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  • Clients
    • List Clientsget
    • Get Clientget
  • Contacts
    • List Contactspost
    • Get Contactget
  • Contracts
    • List Contractsget
    • Get Contractget
  • Hardware Assets
    • List Hardware Assetsget
    • Get Hardware Assetget
  • Integrations
    • List Integration Configurationsget
    • List Integration Vendorsget
  • Members
    • List Memberspost
    • Get Memberget
  • Opportunities
    • List Opportunitiesget
    • Get Opportunityget
  • Product Catalog
    • List Product Catalog Recordsget
    • Get Product Catalog Recordget
  • SaaS
    • List SaaS Assetsget
    • List SaaS Usersget
    • Get SaaS Userget
    • Get SaaS Assetget
  • Sites
    • List Sitesget
    • Get Siteget
  • Tickets
    • List Ticketsget
    • Get Ticketget
  • Account
    • Get Account Logoget
    • Delete Account Logodel
    • Upload Account Logopost
    • Get Account Settingsget
    • Update Account Settingspatch
  • Active Users
  • Account Team
    • List Account Team Membersget
    • List Account Team Member Rolesget
    • Unassign Client Key Contactsput
  • Action Item Integrations
    • Get the linked PSA ticket state for an action itemget
    • Create and Link a Ticket to an Action Itempost
    • Attach Existing Action Item Ticketput
    • Unlink the PSA ticket from an action itemdel
  • Action Items
    • Reposition Action Itempost
    • Update Action Item Pin Statusput
    • Update Action Item Completion Statusput
    • Delete Action Itemdel
    • Get Action Itemget
    • Update Action Itemput
    • Create Action Itempost
    • List Action Itemsget
  • Agreement Items
    • List Agreement Itemsget
  • Agreements
    • List Agreementsget
    • Create Agreementpost
    • Get Agreementget
    • Update Agreementput
    • Delete Agreementdel
    • Get Agreement Summaryget
    • Delete Agreementspost
    • Create Agreement Itempost
    • Update Agreement Itemput
    • Delete Agreement Itemdel
    • Update Agreement Hidden Statusput
    • Delete Agreement Overridesdel
    • Delete Agreement Field Overridedel
    • Detach Agreement Assetspost
    • Attach Agreement Assetsput
    • Export Agreements as CSVpost
    • Export Agreements as PDFpost
    • Export Agreements as XLSXpost
  • Agreement Templates
    • List Agreement Templatesget
    • Create Agreement Templatepost
    • Get Agreement Templateget
    • Update Agreement Templateput
    • Delete Agreement Templatedel
  • Analytics
    • Get Analytics Configurationget
    • Save Analytics Configurationput
  • Assessments
    • Update Public Assessment Commentput
    • Update Internal Assessment Commentput
    • Update Assessment Internal Commentput
    • Evaluate Assessmentput
    • Delete Assessmentdel
    • Get Assessmentget
    • Update Assessmentput
    • Create Assessmentpost
    • List Assessmentsget
    • Update Assessment Completion Statusput
    • List Assessment Criterion Label Typesget
    • Update Assessment Template Question Tagsput
    • Update Assessment Evaluation Question Tagsput
    • Delete Assessment Question Custom Answerdel
    • Assessment Comparison Reportget
    • Assessment Full Reportget
    • Download Assessment Item Detail Reportget
    • Assessment Summary Reportget
    • Duplicate Assessmentpost
    • Link Initiative to Assessment Evaluation Questionpost
    • Unlink Initiative from Assessment Evaluation Questiondel
    • Add Additional Answerpost
    • Clear Assessment Evaluation Question Answerdel
    • Link Assessment Items to an Initiativepost
    • Create and Link a Ticket to an Assessment Evaluation Questionpost
    • Unlink Ticket from Assessment Evaluation Questiondel
    • Get Assessment Client Accessget
  • Assessment Templates
    • Delete Assessment Templatedel
    • Get Assessment Templateget
    • Update Assessment Templateput
    • Create Assessment Templatepost
    • List Assessment Templatesget
    • List assessment template question responsesget
    • Restore Assessment Templatepost
  • Assets
    • Get Hardware Replacement Settingsget
    • Get Hardware Summaryget
    • Hardware Detailpost
    • List Hardware Assetsget
