All integrations

Klipfolio

DATA · DATA & ANALYTICS

Dashboards, Klips, data sources, and clients their own role allows.

Acts as the person, not as itself

Each user connects their own account. Every call carries both identities — the agent and the person it is acting for — so the agent can never reach past what that individual can already do.

Credentials never touch the agent

Tokens live in the vault and attach server-side at call time. The agent holds a session, not a secret, and revoking access does not mean rotating a key.

Every call on the record

Who asked, which agent acted, which action ran, and the verdict that let it through — one audit trail across every integration, not one per vendor.

What an agent can do

Each action is granted on its own. An agent allowed to read is not thereby allowed to write, and the scope beside each row is what the acting user must have connected for it to run at all.

klipfolio_delete_clients_by_idWRITE

Delete a client. Requires the Klipfolio role permission `client.delete`. via DELETE /clients/{client_id}

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klipfolio_delete_clients_by_id_propertiesWRITE

Delete a company property from a client's account. Requires the Klipfolio role permission `client.edit`. via DELETE /clients/{client_id}/properties

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klipfolio_delete_clients_by_id_share_rights_by_group_idWRITE

Delete a client share right for a group. via DELETE /clients/{client_id}/share-rights/{group_id}

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klipfolio_delete_dashboard_published_links_by_published_link_idWRITE

Deletes published link. Requires the Klipfolio role permission `tab.publish`. via DELETE /dashboard-published-links/{published_link_id}

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klipfolio_delete_datasource_instancesWRITE

Delete instances related to a specific data source. Requires the Klipfolio role permission `datasource.delete`. via DELETE /datasource-instances

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klipfolio_delete_datasource_instances_by_id_propertiesWRITE

Delete a specified data source instance. Requires the Klipfolio role permission `dashboard.library`. via DELETE /datasource-instances/{instance_id}/properties

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klipfolio_delete_datasources_by_idWRITE

Delete the data source associated with a specific data source ID. Requires the Klipfolio role permission `datasource.delete`. via DELETE /datasources/{datasource_id}

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klipfolio_delete_datasources_by_id_propertiesWRITE

Delete a data source property. via DELETE /datasources/{datasource_id}/properties

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klipfolio_delete_datasources_by_id_share_rights_by_group_idWRITE

Delete a data source share right for a group. via DELETE /datasources/{datasource_id}/share-rights/{group_id}

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klipfolio_delete_groups_by_idWRITE

Delete a group in the company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /groups/{group_id}

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klipfolio_delete_groups_by_id_default_tabs_by_idWRITE

Delete the specified dashboard (tab) from the group. Requires the Klipfolio role permission `user.manage`. via DELETE /groups/{group_id}/default-tabs/{default_tab_id}

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klipfolio_delete_groups_by_id_users_by_idWRITE

Delete a user from a group. Requires the Klipfolio role permission `user.manage`. via DELETE /groups/{group_id}/users/{user_id}

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klipfolio_delete_klips_by_idWRITE

Delete a specified Klip in the company or client account. Requires the Klipfolio role permission `klip.delete`. via DELETE /klips/{klip_id}

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klipfolio_delete_klips_by_id_annotations_by_idWRITE

Remove an annotation from a specified Klip in the company or client account. Requires the Klipfolio role permission `dashboard.annotation.edit`. via DELETE /klips/{klip_id}/annotations/{annotation_id}

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klipfolio_delete_klips_by_id_share_rightsWRITE

Delete a group’s share rights for the specified Klip. Requires the Klipfolio role permission `klip.share`. via DELETE /klips/{klip_id}/share-rights

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klipfolio_delete_roles_by_idWRITE

Delete the specific role in the company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /roles/{role_id}

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klipfolio_delete_roles_by_id_permissionsWRITE

Delete a specific role permission in the company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /roles/{role_id}/permissions

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klipfolio_delete_roles_by_id_users_by_idWRITE

Delete the specific user from the role in the company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /roles/{role_id}/users/{user_id}

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klipfolio_delete_tabs_by_idWRITE

Delete tab from the company or client account. Requires the Klipfolio role permission `tab.delete`. via DELETE /tabs/{tab_id}

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klipfolio_delete_tabs_by_id_klip_instancesWRITE

