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Users

Find

Web service type: Method driven

Resource location: /webservices/finder.asmx?wsdl

Method

public Message[] Search(
string type, // Finder type, See Finder type.
string pattern, // The search pattern. May contain wildcards * and ?
int field, // Fields to search through, see Search fields.
int firstRow, // First row to return, usefull for paging
int maxRows, // Maximum number of rows to return, usefull for paging
string[][] options, // See options below
out FinderData data) // Search results

Finder type

USR

Search fields

Field IDFields searched
0code and name
1code
2name

The method will return an array containing validation messages. If there are no errors, then the data parameter will contain the actual search result.

Options

OptionTypeDescription
accessrulesenumeration: 0, 1Disabling the access rules is only possible if the user has access to user management.
mutualofficesenumeration: 0, 1Shows all users who have access to a selection of offices that overlaps with the Web Service user permissions.

Read

Web service type: XML Web Services

XML

Below example reads the user settings for user 001.

<read>
<type>user</type>
<code>001</code>
</read>

Create/Update/Delete

If the user is not found it will be automatically created, otherwise it is updated. Set user/header/@status to deleted for deleting a user.

Root

XML structure
<user>
<smslogin></smslogin>
<office></office>
<account></account>
<time></time>
<expenses></expenses>
<performance></performance>
</user>
XML structure with federation
<user>
<smslogin></smslogin>
<office></office>
<account></account>
<time></time>
<expenses></expenses>
<federation></federation>
<performance></performance>
</user>

Element name: user

NameDescription
smsloginContains information of the sms login settings.
officeContains information of the offices the user has access to.
accountThe account information of the user.
timeContains information of the time settings.
expensesContains information of the expenses settings.
federationContains information required to federate a user to use a particular identity server. This functionality can be enabled on request. Please contact the Twinfield Support Desk for more information.
performanceNot in use.

User

XML structure
<user>
<code></code>
<name></name>
<shortname></shortname>
<nameview></nameview>
<type></type>
<acceptextracost></acceptextracost>
<demo></demo>
<password></password>
<culture></culture>
<email></email>
<role></role>
<support></support>
<exchangequota></exchangequota>
<filemanagerquota></filemanagerquota>
<freetext1></freetext1>
<freetext2></freetext2>
<freetext3></freetext3>
<invitationstatus></invitationstatus>
</user>

Element name: user

Property nameValueDescription
@iscurrentusertrue
false
@level
@statusactive
deleted
hide
For creating and updating status may be left empty. For deleting deleted should be used. In case a user that is used in a transaction is deleted, its status has been changed into hide. Hidden users can be activated by using active.
codecodeCode of the user.
touchedintegerCount of the number of times the user settings are changed.
Read-only attribute.
createddatetimeThe date/time the user was created.
Read-only attribute.
modifieddatetimeThe last date/time the user was modified.
Read-only attribute.
namestring(40)The name of the user.
shortnamestring(20)The short name of the user.
nameviewNot in use.
typeaccountant
accountantcustomer
regular
User type, will be validated with the office type. Use regular in case of a non-accountancy organisation.
acceptextracosttrue
false
Are extra costs accepted when changing the role (subscription) of the user.
demotrue
false
Indicates whether the user will be used only for training purposes.
Only available when type is equal to Client of accountant.
passwordstringThe password for the user.
culturecs-CZ = čeština (Česká republika)
de-DE = Deutsch (Deutschland)
da-DK = dansk (Danmark)
en-GB = English (United Kingdom)
fr-FR = français (France)
hu-HU = magyar (Magyarország)
nl-NL = Nederlands (Nederland)
The culture in which Twinfield is shown.
emailstring(128)The user’s email address.
rolecodeThe role the user is linked to.
supportNot in use.
exchangequotaintegerTwinfield Analysis quota.
filemanagerquotaintegerFile Manager quota.
freetext1Not in use.
freetext2Not in use.
freetext3Not in use.
invitationstatusNotInvited = Not invited to Wolters Kluwer account
Invited = Invited to Wolters Kluwer account
Active = Active Wolters Kluwer account
When creating a new user or updating an existing noninvited user, you can set this property to: Invited, to invite the user to Wolters Kluwer account. Important: this has effect only for organisations toggled for invitation. If a user is updated or created with the tag "invitationstatus" the tags <culture>, <name> and <role> are mandatory.

