Roles

This API enables users to programmatically manage custom roles of their customer accounts. To manage the custom roles in the admin team, see the article on platform API for custom roles.

Quick reference

Type	Resource	Description
GET	/api/managed_users/:id/roles	List custom roles in a customer account.
POST	/api/managed_users/:id/roles/:role_id/copy	Makes a copy of a custom role in a customer account.

Base path

For all the APIs above, the base path is /api/managed_users/:id where the customer account ID is required in as a URL parameter.

Name	Type	Description
id	string required	Workato Embedded customer Account ID/External ID. External ID must be prefixed with an E(eg: EA2300) and the resulting ID should be URL encoded.

List custom roles

Lists all custom roles in a customer account.

GET /api/managed_users/:id/roles

URL parameters

Name	Type	Description
id	integer required	Managed customer ID.

Query parameters

Name	Type	Description
per_page	integer optional	The number of custom roles to retrieve.
page	integer optional	The page number. If the total number of custom roles exceed the page limit, subsequent records can be retrieved by calling the next page.
role_name	string optional	The name of a custom role. Filter results by role_name.

Sample requests

• Get list of custom roles
• Filter results by role name

List custom roles

curl  -X GET https://www.workato.com/api/managed_users/123/roles \
      -H 'Authorization: Bearer <api_token>'

Response

[
    {
        "id": 1128,
        "name": "Workbot builder",
        "inheritable": false,
        "folder_ids": [],
        "created_at": "2022-08-31T23:37:04.777-07:00",
        "updated_at": "2022-08-31T23:37:04.777-07:00",
        "privileges": {
            "Recipes": [
                "read",
                "create"
            ],
            "Folders": [
                "read"
            ],
            "Workbot": [
                "read",
                "create",
                "update",
                "delete"
            ]
    },
    {
        "id": 546,
        "name": "Customer developer",
        "inheritable": false,
        "folder_ids": ["1232", "1224"],
        "created_at": "2020-08-14T07:23:19.599-07:00",
        "updated_at": "2020-08-14T07:23:19.599-07:00",
        "privileges": {
            "Recipes": [
                "read",
            ],
            "Folders": [
                "read"
            ],
            "Workbot": [
                "read",
                "create",
                "update"
            ]
        }
    }
]

Filter results by role name

curl  -X GET https://www.workato.com/api/managed_users/123/roles?role_name=dev \
      -H 'Authorization: Bearer <api_token>'

Response

[
    {
        "id": 1128,
        "name": "dev",
        "inheritable": false,
        "folder_ids": [],
        "created_at": "2022-08-31T23:37:04.777-07:00",
        "updated_at": "2022-08-31T23:37:04.777-07:00",
        "privileges": {
            "Projects": [
                "read",
                "create",
                "update",
                "delete"
            ],
            "Folders": [
                "read",
                "create",
                "update",
                "delete"
            ],
            "Connections": [
                "read",
                "create",
                "update",
                "delete"
            ],
            "Recipes": [
                "read",
                "create",
                "update",
                "delete",
                "run",
                "read_run_history"
            ],
            "Connection Folders": [
                "all"
            ]
        }  
    }
]

Obtain role names

Use the get customer account member API to obtain a list of role_names associated with a customer account.

Copy a custom role

Creates a copy of a custom role in a customer account with the ability to change the folders accessible by the role. The folder IDs can be obtained with the GET folders API endpoint.

POST /api/managed_users/:id/roles/:role_id/copy

URL parameters

Name	Type	Description
id	integer required	Managed customer ID.
role_id	integer required	The ID of the role in the customer account.

Payload

Name	Type	Description
name	string required	Name of the custom role.
folder_ids	array	Array of folder IDs.

Sample request

curl  -X POST https://www.workato.com/api/managed_users/123/roles/490/copy \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d  '{
            "name": "Customer developer",
            "folder_ids": ["1232", "1224"]
          }'

Response

{
    "id": 546,
    "name": "Customer developer",
    "inheritable": false,
    "folder_ids": ["1232", "1224"],
    "created_at": "2020-08-14T07:23:19.599-07:00",
    "updated_at": "2020-08-14T07:23:19.599-07:00"
}