---
title: "Add a team account with project level access"
slug: "add-a-team-account-with-project-level-access"
updated: 2025-06-12T07:21:13Z
published: 2025-06-12T07:22:11Z
canonical: "apidocs.document360.com/add-a-team-account-with-project-level-access"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://apidocs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a team account with project level access

You can use Document360’s API to add a team account with project level access to your account.

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

1. Get the team account ID for the user sending the invite.
2. Get the portal and content role IDs based on the permissions you want to assign to the team account.
3. Add the team account using the API.

---

## Prerequisites for adding a team account with project access

Before you add a team account 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`.

[Embedded content](https://www.floik.com/embed/6c8153d2-2726-4c62-b723-2bd209ff8c39/3274f00b-9839-480d-a29c-9a0ab11cb84f-flo.html)

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

---

## Get the team account ID for the user sending the invite

To add a team account to your account, you need the team account ID for the user sending the invite to the team account. 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.

> [!TIP]
> 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.

[Embedded content](https://www.floik.com/embed/6c8153d2-2726-4c62-b723-2bd209ff8c39/7046554c-2bf3-4dff-969f-c10ba8c88bab-flo.html)

---

## Get the portal role and content role ID

While adding a team account to your project, you need to assign a portal role and content role based on the permissions you wish to give the account. This step helps you retrieve the portal and content role ID.

1. In Postman, under **Document360 Customer API**, expand **v2** > **Teams** > **roles**.
2. Click **Get all available roles including default as well as custom roles**, then click **Send**.

![](https://cdn.document360.io/2b5c503e-f283-4987-b5a8-2b71b454ecec/Images/Documentation/1_Screenshot_Get_all_team_accounts.jpg)

1. In the response body, locate the `role_type` parameter.
  - `role_type`= `0` for portal roles.
  - `role_type`= `1` for content roles.

1. Copy the `id` for the portal role and content role you want to assign while adding the team account and save it for later use.

---

## Add the team account with project level access

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

1. Under **v2**, expand **Teams.**
2. Click **Add a new Team Account**.

![](https://cdn.document360.io/2b5c503e-f283-4987-b5a8-2b71b454ecec/Images/Documentation/2_Screenshot_Add_a_new_team_account.jpg)

1. In the **Body** tab, provide:
  - `email_id`: Enter the email ID of the team account.
  - `invited_by`: Enter the user ID of the team account sending the invite.
  - `first_name`: Enter the first name of the team account.
  - `last_name`: Enter the first name of the team account.
  - `access_level`: Provide the value as `3` to provide project level access to the team account.
  - `associated_portal_role_id`: Enter the portal role ID
  - `associated_content_role_id`: Enter the content role ID

For example,

```json
{
  "associated_portal_role_id": "<enter-the-copied-portal-role-id>",
  "content_permissions": [
    {
      "access_scope": {
        "access_level": 3
      },
      "associated_content_role_id": "<enter-the-copied-content-role-id>"
    }
  ],
  "email_id": "john.smith@example.com",
  "invited_by": "<team account ID of the user sending the invite>",
  "first_name": "John",
  "last_name": "Smith",
  "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 team account will be invited to your account with project level access.