Name	Description
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. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
Description	A description of the Definition
State	The state of the Definition which can be 'Active' or 'Inactive'. Only one 'Active' Definition can exist at a time.
SETTINGS: The settings related to the Access Tokens Status colour Green title Available from CRM.COM R10.0.0 - SETTINGS FOR ACCESS TOKENS WITH NO CLASSIFICATION
Identifier Settings
Automatic Creation Method	Determines whether Identifiers should be created automatically and the method used to create them. The following options can be selected: None: The Identifiers will not be created automatically. Unique Auto-Generated Number: The Identifiers will be created automatically, using their sequence number. Unique Auto-Generated Id: TheIdentifiers will be created automatically as an auto-generated Id.
Format	Determines how the identifiers are formatted.  The options are: as Email Address(es) as Number(s)  as Free Text with no restrictions on their format Note Applicable only if the Automatic Creation Method is set to 'None'.
Minimum Length	The minimum required number of characters Theminimumrequirednumberofcharacters(alphabetical, numerical, or special) of the Identifier. Note Applicable only if the Automatic Creation Method is set to 'None'.
Minimum Number Of Alphabetical Characters (a-z)	The minimum number of alphabetical characters from 'a' to 'z' that should be included in the Identifier. Note Applicable only if the Automatic Creation Method is set to 'None' and the Format is set to 'Free Text' or 'Email Address'.
Minimum Number Of Integers (0-9)	The minimum number of integers from '0' to '9' that should be included in the Identifier. Note Applicable only if the Automatic Creation Method is set to 'None' and the Format is set to 'Free Text' or 'Email Address'.
Minimum Number Of Other Special Characters	The minimum number of special characters that should be included in the Identifier. Note Applicable only if the Automatic Creation Method is set to 'None' and the Format is set to 'Free Text' or 'Email Address'.
Pass Code Settings
Automatic Creation Method	Determines whether Pass Codes should be created automatically and the method used to create them. The following options can be selected: None: The Pass Codes will not be created automatically Unique Auto-Generated Number: The Pass Codes will be created automatically, using their sequence number. Unique Auto-Generated Id: The Pass Codes will be created automatically as an auto-generated Id
Minimum Length	The minimum required number of characters Theminimumrequirednumberofcharacters(alphabetical, numerical, or special) of the Pass Code. Note Applicable only if the Automatic Creation Method is set to 'None'.
Minimum Number Of Alphabetical Characters (a-z)	The minimum number of alphabetical characters from 'a' to 'z' that should be included in the Pass Code. Note Applicable only if the Automatic Creation Method is set to 'None'.
Minimum Number Of Integers (0-9)	The minimum number of integers from '0' to '9' that should be included in the Pass Code. Note Applicable only if the Automatic Creation Method is set to 'None'.
Minimum Number Of Other Special Characters	The minimum number of special characters that should be included in the Pass Code. Note Applicable only if the Automatic Creation Method is set to 'None'.
Authentication Code Settings
Automatic Creation Method	Determines whether Authentication Codes should be created automatically and the method used to create them. The following options can be selected: None: The Authentication Codes will not be created automatically. Unique Auto-Generated Number: The Authentication Codes will be created automatically, using their sequence number. Unique Auto-Generated Id: The Authentication Codes will be created automatically as an auto-generated Id.
Format	Determines how the Authentication Codes are formatted.  The options are: as Email Address(es) as Number(s)  as Free Text with no restrictions on their format Note Applicable only if the Automatic Creation Method is set to 'None'.
Minimum Length	The minimum required number of characters Theminimumrequirednumberofcharacters(alphabetical, numerical, or special) of the Authentication Code. Note Applicable only if the automatic creation is set to 'None'.
