partner/onboarding/entities

Partner portal Onboarding Tracker. Returns the entities in the partner's book that are still onboarding, one page at a time, newest first, with stage counts over the whole book. The book is the partner's accounts and sub-accounts and, when the partner may create partners, its child partners (one level) and their accounts and sub-accounts. Onboarding means a status in the onboarding pipeline; entities with no status are left out. Requires a partner portal session (bearer token) of an Admin or Viewer user and the AccountOnboardingFormAccess permission.

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Query Params
string

Comma-separated list of Partner, Account and SubAccount. Absent means all three.

string

One onboarding status, e.g. Application Pending. The retired Underwriting is read as Underwriting Review.

string

Matches part of the entity's name or ID.

integer

Number of entities to return, 1 to 200. Defaults to 50.

integer

Number of entities to skip. Defaults to 0.

Response

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