Users, Teams, and Assignees
Discover users before assigning reviews, approvals, workflows, and document ownership.
Users and teams show up in assignment, approval, workflow, and review flows.
When to use user data
Use user and assignee endpoints when you need to:
- Assign a document for review.
- Route a workflow step to a user or group.
- Filter documents by owner, reviewer, or assignee.
- Build an approval request.
- Show a user-facing audit trail.
Agent guidance
Agents should discover users and teams immediately before assigning work. Avoid storing user IDs in prompts or generated configuration unless the integration owns the lifecycle and has a refresh strategy.
Privacy and permissions
Returned users are scoped to the caller's permissions. If an expected user or team is missing, check the caller's API key, organisation, and Vault access before retrying with guessed identifiers.