Delete a Klip that is on a tab in the company or client account. Requires the Klipfolio role permission `dashboard.tab`. via DELETE /tabs/{tab_id}/klip-instances

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klipfolio_delete_tabs_by_id_share_rights_by_group_idWRITE

Revoke access to a group tab in the company or client account. Requires the Klipfolio role permission `tab.share`. via DELETE /tabs/{tab_id}/share-rights/{group_id}

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klipfolio_delete_users_by_idWRITE

Delete the specified user in the company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /users/{user_id}

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klipfolio_delete_users_by_id_groups_by_idWRITE

Delete a specified user from specified groups in the company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /users/{user_id}/groups/{group_id}

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klipfolio_delete_users_by_id_propertiesWRITE

Delete properties associated with a user in your company or client account. Deleting a user property will delete the property from all users in your account. Requires the Klipfolio role permission `user.manage`. via DELETE /users/{user_id}/properties

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klipfolio_delete_users_by_id_roles_by_idWRITE

Delete the user from a specified role in your company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /users/{user_id}/roles/{role_id}

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klipfolio_delete_users_by_id_tab_instances_by_idWRITE

Delete a user’s tab instance in your company or client account. Requires the Klipfolio role permission `user.manage`. via DELETE /users/{user_id}/tab-instances/{tab_instance_id}

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klipfolio_get_clientsREAD

Collects a list of all the clients associated with the requesting account. Users with admin role privileges have access to all clients. Requires the Klipfolio role permission `client.access`. via GET /clients

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klipfolio_get_clients_by_idREAD

Get the details for the specified client. Requires the Klipfolio role permission `client.access`. via GET /clients/{client_id}

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klipfolio_get_clients_by_id_featuresREAD

Update the status of the specified feature. Users with admin role privileges have access to all clients. Requires the Klipfolio role permission `client.edit`. via GET /clients/{client_id}/features

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klipfolio_get_clients_by_id_propertiesREAD

Retrieve a list of the client's company properties. Requires the Klipfolio role permission `client.access`. via GET /clients/{client_id}/properties

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klipfolio_get_clients_by_id_resourcesREAD

Lists all resources (dashboards, API resources, private links) allocated to a specified client. Users with admin role privileges have access to all clients. Requires the Klipfolio role permission `client.access`. via GET /clients/{client_id}/resources

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klipfolio_get_clients_by_id_settingsREAD

Retrieve a list of settings for a specified client. Requires the Klipfolio role permission `client.access`. via GET /clients/{client_id}/settings

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klipfolio_get_clients_by_id_share_rightsREAD

Get a list of the specified client’s share rights. Requires the Klipfolio role permission `client.access`. via GET /clients/{client_id}/share-rights

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klipfolio_get_dashboard_published_linksREAD

Returns published link details for a single published link or all published links for a specified dashboard. Requires the Klipfolio role permission `tab.publish`. via GET /dashboard-published-links

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klipfolio_get_datasource_instancesREAD

Get a list of all the datasource-instances to which the user has access. Note that the "id" returned is the id of the data source instance - use this id to query for a specific instance. The id of the related data source is "datasource_id". Requires the Klipfolio role permission `dashboard.library`. via GET /datasource-instances

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klipfolio_get_datasource_instances_by_idREAD

Get the details for a specific data source instance id. Note that the "id" returned is the id of the data source instance. The id of the related data source is "datasource_id". *Note: dates are returned in UTC time.*. Requires the Klipfolio role permission `dashboard.library`. via GET /datasource-instances/{instance_id}

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klipfolio_get_datasource_instances_by_id_dataREAD

Get the details for the specific data source ID. Requires the Klipfolio role permission `dashboard.library`. via GET /datasource-instances/{instance_id}/data

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klipfolio_get_datasource_instances_by_id_propertiesREAD

Get the properties for the specific. Requires the Klipfolio role permission `dashboard.library`. via GET /datasource-instances/{instance_id}/properties

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klipfolio_get_datasourcesREAD

Get a list of all the data sources to which the user has access. Requires the Klipfolio role permission `dashboard.library`. via GET /datasources

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klipfolio_get_datasources_by_idREAD

Get the details for the specific data source id. Requires the Klipfolio role permission `dashboard.library`. via GET /datasources/{datasource_id}

