Add a reader with project level access

  • Updated on Jun 12, 2025
  • 2 minute(s) read
  • Janeera D A
  • Pradeep Srinivasan
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You can use Document360’s API to add a reader with project level access to your account.

To add a reader to your account, follow these steps:

  1. Retrieve the team account ID for the user sending the invite.

  2. Add the reader using the API.

Prerequisites for adding a reader with project access

Before you add a reader to your account, complete the following authorization steps in Postman.

Authorization

To authorize requests in Postman, make sure your API token is added and the appropriate Base URL is set.

  1. Click Document360 Customer API in the category tree. 

  2. In the Postman Workbench, go to the Variables tab. 

  3. In the Variables tab, check the Initial and Current values of the baseUrl variable.

    This value should already be set to https://apihub.document360.io. If not, update both fields accordingly. 

  4. Add a new variable for your API token. For example, name it api_token.

    Paste your API token from Document360 into both the Initial value and Current value fields. 

  5. Go to the Authorization tab and enter the variable you created in the Value field. 

    For example, enter {{api_token}} if your variable is named api_token.

Once you've completed these steps, you're ready to start using Document360 APIs in Postman.

Retrieve the team account ID for the user sending the invite

To add a reader to your account, you need the team account ID for the user sending the invite to the reader. This step helps you retrieve the team account ID.

  1. In Postman, under Document360 Customer API, expand v2 > Teams.

  2. Click Get all team accounts, then click Send.

  3. In the response body, locate the user_id of the team account you wish to use for sending the invite.

    PRO TIP

    To locate the desired team account user_id, look for the “first_name” or “last_name” field on the response to identify the corresponding team account quickly.

  1. Copy the user_id and save it for later use.

Add the reader with project level access

After retrieving the team account ID, use this request to add a reader with project level access.

  1. Under v2, expand Readers.

  2. Click Add a new reader.

  1. In the Body tab, provide:

    • email_id: Enter the email ID of the reader.

    • invited_by: Enter the user ID of the team account sending the invite.

    • first_name: Enter the first name of the reader.

    • last_name: Enter the first name of the reader.

    • access_level: Provide the value as 3 to provide project level access to the reader.

For example,

{
  "email_id": "john.smith@example.com",
  "invited_by": "<team account ID of the user sending the invite>",
  "first_name": "John",
  "last_name": "Smith",
  "access_scope": {
    "access_level": 3
  },
  "is_sso_user": "False",
  "skip_sso_invitation_email": "True"
}

  1. Click Send.

If successful, the API will return a 200 OK status and “success”: true. The reader will be invited to your account with project level access.