Minimum Number Of Alphabetical Characters (a-z)	The minimum number of alphabetical characters from 'a' to 'z' that should be included in the Authentication Code. Note Applicable only if the automatic creation is set to 'None' and the Format is set to 'Free Text' or 'Email Address.'
Minimum Number Of Integers (0-9)	The minimum number of integers from '0' to '9' that should be included in the Authentication Code. Note Applicable only if the automatic creation is set to 'None' and the Format is set to 'Free Text' or 'Email Address'.
Minimum Number Of Other Special Characters	The minimum number of special characters that should be included in the Authentication Code. Note Applicable only if the automatic creation is set to 'None' and the Format is set to 'Free Text' or 'Email Address'.
Automation Settings
Allow Creating Access Tokens with No Identifier and Pass Code	If checked, one can create Access Tokens without specifying an Identifier and Pass Code.
Set Access Tokens as 'Not Effective' on Removing the Last Entity Association	If checked, an Access Token will be set a 'Not Effective' if it is no longer associated with an entity.
Accounts Receivable Settings
Allow Creating Access Tokens on Creating Accounts Receivable	If checked, it will be possible to generate Access Tokens automatically when creating a new Accounts Receivable.
Always Require at Least One Access Token	If checked, it will be mandatory to specify an Access Token for each Accounts Receivable.
Maximum Number of Access Tokens	Defines the maximum number of Access Tokens that can be related to each Accounts Receivable.
Require Verification	If checked, Access Tokens generated automatically when creating a new Accounts Receivable will require verification. They will have a 'Pending Verification' Life Cycle State. A verification code will also be generated automatically.
Rewards Participants Settings
Allow Creating Access Tokens on Creating Rewards Participants	If checked, it will be possible to generate Access Tokens automatically when creating a new Rewards Participant.
Always Require at Least One Access Token	If checked, it will be mandatory to specify an Access Token for each Rewards Participant.
Maximum Number of Access Tokens	Defines the maximum number of Access Tokens that can be related with each Rewards Participant.
Require Verification	If checked, Access Tokens generated automatically when creating new Rewards Participants will require verification. They will have a 'Pending Verification' Life Cycle State. A verification code will also be generated automatically.
Global Settings
Status colour Green title Available from CRM.COM R10.0.0 Accounts Receivable Settings
Allow Creating Access Tokens on Creating Accounts Receivable	If checked, it will be possible to generate Access Tokens automatically when creating a new Accounts Receivable.
Always Require at Least One Access Token	If checked, it will be mandatory to specify an Access Token for each Accounts Receivable.
Maximum Number of Access Tokens	Defines the maximum number of Access Tokens that can be related to each Accounts Receivable.
Require Verification	If checked, Access Tokens generated automatically when creating a new Accounts Receivable will require verification. They will have a 'Pending Verification' Life Cycle State . A and a verification code will also be generated automatically.
Required Number of Access Tokens per Access Token Classification	Determines the minimum and maximum number of Access minimumandmaximumnumberofAccess Tokens of a specific Classification that can be associated with an Accounts Receivable. Access Token Classification: Defines the behaviour of each Access Token and the business settings and restrictions that will be applied while creating, maintaining or using it. Minimum number of Access Tokens: The minimum number of Access Tokens of that Classification. Maximum number of Access Tokens: The maximum number of Access Tokens of that Classification.
Required Verification of Access Tokens per Access Token Classification Status colour Blue title Available from CRM.COM R12.0.0	Defines a list of Access Tokens Classifications that will require verification when these Access Tokens are created directly through the process of creating new Accounts Receivable. If no classifications are defined then all the Access Tokens generated automatically when creating a new Accounts Receivable will require verification, regardless of classification.
Status

