patch https://api.elliemae.com/encompass/v3/users
Use this API to perform an update in bulk to list of Encompass internal users or an update to a single Encompass internal user. Supported action is 'Move' - To move one or more users from their current organization to a new organization.
This API endpoint added with the 24.2 release of Encompass.
Usage Notes
- Access Rights
- Only administrators (admin account, Super Administrator persona, and/or Administrator persona) or non-admin users with the Settings “Organizations/User” persona can manage/move user accounts.
- A super admin user cannot be moved from the root/top-level organization (orgId=0). If you attempt to move a super admin, the call will fail.
- The calling user only has access to manage/move users within their same organization, or lower child organizations.
- The user cannot move their own user account.
- For action=move, the request payload can only contain the “id” field. If any other fields are passed, the request will fail.
- Multiple users (ids) can be moved in a single request.
- All users being moved must currently be in the same source organization (sourceOrgId).
- All users being moved will be moved to the same target organization (targetOrgId).
- When moving users to a different organization, there is no impact to assigned loans for that user.
- No updates are made to the Loan Originator branch/office information (organization) on the loan, when the assigned owner of the loan is moved to a new organization. The loan retains the Loan Originator branch/office information that was on the loan prior to the user being moved.
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