i",
         "week_start": "1",
         "assigned_projects": [
            28917,
         ],
         "managed_projects": [
            28917
         ]
      },   
      {
         "id": 2,
         "name": "Dwight Schrute",
         "email": "[email protected]",
         "type": "Employee",
         "active": true,
         "timezone": "US/Central",
         "phone": "860-437-1329",
         "skype": null,
         "position": "Marketing",
         "workday_hours": 8,
         "price_per_hour": 45,
         "image": "https://app.paymoapp.com/assets/1/users/dwight.jpg",
         "created_on": "2013-06-26T12:07:44Z",
         "updated_on": "2014-10-15T12:56:43Z",
         "date_format": "m/d/Y",
         "decimal_sep": ".",
         "language": "en",
         "time_format": "H:i",
         "week_start": "1",
         "assigned_projects": [
            28918,
            28936
         ],
         "managed_projects": [
            28936
         ]
      }      
   ]
}

You can also include related content when getting the list of users.

Getting a user

To get the user's info, make a GET request to:

  • /api/users/[USER_ID]

Example of response:

{
   "users": [
      {
         "id": 1,
         "name": "Michael Scott",
         "email": "[email protected]",
         "type": "Admin",
         "active": true,
         "phone": "860-437-7283",
         "skype": null,
         "position": "CEO",
         "workday_hours": 10,
         "price_per_hour": 80,
         "image": "https://app.paymoapp.com/assets/1/users/michael.jpg",
         "created_on": "2013-08-01T13:09:16Z",
         "updated_on": "2015-01-06T19:53:51Z",
         "timezone": "US/Eastern",
         "date_format": "m/d/Y",
         "decimal_sep": ".",
         "language": "en",
         "thousands_sep": "",
         "time_format": "H:i",
         "week_start": "1",
         "assigned_projects": [
            28917,
         ],
         "managed_projects": [
            28917
         ]
      }
   ]
}

You can also include related content when getting a user.

Creating a user

To create a user, make a POST request to:

  • /api/users

with the request body containing the new user info, as in the example below:

{
    "email": "[email protected]",
    "type": "Employee",
    "assigned_projects": [28917],
    "password": "secret"
}

If successful, the response will return 201 Created. The response body will contain the new user info as in the Getting a user section.

If your company does not have a paid Paymo subscription or you have reached the active users limit set up by the subscription, you will get a 403 Error: Could not add user. Maximum number of users reached.

If the password attribute is sent, the user will have the desired password. If not, the user will not have a password set. If the user is added from the Paymo application, a Welcome to Paymo email will be sent which contains a link that will take the user through the setup process, where a name and a password will be set.

Required fields

When creating a user: email.

Updating a user

To update an existing user, make a POST or PUT request to:

  • /api/users/[USER_ID]

with the request body containing the updated info. You can send only the changed fields.

Example of request body if you want to change the list of assigned projects of a user:

{
    "assigned_projects": [28917, 28918]
}

Changing user password

To change a user's password, make an update request with new password, as in:

{
    "password": "new password"
}

Archiving (retiring) or activating a user

To archive a user, make an update request with the following request body:

{
    "active": false
}

To activate, send a true value.

Adding a profile photo

To add a user profile photo, make a POST request to:

  • /api/users/[USER_ID]

The request content-type should be multipart-form-data and the file field name equal to image. Here's an example using curl command line:

curl -u email:password
  -H 'Accept: application/json'
  -F "[email protected]"
  https://app.paymoapp.com/api/users/12345

Accepted image file formats are: JPEG, PNG, GIF.

The profile image of an user can be added when creating the user. In that case, all the user fields should be send in multipart-form-data format together with the file.

Deleting a user

To delete a user, make a DELETE request to:

  • /api/users/[USER_ID]

Warning

Deleting a user will also delete all time logged by that user!

The user object

A user object has the following attributes:

Attribute Type Description
id integer (read-only) Unique user identifier
name text Full name
email email Email address. There are no two active users in Paymo with the same email address. Email is used to receive notifications from Paymo as well as to log into Paymo.
type text Account type. Available options: Admin, Employee, Guest.
active boolean If true the user is active and can use Paymo, otherwise it is retired (archived).
timezone text User timezone. List of available options
phone text Phone number
skype text Skype account name
position text Job position description
workday_hours decimal Number of working hours in a day. It is used to compute user performance.
price_per_hour decimal Price per hour. It is used in invoicing to compute the cost of worked time.
created_on datetime (read-only) Date and time when the user was created
updated_on datetime (read-only) Date and time when the user was last updated
image url User profile image URL
image_thumb_large url (read-only) User profile image large size thumbnail URL
image_thumb_medium url (read-only) User profile image medium size thumbnail URL
image_thumb_small url (read-only) User profile image small size thumbnail URL
date_format text Format for displaying dates in the application. Available options: Y-m-d, d/m/Y, m/d/Y, d.m.Y.
time_format text Format for displaying time values. Available options: H:i for 24-hour format, h:i a for 12-hour format.
decimal_sep text Decimal separator for displaying numeric values
thousands_sep text Thousands separator for displaying numeric values
week_start text Numeric value in the range 0-6 representing the day the week starts, 0 being Sunday, 6 being Saturday.
language text Paymo user interface language
theme text Paymo user interface theme name
assigned_projects list List of projects ids to which the user is assigned
managed_projects list List of projects ids that the user manages. This list is a subset of assigned_projects.
is_online boolean (read-only) If true the user is logged into Paymo.
password text (only for create/update requests) User password when creating or updating a user.

Dependent objects

The following object types ca be used in includes:

Object type Include key
Comment comments
Discussion discussions
Time Entry entries
Expense expenses
File files
Milestone milestones
Report reports