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Navigating to Access Tokens

Finance Application > Access Tokens > Manage Access Tokens

Name	Description	Type	Unique	Mandatory
Number	An auto generated number that uniquely identifies each access token	Read only	Yes	Yes
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	Free text	Yes	Yes
Identifier	The identifier of the user which is trying to access the system. Mandatory on conditions:	Free text	Yes	Yes (on conditions)
Pass Code	The pass code which is required in order to authenticate the user while accessing the system. Mandatory on conditions:	Encrypted text	No	Yes (on conditions)
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	Read only	No	Yes
Log Information	Includes the standard log information	Section	No	No

Action	Validations	Restrictions	Additional Information
Create
Save

Search using the criteria available in the summary page
From the top menu click on the New to open the Access Tokens data entry page
Rest of the steps
ATTACHMENTS
1. Add any files or URLs related to the entity.
  
  Check General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload.
  1. For adding a file
    1. Click on Add > Upload File
    2. Drag and Drop the file in the modal
      OR
    3. Click in the modal
    4. Select the file to be uploaded
    5. Click on "DONE"
    6. Notes: Provide notes related to the upload
  2. For adding a URL
    1. Click on "ADD"
    2. Attachment: Specify the URL
    3. Notes: Provide notes related with the URL
LOG INFORMATION
The following information is automatically set by the system on saving the Access Tokens
1. 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
From the Action Menu click on Save

Visit /wiki/spaces/WIP/pages/10010220 Access Tokens for business examples related to Creating Access Tokens

Page:

Access Tokens - Configuration Requirements — Find out what configurations should be performed before starting to use the CRM.COM Access Tokens Module
Page:

Configuring Access Token Classifications — Learn to configure Access Token Classifications Business Definition that will dictate overall behaviour of Access Token Classifications
Page:

Configuring Access Token Definitions — Learn to configure Access Token Business Definition that will dictate the overall behaviour of Access Tokens
Page:

Understanding Access Tokens — Understand the usage of Access Tokens within CRM.COM
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Managing Access Tokens — Learn to create new Access Tokens