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Account Manager Assignments

This page describes how to get a list of account managers that can be assigned to quotes and how to assign account managers to a quote.

List of account managers that can be assigned​

To get valid account manager roles for quotes (e.g. for a dropdown when creating or assigning), use the Roles endpoint with the am_only query parameter.

Endpoint​

METHODEndpointDescriptionPath Parameters
GET/api/orgs/:org_id/roles/List roles for the orgorg_id
  • :org_id your OpenSolar Organization ID

Use the supplier’s organisation ID as org_id so that the list is restricted to roles in that supplier org. With am_only=1 (or am_only=true), the response includes only roles that are account managers or org admins. Those are the roles that can be assigned to quotes for that supplier.

Request 
curl "https://api.opensolar.com/api/orgs/123/roles/?am_only=1" \
  --header "Authorization: Bearer <token>"
Response

Array of role objects (same shape as in Roles). Only roles that are account managers or admins in that org are returned.

Assigning an account manager to a quote​

Account managers on a quote are set on the quote resource.

Use the Supplier Quotes API to update the quote and send the desired account manager role URLs in account_managers.

Endpoint​

METHODEndpointDescriptionPath Parameters
PATCH/api/suppliers/:org_id/quotes/:quote_id/Partially update a quoteorg_id, quote_id
  • :org_id your OpenSolar Organization ID
  • :quote_id - ID number of the quote
Request 
curl -X PATCH "https://api.opensolar.com/api/suppliers/123/quotes/456/" \
  --header "Authorization: Bearer <token>" \
  --header "Content-Type: application/json" \
  --data '{
    "account_managers": [
      "https://api.opensolar.com/api/orgs/123/roles/5/"
    ]
  }'
Response

Returns the full updated quote object. The account_managers and account_manager_data fields reflect the new assignment.

To clear account managers from a quote, send an empty array: "account_managers": [].