Create managed users or companies

Managed users or companies are users or companies created as active but their accounts are managed by Marketplace managers. They are helpful to Marketplace Managers in processing leads or requests for quotes. A managed user or company does not have an active login and won't receive notification of changes or updates in an account.

To create quotes, you must first create an active user and company. In this scenario, where you need an active user and company only to create quotes, it is not required to follow the regular flow to create a user or company. Instead, you can use APIs to create a managed user or company.

To create a managed user or company, perform the following:

1. Authenticate to the marketplace using the authentication API.

2. Run the following POST request:

 POST /account/v2/companies
 
 {
     "countryCode": "US",
     "emailAddress": "xyz@company.com",
     "firstUser": {
       "email": "john.smith@company.com",
       "firstName": "John",
       "lastName": "Smith",
       "roles": [
         "ROLE_SYS_ADMIN"
       ],
       "allowLogin": false
     },
     "name": "Company Example",
     "allowLogin": false
 }

note

You can change values of the parameters according to your requirements.