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Excerpt
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Find out how to create a new Access Tokens

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Table of Contents

Table of Contents
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Navigating to Access Tokens

Info

FOUNDATION > ACCESS TOKENS > MANAGE ACCESS TOKENS

Using Access Tokens

Use the Access Tokens module in CRM.COM to create or edit existing Access Tokens which will be used to identify and authenticate your customers in CRM.COM.

  • Navigate to Access Tokens and explore existing records via
the Summary
  • the Summary page. 
  • Click on the link (name or number) of the record of your interest to enter the Data Entry Page and
have a better look of the available information. 
Use the Actions Menu to create a new (NEW) Access Token or
  • see more detail.
  • Use the Actions Menu to create a NEW Access Token, modify (EDIT)
. You are not allowed to delete an access token.
Use the BACK link to go back to the summary
  •  or DELETE an existing one. 
  • Use BACK to return to the Summary page and CANCEL to
cancel
  • revert any unwanted changes made to the Access Token. 
  • Click on ACTIONS to see
the
  • available actions
to
  • that can be
performed on Access Tokens and visit the Advanced Section for a thorough description of each of the actions.
Check out the attributes table below for a thorough explanation of the information kept for Access Tokens and  check validations&restrictions table to find out validations and restrictions applicable when working with Access Tokens
  • performed on Access Tokens.

Check the Validations & Restrictions Table below for a list of available Actions when working with Access Tokens including each Action's related restrictions, validations and additional information.  View the Access Token Attributes Table below for a comprehensive description of the Access Tokens fields.

ACCESS TOKENS

Anchor
validations
validations
 Validations & Restrictions

Action
Restrictions
Create
Save
Edit
  • Access Token cannot be set as Not Effective if it is related to any entity of Rewards Participants which is Not Terminated itself
  • Rewards Participant or Accounts Receivable cannot be removed/updated once set (via Access Token Screens)
  • Mandatory Fields as defined in the
Delete

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

  • Access Token is in a "Not Effective" Life Cycle State
  • Access Token is not associated with a Rewards Participant or an Accounts Receivable

Anchor
attributes
attributes
Access Tokens Attributes

Name

Description

NumberAn auto generated number that uniquely identifies each access token
Authentication Code*

The authentication code that will be submitted while accessing the system in order to identify the access token that should be used for authentication and identification purposes.
This information is set to read only if the automatic creation method of the authentication code is not equal to none in Access Token Definitions.
Format Validation is applicable if defined in:

  • the selected Access Token Classification -
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Or if classification is not defined or does not exist
  • the active Access Token Definitions 


Visit Applying Access Token Definition Settings on Access Tokens to see what validations will be performed on the Authentication Code, on saving an Access Token

Identifier

The identifier of the user which is trying to access the system.
Identifier can be mandatory if it is set as mandatory in Access Token Definitions.
This information is set to read only if the automatic creation method of the identifier is not equal to none in Access Token Definitions.

Format Validation is applicable if defined in:

  • the selected Access Token Classification -
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Or if classification is not defined or does not exist
  • the active Access Token Definitions 


Visit Applying Access Token Definition Settings on Access Tokens to see what validations will be performed on the Identifier, on saving an Access Token

Pass CodeThe pass code which is required in order to authenticate the user while accessing the system.
Pass code can be mandatory if it was set as mandatory in Access Token Definitions .
This information is set to read only if the automatic creation method of the pass code is not equal to none in Access Token Definitions.

Format Validation is applicable if defined in:

  • the selected Access Token Classification -
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    Or if classification is not defined or does not exist
  • the active Access Token Definitions 


Visit Applying Access Token Definition Settings on Access Tokens to see what validations will be performed on the Pass Code , on saving an Access Token
Life Cycle StateThe life cycle state of the access token which can be Effective or Not Effective. Only Effective access tokens can be used to access the system
Accounts Receivable

The accounts receivable which is linked with the specific access token. This information is editable only on creating the access token. Relation between Accounts Receivable and the Access Token can be cancelled by removing the Access Token from the Accounts receivable screen.

Visit Applying Access Token Definition Settings on Access Tokens to find settings related to Accounts Receivable and Access Tokens

Rewards ParticipantThe rewards participant which is linked with the specific access token. This information is editable only on creating the access token. If an accounts receivable is also specified, then the rewards participants that can be selected should also be related with that accounts receivable.
Relation between Rewards Participant  and the Access Token can be cancelled by removing the Access Token from the Accounts receivable screen

Visit Applying Access Token Definition Settings on Access Tokens to find settings related to Rewards Participants and Access Tokens

Classifications

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

The classification of the access token.
NOTE: The access token classification is editable only on creating an access token. The classification of the access token cannot be changed after creating the access token

Log Information

Log Information

Includes the standard log information

Status
colourRed
titleAvailable from CRM.COM R9
The following information is also included:

  • Verified On: The date that the access token was verified
  • Verified By: The user that verified the access token
  • Verification Code: The code used to verify the access token
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