> For the complete documentation index, see [llms.txt](https://detected.gitbook.io/detected-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://detected.gitbook.io/detected-docs/api-reference/profiles/portal-configuration.md).

# Portal Configuration

The onboarding portal configuration assigned to a profile. The configuration defines the steps required in the onboarding process. See the Onboarding Portal Configurations section for the configurations available in your account.

## Retrieve a profile portal configuration

> Returns the portal configuration currently assigned to a profile, with the detail of every setting. \*\*List portal configurations\*\* (\`GET /portal-configurations\`) lists the available configurations.

```json
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```

## Update a profile portal configuration

> Updates the portal configuration assigned to a profile. Currently you can only update the forms assigned to the configuration. More options will be added over time.\
> \
> To remove all forms from the configuration, set \`forms.form\_ids\` to \`null\`. See the examples.

```json
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ID.","properties":{"id":{"description":"Model ID.","type":"integer","nullable":true}},"type":"object","nullable":false},"max_number":{"description":"Maximum number of partners that can be added.","type":"number","nullable":true},"auto_screening":{"description":"Whether representatives added in this section are screened automatically.","type":"boolean","nullable":false},"partner_company":{"description":"Partner company settings.","properties":{"max_number":{"description":"Maximum number of partner companies that can be added.","type":"number","nullable":true},"people_model":{"description":"Representative model ID.","properties":{"id":{"description":"Model ID.","type":"integer","nullable":true}},"type":"object","nullable":false}},"type":"object","nullable":false}},"type":"object","nullable":true},"syndicate_manager":{"description":"Syndicate manager settings.","properties":{"enabled":{"description":"Whether this section is shown in the portal.","type":"boolean","nullable":false},"people_model":{"description":"Representative model ID.","properties":{"id":{"description":"Model ID.","type":"integer","nullable":true}},"type":"object","nullable":false},"auto_screening":{"description":"Whether representatives added in this section are screened automatically.","type":"boolean","nullable":false},"max_number":{"description":"Maximum number of syndicate managers that can be added.","type":"number","nullable":true}},"type":"object","nullable":true},"individual":{"description":"Individual representative settings.","properties":{"enabled":{"description":"Whether this section is shown in the portal.","type":"boolean","nullable":false},"people_model":{"description":"Representative model ID.","properties":{"id":{"description":"Model ID.","type":"integer","nullable":true}},"type":"object","nullable":false},"auto_screening":{"description":"Whether representatives added in this section are screened automatically.","type":"boolean","nullable":false},"max_number":{"description":"Maximum number of individual representatives that can be added.","type":"number","nullable":true}},"type":"object","nullable":true},"lead_partner":{"description":"Lead partner settings.","properties":{"enabled":{"description":"Whether this section is shown in the portal.","type":"boolean","nullable":false},"people_model":{"description":"Representative model ID.","properties":{"id":{"description":"Model ID.","type":"integer","nullable":true}},"type":"object","nullable":false},"auto_screening":{"description":"Whether representatives added in this section are screened automatically.","type":"boolean","nullable":false},"max_number":{"description":"Maximum number of lead partners that can be added.","type":"number","nullable":true}},"type":"object","nullable":true},"additional_locations":{"description":"Additional locations settings.","properties":{"enabled":{"description":"Whether this section is shown in the portal.","type":"boolean","nullable":false}},"type":"object","nullable":true},"entities":{"description":"Entities settings.","properties":{"enabled":{"description":"Whether this section is shown in the portal.","type":"boolean","nullable":false}},"type":"object","nullable":true},"forms":{"description":"Forms settings.","properties":{"enabled":{"description":"Whether this section is shown in the portal.","type":"boolean","nullable":false},"form_ids":{"description":"List of form IDs.","type":"array","items":{"type":"number"},"nullable":true}},"type":"object","nullable":true},"questionnaire":{"description":"Questionnaire settings, or `null` if not used.","type":"object","nullable":true,"additionalProperties":true},"shareholder":{"description":"Shareholder settings, or `null` if not used.","type":"object","nullable":true,"additionalProperties":true},"shareholder_entity":{"description":"Shareholder entity settings, or `null` if not used.","type":"object","nullable":true,"additionalProperties":true}},"type":"object","additionalProperties":true,"description":"The portal configuration applied to the profile. It has a block of settings for each part of the portal and each representative type; blocks that don't apply are `null`, and new settings may be added over time."}},"headers":{"X-RateLimit-Limit":{"description":"Maximum number of requests allowed in the rate limit window.","schema":{"type":"number","nullable":false}},"X-RateLimit-Remaining":{"description":"Number of requests remaining in the current rate limit window.","schema":{"type":"number","nullable":false}},"Retry-After":{"description":"Number of seconds to wait before making another request. Returned when the rate limit has been reached.","schema":{"type":"number","nullable":false}},"X-RateLimit-Reset":{"description":"Unix timestamp (in seconds) at which the rate limit resets. Returned when the rate limit has been reached.","schema":{"type":"number","nullable":false}}},"responses":{"401":{"description":"Unauthorized. The access token is missing, invalid or has expired.","content":{"application/json":{"schema":{"properties":{"message":{"description":"A human-readable description of the error.","type":"string"}},"type":"object"}}}},"404":{"description":"Not Found. The requested resource does not exist, or is not available to your account.","content":{"application/json":{"schema":{"properties":{"message":{"description":"A human-readable description of the error.","type":"string"},"error":{"description":"Machine-readable details of the error.","type":"object","properties":{"key":{"description":"Error code, for example `error.generic`.","type":"string"},"params":{"description":"Values used in the error message, if any.","type":"array","items":{}}}}},"type":"object"}}}},"429":{"description":"Too Many Requests. You have exceeded the rate limit. Wait for the number of seconds given in the `Retry-After` header before trying again.","headers":{"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"},"Retry-After":{"$ref":"#/components/headers/Retry-After"},"X-RateLimit-Reset":{"$ref":"#/components/headers/X-RateLimit-Reset"}},"content":{"application/json":{"schema":{"properties":{"message":{"description":"A human-readable description of the error.","type":"string"}},"type":"object"}}}}}},"paths":{"/profiles/{uuid}/portal-configuration":{"patch":{"tags":["Profile Portal Configuration"],"summary":"Update a profile portal configuration","description":"Updates the portal configuration assigned to a profile. Currently you can only update the forms assigned to the configuration. More options will be added over time.\n\nTo remove all forms from the configuration, set `forms.form_ids` to `null`. See the examples.","operationId":"1175fa5ebfe28c414632bed7ebf0b0bf","parameters":[{"$ref":"#/components/parameters/profileUuid"}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ProfilePortalConfigurationUpdateRequest"}}}},"responses":{"200":{"description":"OK","headers":{"X-RateLimit-Limit":{"$ref":"#/components/headers/X-RateLimit-Limit"},"X-RateLimit-Remaining":{"$ref":"#/components/headers/X-RateLimit-Remaining"}},"content":{"application/json":{"schema":{"properties":{"data":{"$ref":"#/components/schemas/ProfilePortalConfigurationResourceResponse"}},"type":"object"}}}},"401":{"$ref":"#/components/responses/401"},"404":{"$ref":"#/components/responses/404"},"429":{"$ref":"#/components/responses/429"}}}}}}
```


---

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