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klipfolio_get_datasources_by_id_propertiesREAD

Retrieve a list of a data source's properties. via GET /datasources/{datasource_id}/properties

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klipfolio_get_datasources_by_id_share_rightsREAD

Retrieve a list of a data source's share rights. via GET /datasources/{datasource_id}/share-rights

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klipfolio_get_groupsREAD

Get the details for all groups in the company or client account. via GET /groups

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klipfolio_get_groups_by_idREAD

Get the details for the specific group in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /groups/{group_id}

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klipfolio_get_groups_by_id_default_tabsREAD

Retrieve a list of default tabs (now called dashboards) for a specific group. Requires the Klipfolio role permission `user.manage`. via GET /groups/{group_id}/default-tabs

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klipfolio_get_groups_by_id_default_tabs_by_idREAD

Retrieve the details for a specific group and specific dashboard (tab). Requires the Klipfolio role permission `user.manage`. via GET /groups/{group_id}/default-tabs/{default_tab_id}

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klipfolio_get_groups_by_id_usersREAD

Get the details for all users in a group. Requires the Klipfolio role permission `dashboard.library`. via GET /groups/{group_id}/users

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klipfolio_get_klipsREAD

Get a list of all the Klips the user can access in the company or client account. Requires the Klipfolio role permission `dashboard.library`. via GET /klips

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klipfolio_get_klips_by_idREAD

Get the details for the specified Klip in the company or client account. Requires the Klipfolio role permission `dashboard.library`. via GET /klips/{klip_id}

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klipfolio_get_klips_by_id_annotationsREAD

Retrieve a list of annotations for a specified Klip in the company or client account. Requires the Klipfolio role permission `dashboard.annotation.view`. via GET /klips/{klip_id}/annotations

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klipfolio_get_klips_by_id_annotations_by_idREAD

Retrieve the details of an annotation for a specified Klip in the company or client account. Requires the Klipfolio role permission `dashboard.annotation.view`. via GET /klips/{klip_id}/annotations/{annotation_id}

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klipfolio_get_klips_by_id_client_instancesREAD

Returns a list of Klip instances for a specified Klip in the company or client account. Requires the Klipfolio role permission `client.access`, `dashboard.library`. via GET /klips/{klip_id}/client-instances

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klipfolio_get_klips_by_id_schemaREAD

Get the schema for the specified klip in the company or client account. Requires the Klipfolio role permission `klip.edit`. via GET /klips/{klip_id}/schema

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klipfolio_get_klips_by_id_share_rightsREAD

Get a list of share rights for the specified Klip. Requires the Klipfolio role permission `dashboard.library`. via GET /klips/{klip_id}/share-rights

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klipfolio_get_profileREAD

Retrieve information about the authenticated user account. When the full parameter is set to true, the information includes associations (tab instances, dashboard properties, permissions for the authenticated user account). via GET /profile

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klipfolio_get_rolesREAD

Retrieve all of the roles in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /roles

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klipfolio_get_roles_by_idREAD

Get the details for the specific role id in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /roles/{role_id}

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klipfolio_get_roles_by_id_permissionsREAD

Get a list of all the role’s permissions in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /roles/{role_id}/permissions

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klipfolio_get_roles_by_id_usersREAD

Get a list of all the users associated with this role in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /roles/{role_id}/users

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klipfolio_get_tabsREAD

Get a list of all the tabs in the company or client account. Requires the Klipfolio role permission `dashboard.library`. via GET /tabs

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klipfolio_get_tabs_by_idREAD

Get the details for the specific tab in the company or client account. Requires the Klipfolio role permission `dashboard.library`. via GET /tabs/{tab_id}

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klipfolio_get_tabs_by_id_klip_instancesREAD

Get a list of the Klip instances associated with the tab in the company or client account. Requires the Klipfolio role permission `dashboard.tab`. via GET /tabs/{tab_id}/klip-instances

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klipfolio_get_tabs_by_id_layoutREAD

Get the layout of a tab in the company or client account. Requires the Klipfolio role permission `dashboard.share`. via GET /tabs/{tab_id}/layout

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klipfolio_get_tabs_by_id_share_rightsREAD

Get a list of the tab’s share rights in the company or client account. Requires the Klipfolio role permission `tab.share`. via GET /tabs/{tab_id}/share-rights

