1. AuditDashboard API v1
AuditDashboard Developer Portal
  • AuditDashboard API v1
    • AuditDashboard Developer Portal
    • Clients
      • Get All Clients
      • Create Clients
      • Update Clients
      • Deactivate Clients
      • Activate Clients
      • Client Details
      • Update Client
      • Deactivate Client
      • Activate Client
    • Divisions
      • Get Active Divisions
    • Engagements
      • Get Engagements by Status
      • Create Engagements
      • Update Engagement
      • Update Engagement Statuses
      • Delete Engagements
      • Get Engagement Details
      • Update Engagement
      • Update Engagement Status
      • Delete Engagement
      • Download Engagement Documents
      • Download Engagement Request Report
      • Download 'All Engagements' Report
      • /api/public/engagements/{engagementID}/activityFeed
      • /api/public/engagements/{engagementID}/requestlistreportdata
    • Insights
      • Get Engagement Activity Log Parameters
      • Engagement Activity Log
      • Get Engagement by Last Activity Report Parameters
      • Engagement by Last Activity
      • Get Active Professional Users for Schedule
      • User Activity and Status
      • Schedule
    • Requests
      • Get Engagement Requests
      • Get Request by ID
      • Update Request Details
      • Update Request Status and Priority
      • Delete Request
      • Create Requests
      • Update Multiple Requests
      • Update Request Status and Priority
      • Delete Multiple Requests
      • Get Request History Feed
      • Get Request Activity Feed
      • Add Comment to Request
      • Delete a Request Comment
      • Delete a Request Document
      • Download Request Documents
      • Update Multiple Request Restrictions
      • Update Single Request Restrictions
      • Upload Request Document
    • Users
      • Get Users by Status
      • Create Users
      • Update Multiple Users
      • Deactivate Users
      • Activate Users
      • Get User Details
      • Update User Details
      • Deactivate User
      • Activate User
      • Invite Users
      • Generate User Activity Report
    • Authorization
      • Authorization call for Bearer Token
    • Trash
      • Get Trash Types
      • Get Trash List
      • Restore Trash Items
      • Permanently deletes trash items.
      • Restore a Trash Item
      • Permanently deletes a trash item.
    • Files
      • List Containers
      • Set Container Notifications
      • List Folders in Container
      • List Files in Container Root
      • List Files in Folder
      • Share File or Folder
      • Unshare File or Folder
      • Download File
      • Download Folder Contents
      • Create Download Group
    • Schemas
      • Schemas
      • v2
      • v1
      • APICompanyCreateModel
      • APICompanyModel
      • APICompanyUpdateModel
      • APIEngagementActivityLogModel
      • APIContainerModel
      • APIEngagementCreateModel
      • APIEngagementModel
      • APIEngagementMonthlyReportModel
      • APIEngagementUpdateModel
      • APIEngagementUser
      • APIRequestCreateModel
      • APIRequestModel
      • APIFileModel
      • APIRequestRestricModel
      • APIFolderModel
      • APIRequestUpdateModel
      • APIUserCreateModel
      • APITrashModel
      • APIUserModel
      • APIUserUpdateModel
      • AuthenticationProvider
      • APIShareRequestModel
      • ETag
      • EngagementNotificationType
      • EngagementStatus
      • FeedItem
      • FeedType
      • AccessType
      • MultiFactorType
      • AddressFamily
      • NotificationFrequency
      • AsnEncodedData
      • ProblemDetails
      • Assembly
      • RegistrationStatus
      • AsymmetricAlgorithm
      • RequestNotificationType
      • RequestStatus
      • ByteReadOnlyMemory
      • TrackingInfo
      • ByteReadOnlySpan
      • CallingConventions
      • TrashType
      • CancellationToken
      • Claim
      • ClaimsIdentity
      • ClaimsPrincipal
      • ConnectionInfo
      • ConstructorInfo
      • CreateDownloadGroupRequest
      • CustomAttributeData
      • CustomAttributeNamedArgument
      • CustomAttributeTypedArgument
      • EventAttributes
      • EventInfo
      • FieldAttributes
      • FieldInfo
      • FileType
      • GenericParameterAttributes
      • HostString
      • HttpContext
      • HttpRequest
      • HttpResponse
      • ICustomAttributeProvider
      • IIdentity
      • IPAddress
      • IResponseCookies
      • IServiceProvider
      • ISession
      • IntPtr
      • KeySizes
      • LayoutKind
      • MemberInfo
      • MemberTypes
      • MethodAttributes
      • MethodBase
      • MethodImplAttributes
      • MethodInfo
      • Module
      • ModuleHandle
      • Oid
      • ParameterAttributes
      • ParameterInfo
      • PathString
      • PipeWriter
      • PropertyAttributes
      • PropertyInfo
      • PublicKey
      • QueryString
      • RuntimeFieldHandle
      • RuntimeMethodHandle
      • RuntimeTypeHandle
      • SafeWaitHandle
      • SecurityRuleSet
      • SetContainerNotificationsRequest
      • SetContainerNotificationsResponse
      • StringStringKeyValuePair
      • StringStringValuesKeyValuePair
      • StructLayoutAttribute
      • Type
      • TypeAttributes
      • TypeInfo
      • TypeObjectKeyValuePair
      • WaitHandle
      • WebSocketManager
      • X500DistinguishedName
      • X509Certificate2
      • X509Extension
  • AuditDashboard Open API v2
    • Clients
      • Get All Clients
      • Create Clients
      • Update Clients
      • Deactivate Clients
      • Activate Clients
      • Client Details
      • Update Client
      • Deactivate Client
      • Activate Client
