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Understand the usage of Access Tokens within CRM.COM |
What does this section cover?
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What are Access Tokens?
Access tokens are used to identify a customer, user or app that can access CRM.COM and authenticate them while accessing the system. Access tokens can be created automatically by the system or manually through the UI or the Web API.
Access Tokens Glossary
| Terms | Descriptions |
|---|---|
| Rewards Participants | The customers who have signed up for rewards or have been automatically selected to participate |
Access Tokens Key Processes and Concepts
| Processes / Concept | Description |
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Creating Access Tokens Through other Modules | The System provides the ability to create Access Tokens through the following modules as well:
Users have the ability to select or create the access token which is used to identify and access the rewards participant or accounts receivable information. The user identifier and pass code are mandatory depending on the related definition configuration, while the authentication code is generated automatically by the system on saving the participant. Visit Creating Access Tokens Through Other Modules for more information |
| Updating Access Token Life Cycle State | CRM.COM Software allows you to change the life cycle state of an existing Access Token. The life cycle state can change from Effective to Not Effective and vise versa. Visit Updating Access Token Life Cycle State for more information |
Access Tokens Network Characteristics
Network Characteristics define the level of access for each record. i.e. Whether it will be available for selection, for viewing or editing etc.
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Access Tokens Related Modules
| Interaction Entity | How | ||
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| Reward Participants | Access tokens authorized by Reward Participants | Accounts Receivable | Access tokens authorized by Accounts Receivable |
Access Tokens - Business Examples
The following section provides business examples to help you understand how CRM.COM Access Tokens module is used.
Title of the Business example
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| title | Provide a title for the business example. (Keep simple and short) |
Business Requirement
Company ZX .......
CRM.COM Solution
...........
- Configuration
- User Process
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