    • List active hardware lifecycle recordsget
    • List Attached Initiativespost
    • Lookup Attached Agreementspost
    • Export Contact Assetsget
    • Generate Contact Assets Reportget
    • List hardware custom field definitions.get
    • Create a hardware custom field definition.post
    • List Report Asset Typesget
    • List SaaS Assetsget
    • Get SaaS Portfolio Summaryget
    • List Software Assetsget
    • List Software Productsget
    • List Software Product Devicesget
    • Get Software Product Summaryget
    • Get Software Summaryget
    • Get Software Assetget
    • Download hardware CSV exportpost
    • Download previous Hardware spreadsheetpost
    • Download hardware PDF exportpost
    • Download hardware XLSX exportpost
    • Download Hardware Lifecycle Report PDFpost
    • Update a hardware custom field definition.put
    • Delete a hardware custom field definition.del
    • Update Report Asset Typeput
    • Update Hardware Visibilityput
  • Budget
    • Get Budget Summaryget
    • List Budget IT Debtget
    • List Budget Initiativesget
    • Budget Forecast PDFget
    • Budget Forecast Detail PDFget
    • Budget Forecast CSVget
    • List Budget Contractsget
    • Get Budget Availabilitiesget
    • Account Budget Summary Getget
  • Calendar
    • List calendar eventsget
  • Clients
    • Search Clientsget
    • Search Membersget
    • List Clientsget
    • Get Clientget
    • Update Clientpatch
    • Get ClientIQget
    • Get Client Settingsget
    • Create Agreement Import Draftpost
    • Update Client Access Groupput
    • Client DMI Scoreget
    • Client DMI Trendget
    • Assign Client Team Membersput
    • Unassign Client Team Membersput
    • Assign Client Key Contactsput
    • Generate ClientIQ Contentpost
    • Update Clientspatch
  • Contacts
    • List Contactsget
    • Update Contact Hidden Statusput
    • Get Contactget
    • Create Contactpost
    • Get Contact Summaryget
    • Update Contact Visibilitypatch
  • Deliverables
    • Delete Deliverabledel
    • Get Deliverableget
    • Update Deliverablepatch
    • Create Deliverable from Templatepost
    • Create Deliverablepost
    • List Deliverablesget
    • List Catalog Componentsget
    • List Available Integrationsget
    • List Configured Integrationsget
    • Get Presentationget
    • Refresh Sectionpost
    • Delete Sectiondel
    • Refresh Componentpost
    • Delete Componentdel
    • Delete Templatedel
    • Get Templateget
    • Update Templatepatch
    • Create Template from Templatepost
    • Create Template from Deliverablepost
    • Create Templatepost
    • List Templatesget
    • List Template Catalog Componentsget
    • Delete Template Sectiondel
    • Delete Template Componentdel
    • Revoke General Share Linkpost
    • Regenerate General Share Linkpost
    • Create General Share Linkpost
    • Get General Share Linkget
    • List Deliverablesget
    • Get a deliverable component's fileget
    • Append assessment reportpost
    • Download a deliverable PDFget
  • Deliverable Schedules
    • List Schedulesget
    • List Template Variablesget
    • Get Scheduleget
    • Update Schedulepatch
    • Delete Scheduledel
    • List Runsget
    • Preview Next Occurrencepost
    • Preview Schedule Messagepost
    • Send Test Messagepost
    • Pause Schedulepost
    • Add Recipientpost
    • Resume Schedulepost
    • Send Schedule Nowpost
    • Create Schedulepost
    • Remove Recipientdel
  • Goals
    • Update Goal Statusput
    • Update Goal Scheduleput
    • List Goal Meetingsget
    • Attach Meeting to Goalpost
    • Detach Meeting from Goaldel
    • List Goal Initiativesget
    • Attach Initiative to Goalpost
    • Detach Initiative from Goaldel
    • Delete Goaldel
    • Get Goalget
    • Update Goalpatch
    • Goal Create from Templatepost
    • Create Goalpost
    • List Goalsget
    • List Goal Action Itemsget
    • Attach Action Item to Goalpost
    • Detach Action Item from Goaldel
    • Plan Clients At Riskget
    • Archive Goalpost
    • Restore Goalpost
  • Goal Outcomes
    • List Outcomesget
    • Create Outcomepost
    • Update Outcomepatch
  • Goal Templates
    • Delete Goal Templatedel
