Manage persons
Learn how to manage the persons responsible for the organization entities.
Overview
Entities of type organization
can have responsible persons' information associated with them.
Roles and permissions
To use the
/persons*
endpoints with an entity user token, this entity user must have a role with theperson
permission.If using a partner-level token, no special permissions are needed.
Add a person to an entity
To add a person to an entity, call POST /entities/{entity_id}/persons
:
curl -X POST 'https://api.sandbox.monite.com/v1/entities/{entity_id}/persons' \
-H 'X-Monite-Version: 2024-01-31' \
-H 'Authorization: Bearer ACCESS_TOKEN' \
-H 'Content-Type: application/json' \
-d '{
"address": {
"country": "DE",
"line1": "Flughafenstrasse 52",
"line2": "Additional information",
"postal_code": "10115",
"city": "Berlin",
"state": "BE"
},
"date_of_birth": "1993-03-14",
"first_name": "Mary",
"last_name": "O\'Brien",
"email": "[email protected]",
"phone": "+4903023125000",
"relationship": {
"title": "CEO",
"representative": false,
"executive": true,
"director": false,
"owner": false,
"percent_ownership": 10
},
"id_number": "NL000099998B57",
"ssn_last_4": "0001"
}'
Notes:
- An entity can have only one
relationship.representative
. id_number
is an optional field required only forNL
onboarding for payment acceptance.ssn_last_4
is an optional field required only forUS
onboarding for payment acceptance
The successful response returns the ID assigned to this person, along with the information passed in the request:
{
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"created_at": "2023-03-14T15:08:12.037Z",
"updated_at": "2023-03-14T15:08:12.037Z",
"first_name": "Mary",
"last_name": "O'Brien",
...
}
List all persons
To get information about all persons associated with the specified entity, call
GET /entities/{entity_id}/persons
.
Retrieve a person
To get information about a specific person associated with the specified entity, call
GET /entities/{entity_id}/persons/{person_id}
.
Edit a person
To edit an existing person of the specified entity, call
PATCH /entities/{entity_id}/persons/{person_id}
.
Delete a person
To delete an existing person from the list of persons associated with the specified entity, call
DELETE /entities/{entity_id}/persons/{person_id}
.
Updated about 1 month ago