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Step-by-step guide

1. Any lead can be reassigned to a different user by posting an API that contains the User id and the email id of the new user (agent).
2. The user needs to know the User id and/or the Email id of the new user to be able to post the API successfully.
3. The following API script will be used to reassign a lead to a new user. The script remains constant.
   { "UserId": 126,
   "Email": "nathanadmin@test.com"
   }
4. The user needs to note down the application id of the application (Lead) from the URL to use in the API script. 
5. The User selects the lead to be reassigned and 
6. Replace these step by steps with your own related to each issue you create, If you would like an example view "How To: Create a Follow Up
7. If necessary, feel free to add additional images below this step by step guide as shown in the example below

...

Request URL

https://app.insellerate.com/api/v2/pub/application/reassign?orgId={{Insellerate Org ID}}

Request Body

{

  "ApplicationId": {{Insellerate Application ID}},

  "Assignments": [

    {

      "UserId": "{{Insellerate User 1 ID}}"

    },

    {

      "UserId": "{{Insellerate User 2 ID}}"

    }

  ],

  "PrimaryAgent":

  {

    "UserId": "{{Insellerate User ID}}"

  },

  "UnassignAllOtherUsers": {{true or false}}

}

Request Body

{

  "ApplicationId": {{Insellerate Application ID}},

  "Assignments": [

    {

      "Email": "{{Insellerate User Email}}"

    },

    {

      "Email": "{{Insellerate User Email}}"

    }

  ],

  "PrimaryAgent":

  {

    "Email": "{{Insellerate User Email}}"

  },

  "UnassignAllOtherUsers": {{true or false}}

}

"UnassignAllOtherUsers": If true, will unassign all other users if their role matches that of the PrimaryAgent specified in the post. If false, will keep all other users of the same role of the PrimaryAgent as secondary agents to the application.

Requestors can also make a GET request to https://app.insellerate.com/api/integration/GetUsers?orgId={{Insellerate Org ID}} to view the list of available users and their current agent roles in the org prior to making the post request.

Senders should receive a 200 OK response code, notifying them that the request was received and was either successful/unsuccessful.

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