    • Get Goal Templateget
    • Update Goal Templateput
    • Create Goal Templatepost
    • List Goal Templatesget
  • Initiatives
    • Update Initiative Statusput
    • Schedule Initiative Fiscal Quarterput
    • Update Initiative Recurring Investmentsput
    • Update Initiative Priorityput
    • Update Initiative One-Time Investmentsput
    • Update Initiative Assigned Userput
    • Create and Link a Ticket to an Initiativepost
    • Detach the PSA ticket linked to an initiativedel
    • Get the linked PSA ticket state for an initiativeget
    • Apply Initiative Templatepost
    • List Initiative Quotesget
    • Download Initiative PDFget
    • Create Initiative Opportunitypost
    • Delete Initiative Opportunitydel
    • Get Initiative Opportunityget
    • Initiative Opportunity Attachpost
    • List Initiative Meetingsget
    • Attach Meeting to Initiativeput
    • Detach Meeting from Initiativedel
    • List Initiatives v2get
    • List Initiative Goalsget
    • Attach Goal to Initiativepost
    • Detach Goal from Initiativedel
    • Delete Initiativedel
    • Get Initiativeget
    • Update Initiativepatch
    • Create Initiativepost
    • List Initiativesget
    • Detach Assets from an Initiativepost
    • Attach Assets to an Initiativeput
    • List Initiative Action Itemsget
    • Attach Action Item to Initiativepost
    • Detach Action Item from Initiativedel
    • List Initiative Status Labelsget
    • Create Custom Initiative Statuspost
    • Update Initiative Status Labelput
    • Delete Custom Initiative Statusdel
    • List Initiative Assessment Questionsget
    • List Initiative Assetsget
    • Get Initiative Summaryget
    • Assign Tags to Initiativeput
    • Unassign Tags from Initiativeput
    • Archive Initiativepost
    • Restore Initiativepost
  • Initiative Templates
    • Duplicate Initiative Templatepost
    • Delete Initiative Templatedel
    • Get Initiative Templateget
    • Update Initiative Templateput
    • Create Initiative Templatepost
    • List Initiative Templatesget
  • Insights
    • List Insightsget
    • List Insight affected assetsget
  • User Ui States
  • Contracts
    • Delete Contractdel
    • Get Contractget
    • Update Contractput
    • Create Contractpost
    • List Contractsget
    • Detach Contract Assetspost
    • Attach Contract Assetsput
  • Licenses
    • Get License Summaryget
    • Assign Licensesput
    • Unassign Licensesput
  • Meetings
    • Update Meetingput
    • List Meeting Initiativesget
    • Attach Initiative to Meetingpost
    • Detach Initiative from Meetingdel
    • List Meeting Goalsget
    • Attach Goal to Meetingpost
    • Detach Goal from Meetingdel
    • Delete Meetingdel
    • Get Meetingget
    • Update Meeting v1put
    • Create Meetingpost
    • Create Meeting v1post
    • List Meetingsget
    • Update Meeting Completion Statusput
    • Remove Meeting User Attendeespost
    • Add Meeting User Attendeespost
    • Remove Meeting Contact Attendeespost
    • Add Meeting Contact Attendeespost
    • List Meeting Action Itemsget
    • Attach Action Item to Meetingpost
    • Detach Action Item from Meetingdel
    • List Meeting Attachmentsget
    • Upload Meeting Attachmentpost
    • Retrieve meeting attachment content.get
    • List Meeting Deliverablesget
    • List Meeting Notesget
    • Attach Note to Meetingpost
    • Detach Note from Meetingdel
    • Attach Deliverable to Meetingput
    • Detach Deliverable from Meetingput
    • Delete Meeting Attachmentdel
  • Meeting Integrations
    • Get the linked PSA ticket state for a Meetingget
    • Create and Link a Ticket to a Meetingpost
    • Detach the PSA ticket linked to a Meetingdel
  • Meeting Templates
    • List Meeting Templatesget
    • Create Meeting Templatepost
    • Update Meeting Templateput
    • Delete Meeting Templatedel
    • Assign Meeting Template Userspost
    • Unassign Meeting Template Userspost
  • Meeting Types
    • Delete Meeting Typedel
    • Update Meeting Typeput
    • Create Meeting Typepost
    • List Meeting Typesget
  • Notes
    • Delete Notedel
    • Get Noteget
    • Update Notesput
    • Create Notespost
    • List Notesget
