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Understanding Access Tokens

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What does this section cover?

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

TermsDescriptions
Rewards ParticipantsThe customers who have signed up for rewards or have been automatically selected to participate

Access Tokens Key Processes and Concepts

Processes / ConceptDescription

Creating Access Tokens Through other Modules

The System provides the ability to create Access Tokens through the following modules as well:

  • Rewards Participants
  • Accounts Receivable

Users have the ability to select or create the access token which is used to identify and access the rewards participant or accounts receivable information. The user identifier and pass code are mandatory depending on the related definition configuration, while the authentication code is generated automatically by the system on saving the participant.

Visit Creating Access Tokens Through Other Modules for more information

Updating Access Token Life Cycle State

CRM.COM Software allows you to change the life cycle state of an existing Access Token. The life cycle state can change from Effective to Not Effective and vise versa. 

Visit Updating Access Token Life Cycle State 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.

N/A

Access Tokens Related Modules 

Interaction EntityHow
Reward ParticipantsAccess tokens authorized by Reward Participants
Accounts ReceivableAccess tokens authorized by Accounts Receivable

 

Access Tokens - Business Examples

The following section provides business examples to help you understand how CRM.COM Access Tokens module is used.

Title of the Business example

Provide a title for the business example. (Keep simple and short)

Business Requirement

Company ZX .......

 

CRM.COM Solution

...........

  • Configuration
  • User Process

 

More Information on Specific modules can be found at:

Related Areas

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