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Find out how to create a new Access Tokens |
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.
Navigating to Access Tokens
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Finance Application > Access Tokens > Manage Access Tokens |
Explaining Access Tokens Fields
Name | Description | Type | Unique | Mandatory | |||||
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| Number | An auto generated number that uniquely identifies each access token | Read only | Yes | Yes | |||||
| 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. The authentication code is generated automatically if not specified during the creation or during updating the access token | Free text | Yes | Yes | |||||
| Identifier | The identifier of the user which is trying to access the system. Mandatory on conditions: | Free text | Yes | Yes (on conditions) | Identifier can be mandatory if it was set as mandatory in Access Token Definitions. | ||||
| Pass Code | The pass code which is required in order to authenticate the user while accessing the system. Mandatory on conditions: | Encrypted text | No | Yes (on conditions)Pass code can be mandatory if it was set as mandatory in Access Token Definitions . | |||||
| 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 | Read only | No | Yes | Log Information | Includes the standard log information | Section | No | No |
Creating & Saving, Validations & Restrictions
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Restrictions |
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Creating an
Accounts Receivable
Access Token
- From the top menu click on the New to open the Access Tokens data entry page
- Rest of the steps
ATTACHMENTS
Include Page Attachments - Global Attachments - GlobalMAIN INFORMATION
Provide the required information
- Authentication Code
- Identifier
- Pass Code
- View information regarding the following:
- Life Cycle State
- Rewards Participant
- Accounts Receivable
LOG INFORMATION
The following information is automatically set by the system on saving the Access Tokens
Include Page Log Information - Global Log Information - Global
- From the Action Menu click on Save
System Processing
- If no authentication code was defined, once the access token is saved then it will be automatically created.
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