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Learn how you can configure Access Tokens Token Business Definition that will dictate overall behavior of Access Tokens |
What does this section cover?
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What are Access
Tokens DefinitionsToken Definitions?
Access Tokens definitions is a set of business rules Token Definitions are used to control the behavior of Access Tokens throughout their whole life cyclecreation of access tokens, by defining policies around the format of the access token user identifier and authentication code.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions | Additional Information | |
|---|---|---|---|---|
| General | ||||
| Create | ||||
| Edit | ||||
| Delete | N/A |
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| Create |
| N/A | ||
| Edit | N/A | N/A | ||
| Delete | N/A | N/A |
Access Tokens Definition attributes
Name | Description |
|---|---|
| NumberNumber | An auto generated number that uniquely identifies the accounts receivable definitions |
| NameName* | The name of the definition |
| Alternative Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified |
| Description | A description for the definition |
| State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
| Identifier Settings: The settings related with the access token identifier | |
| Minimum length | The minimum required length of the identifier |
| Minimum number of alphabetical characters (a-z) | The minimum number of alphabetical characters (a-z) that should be included in the identifier |
| Minimum number of integers (0-9) | The minimum number of integers (0-9) that should be included in the identifier |
| Minimum number of other (special) characters | The minimum number of special characters that should be included in the identifier |
| Pass code Settings: The settings related with the access token pass code | |
| Minimum length | The minimum required length of the pass code |
| Minimum number of alphabetical characters (a-z) | The minimum number of alphabetical characters (a-z) that should be included in the pass code |
| Minimum number of integers (0-9) | The minimum number of integers (0-9) that should be included in the pass code |
| Minimum number of other (special) characters | The minimum number of special characters that should be included in the pass code |
| Automation Settings: The settings related with access token automations | |
| Allow Creating Access Tokens with no identifier and pass code | If enabled, then it will be possible to create access tokens without specifying an identifier and pass code |
| Allow Creating Access Tokens on Creating Rewards participants | If enabled, then it will be possible to create access tokens directly through the process of creating a new rewards participant |
| Allow Creating Access Tokens on Creating Accounts Receivable | If enabled, then it will be possible to create access tokens directly through the process of creating a new accounts receivable |
| Reuse Accounts Receivable Access Tokens when possible | If enabled, then access tokens related with accounts receivable will also be associated with other entities which can automatically be related to access tokens, on relating those entities with accounts receivable. For example on creating a new rewards participant, related to an accounts receivable having an access token, then that access token will also be associated with the rewards participant as well. |
| Set Access Tokens as Not Effective on removing the last entity association | If enabled, then an access token will be set a not effective if it was associated by one or more entities, and those associations were removed. |
Defining your own Access Tokens Definition tailored to your company's needs
- Navigate to PATH
CONFIGURATION > FOUNDATION > ACCESS TOKENS > SET UP ACCESS TOKEN DEFINITIONS - Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
Name
Alternative Code
Description
SETTINGS
IDENTIFIER
Provide the required information
Minimum Length
Minimum Number of Integers (0-9)
Minimum Number of Alphabetical Characters (a-z)
Minimum Number of Other Special Characters
- PASSCODE
Provide the required information
Minimum Length
Minimum Number of Integers (0-9)
Minimum Number of Alphabetical Characters (a-z)
Minimum Number of Other Special Characters
- AUTOMATION
Provide the required information
Allow Creating Access Tokens with No Identifier and Pass Code
Allow Creating Access Tokens on Creating Rewards Participants
Allow Creating Access Tokens on Creating Accounts Receivable
Reuse Accounts Receivable Access Tokens when Possible
Set Access Tokens as Not Effective on Removing the Last Entity Association
LOG INFORMATION
Include Page WIP:Log Information - GlobalWIP: Log Information - Global - From the Top Menu click on Save
Deleting Access Tokens Definitions
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Changing the Life Cycle State of Access Tokens Definition
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