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klipfolio_get_usersREAD

Get a list of all the users in the company or client account. via GET /users

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klipfolio_get_users_by_idREAD

Get details for the specified user in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /users/{user_id}

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klipfolio_get_users_by_id_groupsREAD

Retrieve the list of groups to which the specified user belongs in the company or client account. Requires the Klipfolio role permission `user.manage`. via GET /users/{user_id}/groups

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klipfolio_get_users_by_id_propertiesREAD

Get a list of the user’s properties in your company or client account. Requires the Klipfolio role permission `user.manage`. via GET /users/{user_id}/properties

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klipfolio_get_users_by_id_rolesREAD

Get a list of the user’s roles in your company or client account. Requires the Klipfolio role permission `user.manage`. via GET /users/{user_id}/roles

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klipfolio_get_users_by_id_tab_instancesREAD

Retrieve a list of the user’s tab instances in your company or client account. Requires the Klipfolio role permission `user.manage`. via GET /users/{user_id}/tab-instances

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klipfolio_post_clientsWRITE

Create a client. Requires the Klipfolio role permission `client.build`. via POST /clients

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klipfolio_post_clients_by_id_enable_direct_billingWRITE

Switch a client to direct billing. This cannot be undone. This command is only available to Partner accounts. Requires the Klipfolio role permission `client.access`. via POST /clients/{client_id}/@/enable_direct_billing

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klipfolio_post_clients_by_id_extend_trialWRITE

Extend a client’s trial period. Requires the Klipfolio role permission `client.access`. via POST /clients/{client_id}/@/extend_trial

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klipfolio_post_clients_by_id_settingsWRITE

Sets the value of one or more company properties. Requires the Klipfolio role permission `client.access`. via POST /clients/{client_id}/settings

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klipfolio_post_dashboard_published_links_by_dashboard_idWRITE

Creates a new published link. Requires the Klipfolio role permission `tab.publish`. via POST /dashboard-published-links/{dashboard_id}

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klipfolio_post_datasource_instancesWRITE

Create a new data source instance based on a data source (specified as “datasource_id” in the post data). Data source instance properties can optionally be specified in the post data. Requires the Klipfolio role permission `datasource.create`. via POST /datasource-instances

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klipfolio_post_datasource_instances_by_id_refreshWRITE

Refresh the specified data source instance. This refresh operation queues the data source for refresh, but it does not necessarily refresh it instantly. Requires the Klipfolio role permission `dashboard.library`. via POST /datasource-instances/{instance_id}/@/refresh

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klipfolio_post_datasourcesWRITE

Create a data source. Data source properties can optionally be specified in the post data. Requires the Klipfolio role permission `datasource.create`. via POST /datasources

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klipfolio_post_datasources_by_id_delete_instancesWRITE

Delete instances related to a specified data source. Requires the Klipfolio role permission `datasource.delete`. via POST /datasources/{datasource_id}/@/delete_instances

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klipfolio_post_datasources_by_id_disableWRITE

Disable the specific datasource ID. Requires the Klipfolio role permission `datasource.edit`. via POST /datasources/{datasource_id}/@/disable

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klipfolio_post_datasources_by_id_enableWRITE

Enable the specific datasource id. Requires the Klipfolio role permission `datasource.edit`. via POST /datasources/{datasource_id}/@/enable

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klipfolio_post_datasources_by_id_importWRITE

Import the data source into the client account specified in the post data by the client id. The location of the newly imported data source is returned on successful completion. Requires the Klipfolio role permission `datasource.import`. That permission is marked 'only available for partners', so this operation answers 403 on an ordinary account -- an account entitlement rather than a problem with the key. via POST /datasources/{datasource_id}/@/import

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klipfolio_post_datasources_refreshWRITE

Queue multiple data sources for refresh in one API call. Requires the Klipfolio role permission `datasource.edit`. via POST /datasources/@/refresh

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klipfolio_post_groupsWRITE

Create a new group in the company or client account. Requires the Klipfolio role permission `user.manage`. via POST /groups

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klipfolio_post_groups_by_id_default_tabsWRITE

Add an existing dashboard to a specified group. Requires the Klipfolio role permission `user.manage`. via POST /groups/{group_id}/default-tabs

