Edit the portal role for a specific user.

12 May 2026
7 Minutes to read
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Edit the portal role for a specific user.

Updated on 12 May 2026
7 Minutes to read
Contributors

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Put

/v3/projects/{project_id}/users/{user_id}/portal-role

Changes the portal role assigned to a user. Requires the UpdateRolesAccountsAndGroups permission. Retrieve available portal role IDs from GET /v3/projects/{projectId}/users/roles and filter by portal role type. The new role takes effect immediately and replaces the user's existing portal role.

Security

OAuth

All V3 endpoints require a Bearer token. Generate tokens in the Document360 portal under Settings > API Tokens. Tokens are project-scoped, require the customerApi scope, and do not expire by default. Tokens can be revoked at any time from the portal. Include the token in every request: Authorization: Bearer <your-token>. Alternatively, use the Authorize button below to sign in via OAuth2 Authorization Code flow with PKCE.

FlowAuthorization Code

Authorization URLhttps://identity.document360.net/connect/authorize

Token URLhttps://identity.document360.net/connect/token

Scopes:

customerApiDocument360 Customer API

Path parameters

project_id

string (uuid) Required

The unique identifier of the project. Retrieve project IDs from GET /v3/projects.

Example9a3b4c5d-6e7f-8a9b-0c1d-2e3f4a5b6c7d

user_id

string (uuid) Required

The identifier of the user whose portal role to update. Retrieve user IDs from GET /v3/projects/{projectId}/users.

Example9a3b4c5d-6e7f-8a9b-0c1d-2e3f4a5b6c7d

Body parameters

The portal role update request.

Change portal role

Assigns a new portal role to the user.

{
  "associated_portal_role_id": "f6a7b8c9-d0e1-2f3a-4b5c-6d7e8f9a0b1c"
}

object

Request to change a user's portal role.

associated_portal_role_id

string Required

Unique identifier of the new portal role to assign. Retrieve available roles from GET /v3/projects/{projectId}/users/roles (filter by RoleType = "Portal").

Min length1

Responses

200

Portal role updated successfully.

Workflow status updated successfully

The article workflow status has been transitioned successfully.

{
  "success": true,
  "request_id": "req_abc123def456",
  "errors": null,
  "warnings": null
}

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object

Base API response wrapper indicating success or failure.

success

boolean

Whether the API request was successful.

request_id

string

Unique identifier for request tracing and correlation.

Min length1

errors

Array of object (ApiError) | null

List of errors if the request failed.

object

Represents an error returned by the API.

code

string

Machine-readable error code (e.g. VALIDATION_ERROR, RESOURCE_NOT_FOUND).

Min length1

message

string

Human-readable error message.

Min length1

field

string | null

The request field that caused the error, if applicable.

details

string | null

Additional context about the error.

warnings

Array of object (ApiWarning) | null

List of non-fatal warnings from the request.

object

Represents a non-fatal warning from the API.

code

string

Machine-readable warning code.

Min length1

message

string

Human-readable warning message.

Min length1

400

Validation error in the request.

Expand All

object

RFC 7807 Problem Details response for V3 API errors. Content-Type: application/problem+json

type

string

URI reference identifying the error type (links to documentation).

Min length1

title

string

Short human-readable summary of the error type.

Min length1

status

integer (int32)

HTTP status code.

detail

string | null

Human-readable explanation specific to this occurrence.

instance

string | null

URI of the request that generated the error.

trace_id

string | null

Request trace identifier for correlation.

errors

Array of object (ApiError) | null

Structured list of specific errors (extension field).

object

Represents an error returned by the API.

code

string

Machine-readable error code (e.g. VALIDATION_ERROR, RESOURCE_NOT_FOUND).

Min length1

message

string

Human-readable error message.

Min length1

field

string | null

The request field that caused the error, if applicable.

details

string | null

Additional context about the error.

warnings

Array of object (ApiWarning) | null

Non-fatal warnings (extension field).

object

Represents a non-fatal warning from the API.

code

string

Machine-readable warning code.

Min length1

message

string

Human-readable warning message.

Min length1

401

Authentication token is missing or invalid.

Headers

WWW-Authenticate

string

Indicates the authentication scheme required. Returns `Bearer` with optional `error` and `error_description` parameters per RFC 6750.

Missing or invalid token

Authentication token is missing or invalid.

{
  "type": "https://developer.document360.com/errors/unauthorized",
  "title": "Unauthorized.",
  "status": 401,
  "detail": "The authentication token is missing or has expired.",
  "instance": null,
  "trace_id": "req_abc123def456",
  "errors": [
    {
      "code": "UNAUTHORIZED",
      "message": "Bearer token is missing or invalid.",
      "field": null,
      "details": null
    }
  ],
  "warnings": null
}

Expand All

object

RFC 7807 Problem Details response for V3 API errors. Content-Type: application/problem+json

type

string

URI reference identifying the error type (links to documentation).

Min length1

title

string

Short human-readable summary of the error type.

Min length1

status

integer (int32)

HTTP status code.

detail

string | null

Human-readable explanation specific to this occurrence.

instance

string | null

URI of the request that generated the error.

trace_id

string | null

Request trace identifier for correlation.

errors

Array of object (ApiError) | null

Structured list of specific errors (extension field).

object

Represents an error returned by the API.

code

string

Machine-readable error code (e.g. VALIDATION_ERROR, RESOURCE_NOT_FOUND).

Min length1

message

string

Human-readable error message.

