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Find out how to create a new Access Tokens |
What does this section cover?
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Navigating to Access Tokens
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FINANCE APPLICATION > ACCESS TOKENS > MANAGE ACCESS TOKENS |
Explaining Access Tokens Fields
Name | Description | ||||||
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| Number | An 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. | ||||||
| Identifier | The identifier of the user which is trying to access the system. | ||||||
| Pass Code | The 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 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 State | The 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 Participant | The 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 | ||||||
Log Information | Includes the standard log information
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Creating & Saving, Validations & Restrictions
Action | Restrictions |
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| Create |
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| Save |
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Creating an Access Token
- From the top menu click on NEW to open the Access Tokens data entry page
MAIN INFORMATION
Provide the following information:
- Authentication Code: Hover your mouse over the Tool Tip to see what are the formatting rules defined in the Access Token Definitions and if required provide an Authentication Code
- Identifier: Hover your mouse over the Tool Tip to see what are the formatting rules defined in the Access Token Definitions and if required provide an Identifier
- Pass Code: Hover your mouse over the Tool Tip to see what are the formatting rules defined in the Access Token Definitions and if required provide a Pass Code
- Rewards Participants: Search and add a Rewards Participant if you want to relate the access token to one, by using quick search or search modal
- Accounts Receivable:Search and add an Accounts Receivable if you want to relate the access token to one, by using quick search or search modal
- Authentication Code: Hover your mouse over the Tool Tip to see what are the formatting rules defined in the Access Token Definitions and if required provide an Authentication Code
- View information regarding the following:
- Life Cycle State
- From the Action Menu click on SAVE
LOG INFORMATION
The following information is automatically set by the system on saving the Access Tokens
Include Page Log Information - Global Log Information - Global
The following information is also included:Status colour Red title Available from CRM.COM R9 - 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
System Processing
- If no authentication code was defined, once the access token is saved then it will be automatically created.
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