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klipfolio_post_klipsWRITE

Create a Klip; optionally include ‘client_id’ in the post data to create a Klip for a client. A schema may be specified by including ‘schema’ in the post data. If no schema is specified, the new Klip will have a simple default schema, which may be updated using the /klips/{id}/schema resource. Requires the Klipfolio role permission `klip.build`. via POST /klips

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klipfolio_post_klips_by_id_annotationsWRITE

Create a new annotation for a specified Klip in the company or client account. Requires the Klipfolio role permission `dashboard.annotation.edit`. via POST /klips/{klip_id}/annotations

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klipfolio_post_klips_by_id_importWRITE

Import a Klip. Requires the Klipfolio role permission `klip.import`. That permission is marked 'only available for partners', so this operation answers 403 on an ordinary account -- an account entitlement rather than a problem with the key. via POST /klips/{klip_id}/@/import

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klipfolio_post_klips_by_id_update_from_parentWRITE

Updates a specified client instance of a Klip schema by replacing it with the schema of the original Klip. Requires the Klipfolio role permission `account.api`, `klip.import`. That permission is marked 'only available for partners', so this operation answers 403 on an ordinary account -- an account entitlement rather than a problem with the key. via POST /klips/{klip_id}/@/update_from_parent

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klipfolio_post_tabsWRITE

Create a new tab in the company or client account. Requires the Klipfolio role permission `tab.build`. via POST /tabs

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klipfolio_post_tabs_by_id_importWRITE

Import the tab into the client account specified in the post data by the client id. All related Klips will also be imported along with the tab. The location of the newly imported tab is returned on success. Requires the Klipfolio role permission `tab.import`. That permission is marked 'only available for partners', so this operation answers 403 on an ordinary account -- an account entitlement rather than a problem with the key. via POST /tabs/{tab_id}/@/import

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klipfolio_post_usersWRITE

Create a new user, optionally for a client. user.manage. Requires the Klipfolio role permission `user.manage`. via POST /users

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klipfolio_post_users_by_id_resend_inviteWRITE

Resend the invitation email to a new user. Requires the Klipfolio role permission `user.manage`. via POST /users/{user_id}/@/resend-invite

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klipfolio_post_users_by_id_reset_passwordWRITE

Reset a user password. Requires the Klipfolio role permission `user.manage`. via POST /users/{user_id}/@/reset-password

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klipfolio_put_clients_by_idWRITE

Update the specified client. Requires the Klipfolio role permission `client.edit`. via PUT /clients/{client_id}

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klipfolio_put_clients_by_id_propertiesWRITE

Add or update company properties in a client's account. Requires the Klipfolio role permission `client.edit`. via PUT /clients/{client_id}/properties

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klipfolio_put_clients_by_id_share_rightsWRITE

Update the specified client’s share rights. If the client is not already shared with a specified group, a new share right is created, otherwise the existing share right is updated. Requires the Klipfolio role permission `client.share`. via PUT /clients/{client_id}/share-rights

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klipfolio_put_dashboard_published_links_by_published_link_idWRITE

Updates the properties of a published link. Requires the Klipfolio role permission `tab.publish`. via PUT /dashboard-published-links/{published_link_id}

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klipfolio_put_datasource_instances_by_id_dataWRITE

Update the specified data source instance with data. Works with files and with raw data. For web accessible data sources use POST /@/refresh to get new data. Requires the Klipfolio role permission `dashboard.library`. via PUT /datasource-instances/{instance_id}/data

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klipfolio_put_datasource_instances_by_id_propertiesWRITE

Create or update properties for this data source instance. If the specified property does not already exist it is created, otherwise the existing property is updated. Requires the Klipfolio role permission `dashboard.library`. via PUT /datasource-instances/{instance_id}/properties

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klipfolio_put_datasources_by_idWRITE

Update the specified data source. Requires the Klipfolio role permission `datasource.edit`. via PUT /datasources/{datasource_id}

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klipfolio_put_datasources_by_id_propertiesWRITE

Add or update a data source's properties. via PUT /datasources/{datasource_id}/properties

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klipfolio_put_datasources_by_id_share_rightsWRITE

Add or update a data source's share rights. via PUT /datasources/{datasource_id}/share-rights

