User Management
Within each Account there must be at least one User to auth with. A User represents a single group of Messages, Preferences, and Settings. Different systems also refer to users in various, sometime overlapping, ways; for example: providers, doctors, nurses, admins, office, etc.
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User Management
The Updox API provides three methods to create a user: UserCreate, UserUpdate, and UserSave.
Creating or updating a User requires account-level credentials.
UserCreate
UserCreate is an explicit call to create a new User. It accepts multiple fields of both information about the User as well as settings, though only the firstName and lastName fields are required. Providing Account information will help to reference the User for support issues, while providing settings may be required for use in a particular integration.
- Samples and examples using the UserCreate API method
- Interactive API page for the UserCreate API method
User Information Fields
userId
Note that when creating a User, the userId passed into the Application Authentication header with the request will become the new userId used to reference and auth with the newly created User. If that userId is already in use, then the request will fail.
firstName
middleName
lastName
address1
address2
city
state
postal
User Settings Fields
active
The active setting for Users sets the active status. An inactive User will be denied authorization, and for security any attempt to auth will be met with the same unauthorized message as invalid credentials. The exceptions to this are the methods UserUpdate and UserSave which allow re-activation of a User. Thus, care must be taken when setting the active flag.
directAddress
The directAddress setting for Users sets the direct address for that User. This is the address that will be used for direct messages sent from the User. Direct messages sent from and to the User are viewable only by that User, or by others who have visibility to that User's workspace.
loginId and loginPassword
The loginId and loginPassword settings for Users sets the login ID (or username) and login password to be used both for the Individual Authorization for that user, and for logging into the full Updox application.
timeZone
The timeZone setting for Users sets the timeZone for the User which effects the representation of date-times for items. The default value is Zulu time, and the valid values are:
- America/Anchorage
- America/Chicago
- America/Denver
- America/New_York
- America/Los_Angeles
- America/Phoenix
- America/Puerto_Rico
- Pacific/Honolulu
- Zulu
UserUpdate
UserUpdate is an explicit call to update the information or settings of a User. It provides the same fields as UserCreate, and every field will be updated with the new values. That is, if a User has a value saved for middleName, then not passing in a value for middleName to UsereUpdate will clear that value.
Note that when updating a User, the userId passed into the Application Authentication header will reference the User to be updated. If a User does not exist for that userId, the request will fail.
- Samples and examples using the UserUpdate API method
- Interactive API page for the UserUpdate API method
UserSave
UserSave is a non-explicit call to *either* create *or* update a User. If a User does not exist for the userId passed into the Application Authentication header, then a new User will be created. Otherwise, the matching User will be updated.
In the respective cases, UserSave performs as UserCreate and UserUpdate.
