Back to Access Tokens Main Page
Table of Contents
Navigating to Access Token Definitions
CONFIGURATION > FOUNDATION APPLICATION > ACCESS TOKENS > SET UP ACCESS TOKEN DEFINITIONS
What are Access Token Definitions?
Access Token Definitions are used to control the creation of Access Tokens, by defining the policies governing the format of the Access Token User Identifier, Pass Code and Authentication Code. You can define whether Access Tokens can be created without an Identifier and Pass Code or deactivated when their last entity association (Rewards Participant or Accounts Receivable) is removed.
Additional settings relating to Access Tokens may also be defined, concerning Accounts Receivable and Rewards Participants, as well as Communication (Access Tokens can be automatically communicated to customers once created).
Only Definitions with an 'Effective' Life Cycle State are applicable. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using a dedicated action.
- Navigate to Access Token Definitions 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 to see more detail.
- Use the Actions Menu to create a NEW Definition, 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 Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Access Token Definitions, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Access Token Definitions fields.
Validations & Restrictions Table
| Action | Validations | Restrictions |
|---|---|---|
| General |
|
|
| Create |
|
|
| Save |
|
|
| Edit |
|
|
| Delete |
|
|
Attributes Table
An * indicates a field is mandatory
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 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:
|
| Format | Determines how the identifiers are formatted. The options are:
Applicable only if the Automatic Creation Method is set to 'None'. |
| Minimum Length | Theminimumrequirednumberofcharacters(alphabetical, numerical, or special) of the Identifier. 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. 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. 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. 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:
|
| Minimum Length | Theminimumrequirednumberofcharacters(alphabetical, numerical, or special) of the Pass Code. 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. 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. 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. 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:
|
| Format | Determines how the Authentication Codes are formatted. The options are:
Applicable only if the Automatic Creation Method is set to 'None'. |
| Minimum Length | Theminimumrequirednumberofcharacters(alphabetical, numerical, or special) of the Authentication Code. 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. 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. 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. 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 | |
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 verification code will also be generated automatically. |
| Required Number of Access Tokens per Access Token Classification | Determines the minimumandmaximumnumberofAccess Tokens of a specific Classification that can be associated with an Accounts Receivable.
|
Required Verification of Access Tokens per Access Token Classification 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 Access Tokens generated automatically when creating a new Accounts Receivable will require verification. Available only if 'Require Verification' is set to Yes. |
AVAILABLE FROM CRM.COM R10.0.0 Rewards Participant Settings | |
| Allow Creating Access Tokens on Creating Rewards Participant | 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. |
| Required Number of Access Tokens per Access Token Classification | Determines the minimumandmaximumnumberofAccess Tokens of a specific Classification that can be associated with an Accounts Receivable.
|
Required Verification of Access Tokens per Access Token Classification 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 Access Tokens generated automatically when creating a new Rewards Participant will require verification. Available only if 'Require Verification' is set to Yes. |
| Communication Settings | |
| Accounts 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:
A template is required if the setting is enabled. |
Enable on Resetting Access Token Pass Code 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:
A template is required if the setting is enabled. |
| Communication Queue External System | The 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 Participants | If checked, Access Tokens will automatically be communicated when added to a Rewards Participant. If checked, the following options are mandatory to be provided:
|
Enable on Resetting Access Token Pass Code 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:
|
| Communication Queue External System | The 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 INFORMATION | |
| Log Information | The standard set of Log Details information available in all entities |
View /wiki/spaces/WIP/pages/10010273 for a complete overview of how the system behaves on each setting.
Helpful Links
-
-
Working with Summary Pages - R18 — Find out how to use Summary Pages.
-
Working with Summary Pages — Find out how to use Summary Pages
-
Working with Summary Pages - R15 — Find out how to use Summary Pages
-