🏢Firms

The hubs of the financial world

What is a Firm?

A Firm in the financial world is essentially a business. Since Plannr CRM is a tool for financial advisers, anyone that uses Plannr will belong to a Firm. Firms are the hubs for everything on Plannr, containing vast amounts of models representing different areas of the business in the real world such as Accounts for Clients/Employees, Business Reports and Plans.

In an API context within Plannr, many models are stored and authenticated against a Firm. Through relationships, most models belong to a Firm one way or another. For example, a Folder for Files belongs to an Account, which in turn belongs to a Firm.

API Perspective

Currently, there is no way to make a Firm externally through the API. A Firm and an initial User will be set up for you upon gaining access to the Plannr API. It is recommended to familiarise yourself with a Firm's UUID, as this will often be needed when using the API. The best way to think about a Firm is as a point of origin, which almost everything relates back to.