Note
Available only if 'Require Verification' is set to Yes.

Status
colour colour Green title Available from CRM.COM R10.0.0

Rewards Participant Settings

Allow Creating Access Tokens on Creating Rewards ParticipantIf checked, it will be possible to generate Access Tokens automatically when creating a new Rewards Participant.Always Require at Least One Access TokenIf checked, it will be mandatory to specify an Access Token for each Rewards Participant.Maximum Number of Access TokensDefines the maximum number of Access Tokens that can be related with each Rewards Participant.Require VerificationIf checked, Access Tokens generated automatically when creating new Rewards Participants will require verification.
They will have a 'Pending Verification' Life Cycle State . A and a verification code will also be generated automatically.Required Number of Access Tokens per Access Token Classification

Determines the minimum and maximum number of Access minimumandmaximumnumberofAccess Tokens of a specific Classification that can be associated with an Accounts Receivable.

• Access Token Classification: Defines the behaviour of each Access Token and the business settings and restrictions that will be applied while creating, maintaining or using it.
• Minimum number of Access Tokens: The minimum number of Access Tokens of that Classification.
• Maximum number of Access Tokens: The maximum number of Access Tokens of that Classification.

Required Verification of Access Tokens per Access Token Classification

Status
colour Blue title Available from CRM.COM R12.0.0

Defines a list of Access Tokens Classifications that will require verification when these Access Tokens are created directly through the process of creating new Rewards Participant. If no classifications are defined then all the Access Tokens generated automatically when creating a new Rewards Participant will require verification.

NoteAvailable only if 'Require Verification' is set to Yes

, regardless of classification.

Communication SettingsAccounts Receivable Settings

Define if Access Tokens should be communicated when they are used on Accounts Receivable

Enable on Assigning Access Tokens to Accounts Receivable

If checked, Access Tokens will automatically be communicated when added to an Accounts Receivable. If checked, the following options are mandatory to be provided:

• Status
  colour Yellow title Available up to CRM.COM R11.0.0

  Communication Template: The template used to send the communication. The Communication Template should have media set to email or SMS -  and should be related withto an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'. Statuscolour.

• Status
  colour Blue title Available from CRM.COM R12.0.0

  Email Communication Template: The Email Communication Template used to send the Communication. The Communication Template should have media set to 'Email' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

• Status
  colour Blue title Available from CRM.COM R12.0.0

  SMS Communication Template: The SMS Communication Template used to send the Communication. The Communication Template should have media set to 'SMS' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

Note
A template is required if the setting is enabled.

Enable on Resetting Access Token Pass Code

Status
colour Blue title Available from CRM.COM R12.0.0

If checked, Access Tokens will automatically be communicated when their Pass Code is Reset. If checked, the following options are mandatory to be provided:

• Status
  colour Blue title Available from CRM.COM R12.0.0

  Email Communication Template: The Email Communication Template Email Communication Template: The Email Communication Template used to send the Communication. The Communication Template should have media set to 'Email' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'. StatuscolourBluetitleAvailable from CRM.COM R12.0.0

• SMS Communication Template: The SMS Communication Template used to send the Communication. The Communication Template should have media set to 'SMS' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

Note
A template is required if the setting is enabled.

Communication Queue External SystemThe system that will be used to send the communication. If a Communication Queue External System is specified, the communication will be created automatically and added to the communication queue, but it will not be sent.Rewards Participant Settings

Define if Access Tokens should be communicated when they are used on rewards participants

Enable on Assigning Access Tokens to Rewards ParticipantsIf checked, Access Tokens will automatically be communicated when added to a Rewards Participant. If checked, the following options are mandatory to be provided:

• Status
  colour Yellow title Available up to CRM.COM R11.0.0

  Communication Template: The template used to send the communication. The Communication Template should have media set to email or SMS -  and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

• Status
  colour Blue title Available from CRM.COM R12.0.0

  Email Communication Template: The Email Communication Template used to send the Communication. The Communication Template should have media set to 'Email' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

• Status
  colour Blue title Available from CRM.COM R12.0.0

  SMS Communication Template: The SMS Communication Template used to send the Communication. The Communication Template should have media set to 'SMS' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

  Note
  A template is required if the setting is enabled.

Enable on Resetting Access Token Pass Code

Status
colour Blue title Available from CRM.COM R12.0.0

If checked, Access Tokens will automatically be communicated when their Pass Code is Reset. If checked, the following options are mandatory to be provided:

• Status
  colour Blue title Available from CRM.COM R12.0.0

  Email Communication TemplateEmail Communication Template: The Email Communication Template used to send the Communication. The Communication Template should have media set to 'Email' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'. StatuscolourBluetitleAvailable from CRM.COM R12.0.0. The Communication Template should have media set to 'Email' and outgoing direction - and should be related to an Access Token.

• SMS Communication Template: The SMS Communication Template used to send the Communication. The Communication Template should have media set to 'SMS' and outgoing direction - and should be related to an Access Token entity. This information is mandatory if the Communication Setting is 'Enabled'.

  Note
  A template is required if the setting is enabled.

Communication Queue External SystemThe system that will be used to send the communication. If a Communication Queue External System is specified, the communication will be created automatically and added to the communication queue, but it will not be sent.LOG INFORMATIONLog InformationThe standard set of Log Details information available in all entities