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Find out how Learn to create a new Access Tokens |
What does this section cover?
Back to Access Tokens Main Page
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Table of Contents
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Navigating to Access Tokens
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FINANCE APPLICATION FOUNDATION > ACCESS TOKENS > MANAGE ACCESS TOKENS |
Using Access Tokens
Use the Access Tokens module in CRM.COM to create or edit existing Access Tokens which will be used to identify and authenticate customers.
- Navigate to Access Tokens and explore existing records via the Summary page.
- Click on the link (name or number) of the record of your interest to enter the Data Entry Page and see more detail.
- Use the Actions Menu to create a NEW Access Token, modify (EDIT) or DELETE an existing one.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Access Token.
- Click on the Audit Log button to view a log of changes performed on the displayed Access Token.
Status colour Blue title Available from CRM.COM R12.0.0 - Click on ACTIONS to see available actions that can be performed on Access Tokens.
Check the Validations & Restrictions Table below for a list of available Actions when working with Access Tokens including each Action's related restrictions, validations and additional information. View the Access Token Attributes Table below for a comprehensive description of the Access Tokens fields.
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| Create |
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| Save |
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| Edit |
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Delete
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| Manually: SET AS 'NOT EFFECTIVE' |
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| Manually: SET AS 'EFFECTIVE' |
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| Automatically: SET AS 'NOT EFFECTIVE' |
| The automation of the process is done:
In all 3 cases the System will make the following checks:
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| Automatically: SET AS EFFECTIVE |
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| Reset Pass Code |
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Reset Verification Code
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An * indicates a field is mandatory
Name | Description | ||||||||||||
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| Number | An auto-generated number that uniquely identifies each access tokenAccess Token | ||||||||||||
| Authentication Code* | The authentication code that will be submitted while accessing the system 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 | Identifier | The identifier of Access Token. This information is either 'Read-only' or needs to follow a specific format as defined in the Access Token Definitions.
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| Identifier | The sequence of characters used to identify the user which is trying to access the systemSystem.
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| Pass Code | The passcode which is required in order to authenticate the user while accessing the systemSystem. Code can be mandatory if it was set as mandatory in Access Token Definitionsis set so in Access Token Definitions. This information is either 'Read-only' or needs to follow a specific format as defined in the Access Token Definitions.
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| Life Cycle State | The life cycle state Life Cycle State of the access token Access Token which can be 'Effective' or 'Not Effective'. Only 'Effective access tokens ' Access Tokens can be used to access the system |
Creating & Saving, Validations & Restrictions
Action | Restrictions |
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| Edit |
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Creating an Access Token
MAIN INFORMATION
Provide the required information:
- Authentication Code
- Identifier
- Pass Code
- Rewards Participants
- View information regarding the following:
- Life Cycle State
- Life Cycle State
LOG INFORMATION
The following information is automatically set by the system on saving the Access Tokens
System Processing
If no authentication code was defined, once the access token is saved then it will be automatically created.| the System. | |||||||
| Accounts Receivable | The account linked with the specific Access Token. This information is editable only when creating the Access Token. The relation between the Accounts Receivable and the Access Token can be cancelled by removing the Access Token from the Accounts Receivable screen.
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| Rewards Participant | The Rewards Participant linked with the specific Access Token. This information is editable only when creating the Access Token. If an Accounts Receivable is also specified, then the Rewards Participants that can be selected should also be related with that Accounts Receivable.
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Classifications
| The Classification of the Access Token. It is editable only while creating a token. | ||||||
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Log Details | The standard set of Log Details information available in all entities | ||||||
| Verification Information |
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Additional Actions for Access Tokens
Updating the Life Cycle State of Access Tokens
The Life Cycle State of an Access Token indicates whether the Access Token is 'Active' or not. (i.e.Customers can use their Access Tokens to authenticate themselves in CRM.COM as long as their Access Token is 'Effective'). The Life Cycle State can be set to either 'Effective' or 'Not Effective' according to its current Life Cycle State. and this is accomplished in 2 ways:
- Manually (By the user)
- Automatically (by the System), if so defined in the Access Token Definition and in the following cases:
- On removing an Access Token from an Accounts Receivable
- On removing an Access Token from a Rewards Participant
- On Terminating an Accounts Receivable
View the Validations & Restrictions Table to find out prerequisites and restrictions on changing the Life Cycle State of the Access Token. Follow the steps below to change it.
Manually changing the Life Cycle State
- Navigate to Access Token
- Search for the Access Token whose Life Cycle State you wish to modify
- Click on its number/name to go to the Data Entry page.
- From the Actions Menu click on Actions > SET AS NOT EFFECTIVE or SET AS EFFECTIVE (depending on the Access Token's current state)
The Life Cycle State will be updated provided the validations are met.
Resetting Pass Code
The Pass Code acts like a password. Forgotten user Pass Codes can be reset.
View the Validations & Restrictions Table for info on the prerequisites and restrictions that control the Pass Code reset and follow the steps below
- Navigate to Access Token
- Search for the Access Token you would like to reset
- Click on the number/name to go to the Data Entry page
- From the Action Menu click on Actions > RESET PASSCODE
A new Pass Code will be generated
Resetting Access Token Verification Code
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The Verification Code is used to verify the Access Token. Verification Codes can be reset following the steps below:
- Navigate to Access Token
- Search for an Access Token having its Life Cycle State set to 'Pending Verification' and its Verification Code needs to be reset
- Click on the number/name to go to the Data Entry page
- From the Action Menu click on Actions > RESET VERIFICATION CODE
A new Verification Code will be generated
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