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Fetch Client profile

Retrieve the authenticated customer’s core customer/account profile. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators, integration developers, external portal backend teams and security reviewersPermission: Valid short-lived client sessionModule v1.0.0
Jump to steps
Where to goExternal backend → GET /proplix_api_gateway/portal_api/me/client_profile
Before you start
  • Verify the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What you’ll accomplish

Retrieve the authenticated customer’s core customer/account profile. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to External backend → GET /proplix_api_gateway/portal_api/me/client_profile.
  2. Find the record, endpoint, field or action used to fetch client profile.
  3. Complete the displayed values exactly as described in this guide.
  4. Select the available save, submit, send, upload, create, update or confirm action.
  5. Return to the related register, portal, activity log or API response and verify the expected result.

Fields and options to review

Sectionclient_profile
ReturnsCore customer/account profile.

Rules the system enforces

  • The portal profile must allow the section.
  • Core CRM/client portal permissions and client ownership still apply.

How to confirm it worked

  • The fetch client profile workflow completes without a validation, permission, ownership or availability error.
  • The related record, portal view, activity entry, notification log or API response shows the expected state.
  • Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

  • Use controlled test records and non-production credentials before wider rollout.
  • Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Understand customer ownershipFetch ContactsClient data sections and paginationBrowse all Proplix Secure API Gateway guidesEnterprise integrationsClient portal overviewApply API request throttlingUnderstand one-way API-token storageManage API-token lifecycle metadataData, privacy and security