Back to Access Tokens Main Page
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Find out what configurations |
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should be |
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performed before starting to use the CRM.COM Access Tokens |
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Module |
Learn to set up
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business processes and rules
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related to Access Tokens.
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Configuration: Links to manuals of Access
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Tokens Configuration Modules that are required for the module to work correctly
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Configuration: Links to manuals of
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Configuration Modules other than the Access Tokens' that offer additional functionality or are required for the module to work correctly
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: Links to manuals of
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Access Tokens Configuration Modules that offer additional functionality but are not required
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The following modules must be configured in order to
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use Access Tokens:
| Module Name | Manual | Description |
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Access Tokens |
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Definitions | Configuring Access Token Definitions | Define a set of definitions in order to control the creation of |
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| Access Tokens by defining policies around the format of the |
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| Access Token identifier, |
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| Pass Code and authentication code |
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The following modules are related to but are not a part of
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Access Tokens
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. Such entities either:
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- Must be
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- configured accordingly in order to be able to
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- start using Access Tokens module (Configuration Type = Mandatory)
OR - May be
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- configured to
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- use Access Tokens module at its full capacity (Configuration Type = Optional)
| Module Name | Manual | Description | Configuration Type |
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- Not Applicable
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- Not Applicable
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- Not Applicable
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Communication Templates | Configure communication templates including Access Token tags, to be sent by email or SMS, when an Access Token is related to an Accounts Receivable or a Rewards Participant. | Optional | |
Communication Queue External System | Configure external systems that will be responsible for handling communications if the communications are not handled directly and sent by email or SMS from CRM.COM. | Optional |
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Following entities are available and can be configured under Access Tokens, however, a working CRM.COM model can exist without them being configured!
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Access Token Classification
| Configuring Access Token Classifications | Define |
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the Classifications that set the rules regarding the creation and formatting of |
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| name | grey |
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Related Areas
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Access Token Identifiers, Pass Codes and Authentication Codes. The rules defined on the Access Token will override those from the Definition. |