Min length1

field

string | null

The request field that caused the error, if applicable.

details

string | null

Additional context about the error.

warnings

Array of object (ApiWarning) | null

Non-fatal warnings (extension field).

object

Represents a non-fatal warning from the API.

code

string

Machine-readable warning code.

Min length1

message

string

Human-readable warning message.

Min length1

404

User not found.

Resource not found

The requested resource was not found.

{
  "type": "https://developer.document360.com/errors/not-found",
  "title": "Not Found.",
  "status": 404,
  "detail": "The requested resource does not exist or has been deleted.",
  "instance": null,
  "trace_id": "req_abc123def456",
  "errors": [
    {
      "code": "RESOURCE_NOT_FOUND",
      "message": "The requested resource was not found.",
      "field": null,
      "details": null
    }
  ],
  "warnings": null
}

Expand All

object

RFC 7807 Problem Details response for V3 API errors. Content-Type: application/problem+json

type

string

URI reference identifying the error type (links to documentation).

Min length1

title

string

Short human-readable summary of the error type.

Min length1

status

integer (int32)

HTTP status code.

detail

string | null

Human-readable explanation specific to this occurrence.

instance

string | null

URI of the request that generated the error.

trace_id

string | null

Request trace identifier for correlation.

errors

Array of object (ApiError) | null

Structured list of specific errors (extension field).

object

Represents an error returned by the API.

code

string

Machine-readable error code (e.g. VALIDATION_ERROR, RESOURCE_NOT_FOUND).

Min length1

message

string

Human-readable error message.

Min length1

field

string | null

The request field that caused the error, if applicable.

details

string | null

Additional context about the error.

warnings

Array of object (ApiWarning) | null

Non-fatal warnings (extension field).

object

Represents a non-fatal warning from the API.

code

string

Machine-readable warning code.

Min length1

message

string

Human-readable warning message.

Min length1

429

Rate limit exceeded. Retry after the duration specified in the Retry-After header.

Headers

Retry-After

integer

Number of seconds to wait before retrying the request. Use exponential backoff with jitter for optimal retry behavior.

X-RateLimit-Limit

integer

The maximum number of requests allowed in the current time window. Limits are applied per API token per project.

X-RateLimit-Remaining

integer

The number of requests remaining in the current time window. When this reaches 0, subsequent requests will receive a 429 response.

X-RateLimit-Reset

integer

The UTC epoch timestamp (in seconds) when the current rate limit window resets.

Rate limit exceeded

Rate limit exceeded.

{
  "type": "https://developer.document360.com/errors/too-many-requests",
  "title": "Too Many Requests.",
  "status": 429,
  "detail": "Rate limit exceeded. Retry after the duration specified in the Retry-After header.",
  "instance": null,
  "trace_id": "req_abc123def456",
  "errors": [
    {
      "code": "TOO_MANY_REQUESTS",
      "message": "Rate limit exceeded. Retry after the duration specified in the Retry-After header.",
      "field": null,
      "details": null
    }
  ],
  "warnings": null
}

Expand All

object

RFC 7807 Problem Details response for V3 API errors. Content-Type: application/problem+json

type

string

URI reference identifying the error type (links to documentation).

Min length1

title

string

Short human-readable summary of the error type.

Min length1

status

integer (int32)

HTTP status code.

detail

string | null

Human-readable explanation specific to this occurrence.

instance

string | null

URI of the request that generated the error.

trace_id

string | null

Request trace identifier for correlation.

errors

Array of object (ApiError) | null

Structured list of specific errors (extension field).

object

Represents an error returned by the API.

code

string

Machine-readable error code (e.g. VALIDATION_ERROR, RESOURCE_NOT_FOUND).

Min length1

message

string

Human-readable error message.

Min length1

field

string | null

The request field that caused the error, if applicable.

details

string | null

Additional context about the error.

warnings

Array of object (ApiWarning) | null

Non-fatal warnings (extension field).

object

Represents a non-fatal warning from the API.

code

string

Machine-readable warning code.

Min length1

message

string

Human-readable warning message.

Min length1

500

An unexpected server error occurred.

Unexpected server error

Unexpected server error.

{
  "type": "https://developer.document360.com/errors/internal-error",
  "title": "Internal Server Error.",
  "status": 500,
  "detail": "An unexpected error occurred. Please try again or contact support.",
  "instance": null,
  "trace_id": "req_abc123def456",
  "errors": [
    {
      "code": "INTERNAL_SERVER_ERROR",
      "message": "An unexpected error occurred.",
      "field": null,
      "details": null
    }
  ],
  "warnings": null
}

Expand All

object

RFC 7807 Problem Details response for V3 API errors. Content-Type: application/problem+json

type

string

URI reference identifying the error type (links to documentation).

Min length1

title

string

Short human-readable summary of the error type.

Min length1

status

integer (int32)

HTTP status code.

detail

string | null

Human-readable explanation specific to this occurrence.

instance

string | null

URI of the request that generated the error.

trace_id

string | null

Request trace identifier for correlation.

errors

Array of object (ApiError) | null

Structured list of specific errors (extension field).

object

Represents an error returned by the API.

code

string

Machine-readable error code (e.g. VALIDATION_ERROR, RESOURCE_NOT_FOUND).

Min length1

message

string

Human-readable error message.

Min length1

field

string | null

The request field that caused the error, if applicable.

details

string | null

Additional context about the error.

warnings

Array of object (ApiWarning) | null

Non-fatal warnings (extension field).

object

Represents a non-fatal warning from the API.

code

string

Machine-readable warning code.

Min length1

message

string

Human-readable warning message.

Min length1

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