What does this section cover?
Navigating to Access Tokens
Finance Application > Access Tokens > Manage Access Tokens
Explaining Access Tokens Fields
Name | Description |
---|---|
Number | An auto generated number that uniquely identifies each access token |
Authentication Code* | The authentication code that will be submitted while accessing the 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 the user which is trying to access the system. Identifier can be mandatory if it was set as mandatory in Access Token Definitions. |
Pass Code | The pass code which is required in order to authenticate the user while accessing the system. Pass code can be mandatory if it was set as mandatory in Access Token Definitions . |
Life Cycle State | The life cycle state of the access token which can be Effective or Not Effective. Only effective access tokens can be used to access the system |
Creating & Saving, Validations & Restrictions
Action | Restrictions |
---|---|
Edit |
|
Creating an Access Token
- From the top menu click on the New to open the Access Tokens data entry page
MAIN INFORMATION
Provide the required information
- Authentication Code
- Identifier
- Pass Code
- Rewards Participants
- Accounts Receivable
- 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
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
- From the Action Menu click on Save
System Processing
- If no authentication code was defined, once the access token is saved then it will be automatically created.
Related Areas
-
Access Tokens - Configuration Requirements — Find out what configurations should be performed before starting to use the CRM.COM Access Tokens Module
-
Configuring Access Token Classifications — Learn to configure Access Token Classifications Business Definition that will dictate overall behaviour of Access Token Classifications
-
Configuring Access Token Definitions — Learn to configure Access Token Business Definition that will dictate the overall behaviour of Access Tokens
-
Understanding Access Tokens — Understand the usage of Access Tokens within CRM.COM
-
Managing Access Tokens — Learn to create new Access Tokens
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