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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 |
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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 & Assigning Access Tokens Through other Modules | The System provides the ability to create or assign 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 informationor the account. Visit Creating & Assigning Access Tokens to other entities for more information. |
Updating Access Token Life Cycle State | CRM.COM allows you to change the life cycle state Life Cycle State of an existing Access Token defines whether the token will be active or not. The life cycle state can change from Effective to Not Effective and vise versa. Visit Updating Access Token Life Cycle State for more information. |
Communicating new Access Token | If an access token is to be created for a customer that either holds an account receivable or is a rewards participant, then the related information (access token - login details) will need to be communicated to the customer. CRM.COM has provides an automatic feature whereby, whenever a new participant or account receivable is created with an access token, or an access token assigned to any of the 2 enitities, the system can directly sent a communication, i.e. via email, sms or any other external system, with the required information. Visit Communicating Access Tokens 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.
- Not applicable
Access Tokens Related Modules
Interaction Entity | How |
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Reward Participants | Access tokens authorized by Reward Participantsare used to identify Reward Participants |
Accounts Receivable | Access tokens are used to identify Accounts Receivable |
Access Tokens - Business Examples
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