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klipfolio_put_groups_by_idWRITE

Update the specified group in the company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /groups/{group_id}

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klipfolio_put_groups_by_id_default_tabs_by_idWRITE

Update an existing dashboard for a specified group. Requires the Klipfolio role permission `user.manage`. via PUT /groups/{group_id}/default-tabs/{default_tab_id}

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klipfolio_put_groups_by_id_users_by_idWRITE

Add the user to the group. Requires the Klipfolio role permission `dashboard.library`. via PUT /groups/{group_id}/users/{user_id}

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klipfolio_put_klips_by_idWRITE

Update the specified klip details in the company or client account. To update the klip schema, use the /klips/{id}/schema resource. Requires the Klipfolio role permission `klip.edit`. via PUT /klips/{klip_id}

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klipfolio_put_klips_by_id_annotations_by_idWRITE

Update an annotation for a specified Klip in the company or client account. Requires the Klipfolio role permission `dashboard.annotation.edit`. via PUT /klips/{klip_id}/annotations/{annotation_id}

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klipfolio_put_klips_by_id_schemaWRITE

Update the schema for the specified Klip in the company or client account. Requires the Klipfolio role permission `klip.edit`. via PUT /klips/{klip_id}/schema

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klipfolio_put_klips_by_id_share_rightsWRITE

Update the share rights for the specified Klip. If the Klip is not already shared with the specified group, a new share-right is created, otherwise the existing share-right is updated. Requires the Klipfolio role permission `klip.share`. via PUT /klips/{klip_id}/share-rights

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klipfolio_put_roles_by_idWRITE

Update the specified role in the company or client account. Permissions specified will replace existing permissions. Requires the Klipfolio role permission `user.manage`. via PUT /roles/{role_id}

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klipfolio_put_roles_by_id_permissionsWRITE

Update the permissions associated with the role in the company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /roles/{role_id}/permissions

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klipfolio_put_roles_by_id_users_by_idWRITE

Add a user to the role in the company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /roles/{role_id}/users/{user_id}

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klipfolio_put_tabs_by_idWRITE

Update the specified tab in the company or client account. Requires the Klipfolio role permission `tab.edit`. via PUT /tabs/{tab_id}

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klipfolio_put_tabs_by_id_klip_instancesWRITE

Add a Klip to a tab. The Klip id is used instead of the Klip instance id. Use in the company or client account. * Note:* If region and position are not included, they default to 1 and 0 respectively. Requires the Klipfolio role permission `dashboard.tab`. via PUT /tabs/{tab_id}/klip-instances

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klipfolio_put_tabs_by_id_layoutWRITE

Update the layout of the tab. The layout “type” refers to the size and number of Klip columns on the tab. The layout “state” is a JSON object representing the position of each Klip on the tab. Works in the company or client account. Note: all details must be provided or Klips will be removed from dashboard when the command is run. Requires the Klipfolio role permission `dashboard.share`. via PUT /tabs/{tab_id}/layout

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klipfolio_put_tabs_by_id_share_rightsWRITE

Update a tab's share rights in the company or client account. If the tab is not already shared with the specified group or user, a new share right is created, otherwise the existing right is updated. Requires the Klipfolio role permission `tab.share`. via PUT /tabs/{tab_id}/share-rights

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klipfolio_put_users_by_idWRITE

Update the specified user in the company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /users/{user_id}

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klipfolio_put_users_by_id_groups_by_idWRITE

Add a specified user to one group at a time in the company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /users/{user_id}/groups/{group_id}

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klipfolio_put_users_by_id_propertiesWRITE

Creates property base on name for all users. Update property for specific user. Use in your company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /users/{user_id}/properties

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klipfolio_put_users_by_id_roles_by_idWRITE

Assign a user to a role in your company or client account. Requires the Klipfolio role permission `user.manage`. via PUT /users/{user_id}/roles/{role_id}

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klipfolio_put_users_by_id_tab_instancesWRITE

Add one or more tabs to a user’s dashboard in your company or client account. Use tab IDs not tab instance IDs. Requires the Klipfolio role permission `user.manage`. via PUT /users/{user_id}/tab-instances

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Put Klipfolio behind one governed endpoint.

Same permissions, same audit trail, whatever else you connect next.