    • Users
      • /api/v2/query
      • /api/v2/list
      • Get Users by Status
      • Create Users
      • Update Multiple Users
      • Deactivate Users
      • Activate Users
      • Get User Details
      • Update User Details
      • Deactivate User
      • Activate User
      • Invite Users
      • Generate User Activity Report
    • Divisions
      • Get Active Divisions
    • Engagements
      • Get Engagements by Status
      • Create Engagements
      • Update Engagement
      • Update Engagement Statuses
      • Delete Engagements
      • Get My Engagements
      • Get My Overdue Engagements
      • Get Engagements Ready To Complete
      • Get Engagement Details
      • Update Engagement
      • Update Engagement Status
      • Delete Engagement
      • Duplicate Engagement
      • Download Engagement Documents
      • Get Engagement Activity Feed
      • Download Engagement Request Report
      • Download 'All Engagements' Report
    • Files
      • List Containers
      • Create Company Cabinet
      • Set Container Notifications
      • Update Folder
      • Delete Folder
      • List Folders in Container
      • Create Folder
      • List Files in Container Root
      • Upload File to Container
      • List Files in Folder
      • Upload File to Folder
      • Share File or Folder
      • Unshare File or Folder
      • Delete Cabinet
      • Download File
      • Download Folder Contents
      • Create Download Group
    • Insights
      • Get Engagement by Last Activity Report Parameters
      • Engagement by Last Activity
      • User Activity and Status
    • Me
      • Get Current User
    • Requests
      • Get Engagement Requests
      • Get Requests Pending My Review
      • Get My Requests
      • Get My Overdue Requests
      • Get Requests I've Flagged
      • Get Request by ID
      • Update Request Details
      • Update Request Status and Priority
      • Delete Request
      • Create Requests
      • Update Multiple Requests
      • Update Request Status and Priority
      • Delete Multiple Requests
      • Get Request History Feed
      • Get Request Activity Feed
      • Get Mentionable Users for a Request
      • Add Comment to Request
      • Send Files to Engagement
      • Delete a Request Comment
      • Delete a Request Document
      • Download Request Documents
      • Update Multiple Request Restrictions
      • Update Single Request Restrictions
      • Upload Request Document
    • Trash
      • Get Trash Types
      • Get Trash List
      • Restore Trash Items
      • Restore a Trash Item
    • Schemas
      • AccessType
      • AddressFamily
      • AggregateFunction
      • APIActivityFeedPageModel
      • APIBatchItemResult
      • APICompanyCreateModel
      • APICompanyModel
      • APICompanyUpdateModel
      • APIContainerCreateModel
      • APIContainerModel
      • APIDivisionModel
      • APIEngagementAutomationsModel
      • APIEngagementCreateModelV2
      • APIEngagementDuplicateModelV2
      • APIEngagementModelV2
      • APIEngagementMonthlyReportModel
      • APIEngagementSummaryModelV2
      • APIEngagementUpdateModelV2
      • APIEngagementUser
      • APIFeedItemModel
      • APIFileModel
      • APIFileTransferRequestModel
      • APIFileTransferResponseModel
      • APIFileTransferResultModel
      • APIFolderCreateModel
      • APIFolderModel
      • APIFolderUpdateModel
      • APIMeDivisionModel
      • APIMeModel
      • APIMentionableUserModel
      • APIMeRoleModel
      • APIRequestCreateModel
      • APIRequestModel
      • APIRequestRestricModel
      • APIRequestUpdateModel
      • APIShareRequestModel
      • APIStatusModel
      • APITrashModel
      • APIUserCreateModel
      • APIUserModel
      • APIUserUpdateModel
      • AsnEncodedData
      • AsymmetricAlgorithm
      • AuthenticationProvider
      • AutomationTrigger
      • BatchItemOutcome
      • CalculationExpression
      • CalculationOperator
      • CancellationToken
      • Claim
      • ClaimsIdentity
      • ClaimsPrincipal
      • ColumnFormatOptions
      • ColumnInfo
      • ConnectionInfo
      • CreateDownloadGroupRequest
      • EngagementNotificationType
      • EngagementStatus
      • ETag
      • FeedItem
      • FeedType
      • FileType
      • HostString
      • HttpContext
      • HttpRequest
      • HttpResponse
      • IFormFile
      • IIdentity
      • IPAddress
      • IResponseCookies
      • IServiceProvider
      • ISession
      • KeySizes
      • KeyValuePairOfstringAndstring
      • KeyValuePairOfstringAndStringValues
      • KeyValuePairOfTypeAndObject
      • MultiFactorType
      • NotificationFrequency
      • ObjectReference
      • Oid
      • PagedResultOfAPICompanyModel
      • PagedResultOfAPIContainerModel
      • PagedResultOfAPIEngagementModelV2
      • PagedResultOfAPIEngagementSummaryModelV2
      • PagedResultOfAPIFileModel
      • PagedResultOfAPIFolderModel
      • PagedResultOfAPIRequestModel
      • PagedResultOfAPIUserModel
      • PathString
      • Permission
      • PermissionList
      • PermissionType
      • PipeReader
      • PipeWriter
      • ProblemDetails
      • PublicKey
      • QueryColumn
      • QueryRequest
      • QueryString
      • ReadOnlyMemoryOfbyte
      • RequestNotificationType
      • RequestStatus
      • SafeWaitHandle
      • SetContainerNotificationsRequest
      • SetContainerNotificationsResponse
      • SqlDbType
      • Stream
      • TableInfo
      • TrackingInfo
      • TrashType
      • Type
      • WaitHandle
      • WebSocketManager
      • X500DistinguishedName
      • X509Certificate2
      • X509Extension
  1. AuditDashboard API v1