SMS Login

XML structure
<smslogin>
<phonenumber></phonenumber>
<service></service>
</smslogin>

Element name: smslogin

Property nameValueDescription
phonenumberstringThe phone number the SMS is sent to in case the SMS logon package is enabled.
service0 = Disable SMS logon package
1 = Enable SMS logon package
Enable or disable the SMS logon package.
servicesnodeRead-only node.

Office

XML structure
<office>
<default></default>
<template></template>
<offices></offices>
</office>

Element name: office

warning

The template field is deprecated and will be removed. This feature will be sunset on 31-12-2024. Use templatecompanyaccess instead.

Property nameValueDescription
defaultcodeThe default office code; if this field is empty the user will be asked to select a company after the login.
templatetrue
false
DEPRECATED Indicates if the user has access to template companies.
templatecompanyaccessNoUse = No access to the template company
UseAndManage = Edit right on the template company
UseOnlyForCompanyCreation = Create a new company based on a template company, although no edit rights on the template company
When creating a new user or updating an existing user, you can set this property to indicates user's right to template companies.
officesnodeList of companies the user has access to.
restrictedNot in use.

Offices

XML structure
<offices>
<office></office>
</offices>

Element name: offices

Property nameValueDescription
officecodeThe office code the user has access to.

Federation

XML structure
<federation>
<domain></domain>
<email></email>
</federation>

Element name: federation

Property nameValueDescription
domainstringThe domain name of the identity provider registered in the Wolters Kluwer account.
emailstring(128)The user’s email address to be used for federation.

Account status

XML structure
<account>
<sso></sso>
<expire></expire>
<disable></disable>
</account>

Element name: office

Property nameValueDescription
@lockedtrue
false
Is the user account locked?
@lastlogondatetimeThe last date/time the user was logged on.
@failedlogonsintegerThe number of successively failed logons.
sso0 = disabled
1 = enabled
2 = required
Single Sign On. This option is only available when Single Sign On is enabled on the organisation.
expiredateDate when the password expires. This option is not available when SingleSignOn (sso) is enabled or required.
disablenodeStart date/time and end date/time when the account is disabled.

Disable

XML structure
<disable>
<from></from>
<to></to>
</disable>

Element name: disable

Property nameValueDescription
fromdatetimeThe date/time from which the user is disabled.
Format is yyyyMMddHHmmss.
todatetimeThe date/time until the user is disabled.
Format is yyyyMMddHHmmss.

Time

XML structure
<time>
<authoriser></authoriser>
<weekhours></weekhours>
</time>

Element name: office

Property nameValueDescription
authorisercodeUser code for authorizing time transactions.
weekhoursintegerWork hours per week.

Expenses

XML structure
<expenses>
<dimension1></dimension1>
<dimension2></dimension2>
<dimension3></dimension3>
<dimension4></dimension4>
</expenses>

Element name: office

Property nameValueDescription
dimension1codeDefault general ledger account for posting hour journals.
dimension2codeDefault cost center for posting hour journals.
dimension3codeDefault project for posting hour journals.
dimension4codeDefault activity for posting hour journals.

User actions

XML structure
<user status="">
<code></code>
<deletereason></deletereason>
</user>

Element name: user

Property nameValueDescription
@statusactive
deleted
hide
For creating and updating status may be left empty. For deleting deleted should be used. In case a user that is used in a transaction is deleted, its status has been changed into hide. Hidden users can be activated by using active.
codecodeThe user code.
deletereasonnodeThe reason of deleting the user.

Delete reason

XML structure
<deletereason>
<code></code>
<comment></comment>
</deletereason>

Element name: user

Property nameValueDescription
codeproduct
servicenew
pricingnew
changetwfsubscription
defaulting
nolongeroperative
The reason why the user will be deleted.
commentstring(1000)Brief description why the user will be deleted.