Root Advisor

The Root Advisor is the highest admin role in TAPP Cash — one per organization, created by the TAPP Cash team at onboarding — with full access to create and manage all other admin users, branches, client portfolios, and reports.

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Capabilities

• Create and manage branches that group advisors and their client portfolios
• Create and manage Head Branch Managers and Branch Managers
• Create and manage Advisors directly
• View all client portfolios — Individual and Business Owner — across every branch in the organization
• View all accounts, balances, transfers, transfer requests, and auto-payments
• View all reports — client-level and system-level — across the entire organization
• Full read/write access to all admin resources

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First-Time Setup Workflow

After receiving credentials from [email protected], the Root Advisor sets up the organization's structure before any clients can be invited.

flowchart TD
    A["Authenticate<br/>POST /entrypoint/org/v1/sessions"]
    C["Create branches<br/>(one per operating region or team)"]
    D["Create Head Branch Managers<br/>(optional — for large organizations)"]
    E["Create Branch Managers<br/>(assign to branches)"]
    F["Create Advisors<br/>(assign to branches)"]
    G(["Organization is ready<br/>Advisors can now invite clients"])

    A --> C --> D --> E --> F --> G

Branches, Head Branch Managers, Branch Managers, and Advisors can be created in any order, but creating branches first makes it easier to assign admin users to them during creation.

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Step 1 — Authenticate

Use your clientId and clientSecret to create a session. See Authentication for the full flow.

POST /entrypoint/org/v1/sessions
X-Client-Id: <clientId>

All subsequent requests must include X-Session-Id and X-Client-Id headers.

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Step 2 — Build Your Admin Hierarchy

Create your organization's admin structure. The depth of the hierarchy depends on your organization's size — a small integration may use only branches and Advisors; a large one may use the full four-tier hierarchy.

Typical setup sequence:

Detailed API calls for creating Head Branch Managers, Branch Managers, and Advisors are covered in the full API Reference section.

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Step 3 — Monitor the Organization

Once the hierarchy is set up and Advisors start inviting clients, the Root Advisor can monitor the entire organization:

List all Advisors:

GET /branches/private/v1/advisor

• Auth: Root Advisor access token

GET /branches/private/v1/advisor?page[number]=1&page[size]=20
X-Session-Id: <sessionId>
X-Client-Id:  <clientId>

List Individual clients across all branches:

GET /branches/private/v1/individual

• Auth: Root Advisor access token
• Returns clients across all branches (not scoped to a single advisor)

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Session Handling

Sessions expire after 24 hours. When you receive 401, create a new session via POST /entrypoint/org/v1/sessions and retry the request.

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Full Access Summary