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Learn how you can configure Access Token Business Definition that will dictate overall behavior of Access Tokens |
What does this section cover?
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What are Access Token Definitions?
Access Token Definitions are used to control the creation 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 |
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| General |
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| Create |
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| Save |
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| Edit |
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| Delete |
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Access Token Definition attributes
Name | Description |
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| Main Information | |
| Number | An auto generated number that uniquely identifies the access token definitions |
| Name* | The name of the definition |
| 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 |
| Settings: The settings related to the access tokens | |
| Identifier | |
| Automatic Creation Method | Defines if identifiers should be created automatically and the method that will be used to create them. The following options are supported:
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| Format | Defines the format of the identifiers. The following options are supported:
Visible and applicable only if the automatic creation is set to none |
| 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 Visible and applicable only if the automatic creation is set to none and the format is set to free text or email |
| Minimum number of integers (0-9) | The minimum number of integers (0-9) that should be included in the identifier Visible and applicable only if the automatic creation is set to none and the format is set to free text or email. If the format is set to phone number or number then this should be visible but not editable and should default to the minimum length |
| Minimum number of other (special) characters | The minimum number of special characters that should be included in the identifier Visible and applicable only if the automatic creation is set to none and the format is set to free text or email |
| Pass code | |
| Automatic Creation Method | Defines if pass codes should be created automatically and the method that will be used to create them. The following options are supported:
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| Minimum length | The minimum required length of the pass code Visible and applicable only if the automatic creation is set to none |
| Minimum number of alphabetical characters (a-z) | The minimum number of alphabetical characters (a-z) that should be included in the pass code Visible and applicable only if the automatic creation is set to none |
| Minimum number of integers (0-9) | The minimum number of integers (0-9) that should be included in the pass code Visible and applicable only if the automatic creation is set to none |
| Minimum number of other (special) characters | The minimum number of special characters that should be included in the pass code Visible and applicable only if the automatic creation is set to none |
| Pass Code Settings | |
| Automation | |
| 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 |
| 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. |
| Log Information | |
| Log Information | The standard log information |
Defining your own Access Tokens Definition tailored to your company's needs
- Navigate to 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
Set Access Tokens as Not Effective on Removing the Last Entity Association
- From the Top Menu click on SAVE
LOG INFORMATION
Include Page Log Information - Global Log Information - Global
Deleting Access Tokens Definitions
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Changing the Life Cycle State of Access Tokens Definition
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