    • Update Notes Archive Statusput
  • Opportunities
    • Get Opportunity Create Fieldsget
    • List Opportunitiesget
  • Plan
    • Get Plan Summaryget
    • Get Plan Configurationget
    • Save Plan Configurationput
    • Plan Portfolio CSVget
    • Plan Portfolio PDFget
  • Products
    • List Productsget
    • Get Productget
  • Quotes
    • List Quotesget
  • Rich Text
    • Get Rich-Text Imageget
    • Upload Rich-Text Imagepost
  • Roadmap
    • Generate Roadmap Spreadsheetpost
    • Generate Roadmap PDFpost
    • Generate Roadmap CSVpost
  • SaaS Management
    • Create an enrollment tokenpost
    • Get SaaS utilization summaryget
    • Get app utilization (app dashboard)get
    • Get app lifecycle timeseriesget
    • Get app utilization with per-app usersget
  • Saved View Defaults
    • Set Saved view defaultput
  • Saved Views
    • List Saved viewsget
    • Create Saved viewpost
    • Update Saved viewpatch
    • Delete Saved viewdel
  • Users
    • List managed usersget
    • Revoke access from managed usersput
  • Segments
    • List Segmentsget
  • Tags
    • List Tagsget
    • Create Tagpost
    • Update Tagput
    • Delete Tagdel
  • Tickets
    • Get Ticket Create Fieldsget
    • List Linkable Ticketsget
  • User
    • List Active Usersget
    • Get User Identityget
  • Verticals
    • List Verticalsget
    • Create Verticalpost
    • Update Verticalput
    • Delete Verticaldel
  • Warranty
    • List Warranty Pricingget
  • Client Groups
    • List Client Groupsget
    • Get Client Groupget
    • Client Group Unassignpost
    • Client Group Assignpost
    • Create Client Grouppost
    • Update Client Groupput
    • Delete Client Groupdel
  • Deliverable Catalog
    • List Service Delivery Board Optionsget
  • Asset Output
    • List hardware typesget
  • Hardware Assets
    • Get Hardware Asset Metadataget
    • Hardware Sourcespost
  • Hardware Configuration
    • Assign Hardware Custom Field Valuepost
    • Unassign Hardware Custom Field Valuepost
  • Health
    • List Clients Compliance Health Metricsget
    • Get Client Compliance Health Metricsget
  • Risks
    • Search Client Riskspost
    • Get Client Riskget
    • List Clients Risk Summariesget
    • Delete Client Riskdel
    • Partially Update Client Riskpatch
    • Unmap Risk from Assets, Asset Typespost
    • Create Client Riskpost
    • Get Client Risk Categoryget
    • List Client Risk Departmentsget
    • Map Risk to Assets, Asset Types, Threatspost
  • Evidences
    • List Client Evidencespost
    • Create Client Evidencepost
    • List Clients Evidence Summariesget
    • Delete Client Evidencedel
    • Update Client Evidencepatch
    • Delete Evidence Schedulepost
    • List Evidence Requestsget
    • Create Request in Evidencepost
    • Create Evidence Request and Generate Signedpost
    • Generate Signed URLs to Upload Documentspost
    • Upload a document (up to 10 MB) to anpost
    • Create Evidence Request and Upload apost
    • Create Link for Evidence Requestpost
    • Delete Evidence Requestdel
    • Partially Update Evidence Requestpatch
    • Refresh Client Evidence Mappingspost
    • Archive Evidence Requestpost
    • Map Evidence to Objectives or Controlspost
    • Unmap Evidence from Objectives or Controlspost
    • Get Evidence by IDget
  • Documents
    • Delete Documentdel
    • Get Document Signed URLget
  • Reports
    • List Client Reportspost
    • Retrieve a signed URL to download a reportget
  • Frameworks
    • Search Client Objectivespost
    • Get Client Objectiveget
    • Client Objective Summaryget
    • Clients Objective Overviewget
  • Procedures
    • Unmap Procedure from Objectives, Policies, and Controlspost
    • Create Client Procedurepost
    • Get Client Procedureget
    • Delete Client Proceduredel
    • Partially Update Client Procedurepatch
    • Clients Procedure Overviewget
    • Map Procedure to Objectives, Policies, and Controlspost
    • Search Client Procedurespost
  • Policies
    • Unmap Policy from Objectives and Controlspost
    • Create Client Policypost
    • Get Client Policyget
    • Delete Client Policydel
    • Partially Update Client Policypatch
