Invite the creditor and accountant

After onboarding a creditor through our API, you will usually want to invite one or several user to the Kravia customer portal so that they can manage the creditor and future invoices.

There are usually two type of users you may want to invite:

• The creditor primary contact person

• The creditor’s accountant

Invite the creditor main contact personCopied!

It is possible to invite one or several contact person to our customer portal. This will create a separate workspace for the creditor if it does not already exists and grant the user access to the creditor. This can be done via the following API.

curl 'https://api.kravia.ai/api/v2/creditor/{creditorId}/invite' \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: YOUR_SECRET_TOKEN' \
  --data '{
  "email": "primary.contact@email.com",
  "name": "John Doe",
  "isAccountant": false
}'

Invite the creditor’s accountantCopied!

In addition to the creditor, it is possible to invite the accountant’s directly. This is particularly useful to ensure accountants can get access to their entire client portefolio

curl 'https://api.kravia.ai/api/v2/creditor/{creditorId}/invite' \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: YOUR_SECRET_TOKEN' \
  --data '{
  "email": "primary.contact@accounting-office.com",
  "name": "John Doe",
  "isAccountant": true,
  "countryCode": "NO",
  "organizationNumber": "123456789"
}'