AuditDashboard Developer Portal

Overview#

The AuditDashboard Open API provides secure and programmatic access to manage clients, engagements, engagement documents, requests, users, trash, and insights. Designed for seamless integration, the API enables automation and data retrieval across key areas of the AuditDashboard platform.
We're committed to your success. For code samples, and dedicated integration support, please reach out. We're here to help you get started quickly and maximize the power of the AuditDashboard Open API.

API Endpoints#

Clients API – Create, update, and manage client companies individually or in bulk.
Engagements API – Manage audit engagements, including statuses, assignments, updates, and extract, transform and load files saved in request lists.
Requests API – Handle engagement-related requests, including creation, retrieval, updates, file downloads, and workflow tracking.
Users API – Manage user accounts, roles, and permissions.
Files API – A set of APIs for customers that subscribe to our File Sharing Portal.
Insights API – Retrieve and download insights and client-related data individually or in bulk.
Trash API – List items in trash, permanently delete, or restore items.

Authentication#

The AuditDashboard Open API utilizes a secure two-step authentication process to protect your data. First, you'll need to obtain a bearer token using your API Key and Service Account credentials. Think of this like getting a special keycard to access our system.
To get started, gather the following:
API Key: Your unique key to access the API (contact us at support@auditdashboard.com to get yours).
Service Account Email: The email for your dedicated service account.
Service Account Password: The password for your service account.
Tenant Subdomain: Your company's subdomain in the AuditDashboard URL (e.g., yourcompany in yourcompany.auditdashboard.com).
API Suffix: Any suffix used in your API's URL. (Generally .com)
With these in hand, you can make a request to our token endpoint (/api/account/serviceToken) and exchange these credentials for a bearer token. This token, like that keycard, grants access to the rest of the API's features, allowing you to manage clients, engagements, engagement documents, requests, users, and reports.
Our Postman Collection parameterizes all this for you. Request it today.

Getting Started#

1.
Obtain API Credentials – Contact your account representative to set up an API Service account and receive your API Key, Username, and Password.
2.
Explore the API – Explore the developer documentation by using the navigation on the left.
3.
Integrate with Sample Requests – Reference our sample requests to streamline implementation.
4.
Download Postman Collection – contact support@auditdashboard.com

Rate Limits#

To ensure optimal performance, the API enforces a rate limit of 20 requests per second. For higher limits, contact support@auditdashboard.com.

Need Help?#

For further assistance, contact support@auditdashboard.com. 🚀
Modified at 2026-09-02 03:36:44
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