    • Clients Policy Overviewget
    • Map Policy to Objectives and Controlspost
    • Search Client Policiespost
    • Create or Update a policy sectionput
    • Delete Client Policy Sectiondel
  • Governance
    • Unmap Governance from Objectives, Policiespost
    • Create Client Governancepost
    • Get Client Governanceget
    • Delete Client Governancedel
    • Partially Update Client Governancepatch
    • Clients Governance Overviewget
    • Map Governance to Objectives, Policies, andpost
    • Search Client Governancepost
  • Controls
    • List Control Familiesget
    • Unmap Policy, Procedure, Governance, Riskpost
    • List Clients Control Summariesget
    • Client Control Summaryget
    • Create Controlpost
    • Get Control by IDget
    • Delete Controldel
    • Partially Update Client Controlpatch
    • List Control Setsget
    • Map Policy, Procedure, Governance, Riskpost
    • Search Client Controlspost
  • Assessments
    • Clients Assessment Overviewget
    • Client Assessment Summaryget
    • Save Assessment Question Answerput
    • Clear Assessment Question Answerdel
    • Get Assessment Questionget
    • Map Assessment Question to Evidencespost
    • Unmap Assessment Question from Evidencespost
    • Create Assessment Question Responsepost
    • Update Assessment Question Responsepatch
    • Delete Assessment Question Responsedel
    • Search Client Assessment Questionspost
  • Action Items
    • Search Client Action Itemspost
    • Create a new action itempost
    • Get Action Itemget
    • Partially update an action itempatch
    • Upload Document to Action Item (upto 10 MB)post
    • List Client Action Items Summaryget
    • Generate Signed URLs to Upload Documentspost
    • Map Action Item to All Entity Typespost
    • Unmap Action Item from All Entity Typespost
    • Delete Action Itemdel
  • Quotes
    • Create Quotepost
    • List Quotesget
    • Fetch Quoteget
    • Publish Quotepost
  • Quote Sections
    • Create Quote Sectionspost
  • Quote Section Line Items
    • Patch Quote Line Itempatch
    • Create Quote Line Itemspost
  • Line Items
    • Create Line Itempost
  • Quote Templates
    • List Quote Templatesget
  • Categories
    • Create Categorypost
    • List Categoriesget
    • Delete Categorydel
    • Fetch Categoryget
    • Update Categorypatch
  • Items
    • Create Itempost
    • List Itemsget
    • Delete Itemdel
    • Fetch Itemget
    • Update Itempatch
  • Item Groups
    • Create Item Group Assignmentpost
    • List Item Group Assignmentsget
    • Delete Item Group Assignmentdel
    • Fetch Item Group Assignmentget
    • Create Item Grouppost
    • List Item Groupsget
    • Delete Item Groupdel
    • Fetch Item Groupget
    • Update Item Grouppatch
  • Item Options
    • Create Item Option Valuepost
    • List Item Option Valuesget
    • Delete Item Option Valuedel
    • Fetch Item Option Valueget
    • Update Item Option Valuepatch
    • Create Item Optionpost
    • List Item Optionsget
    • Delete Item Optiondel
    • Fetch Item Optionget
    • Update Item Optionpatch
  • Item Tiers
    • Create Item Tierpost
    • List Item Tiersget
    • Delete Item Tierdel
    • Fetch Item Tierget
    • Update Item Tierpatch
  • Manufacturers
    • Create Manufacturerpost
    • List Manufacturersget
    • Delete Manufacturerdel
    • Fetch Manufacturerget
    • Update Manufacturerpatch
  • Suppliers
    • Create Supplierpost
    • List Suppliersget
    • Delete Supplierdel
    • Fetch Supplierget
    • Update Supplierpatch
  • Data Feed Suppliers
    • List Supplier Itemsget
    • List Suppliersget
  • Contacts
    • Create Contactpost
    • List Contactsget
    • Fetch Contactget
    • Update Contactpatch
  • Health
    • List clients and their backup healthget
    • Get backup health for a single clientget
  • Devices
    • List backup devicesget
  • Backups
    • Ingest backup resultspost

User Ui States

Saved user interface state for Lifecycle Manager public API consumers.

Updated 6 days ago


List Insight affected assets
Contracts
Did this page help you?

Updated 6 days ago


List Insight affected assets
Contracts
Did this page help you?