What does this section cover?

What are Access Token Definitions?

Access Token Definitions are used to control the creation of access tokens, by defining policies around the format of the access token user identifier and authentication code.

Creating, Editing & Deleting Validations & Restrictions

Access Token Definition attributes 

Defining your own Access Tokens Definition tailored to your company's needs

1. Navigate to CONFIGURATION > FOUNDATION > ACCESS TOKENS > SET UP ACCESS TOKEN DEFINITIONS
2. Either search for an existing one or from the Top Menu click on NEW
    

3. MAIN INFORMATION

   1. Provide the required information:

      1. Name

      2. Alternative Code

      3. Description

          

4. SETTINGS

   1. IDENTIFIER

      1. Provide the required information:

         1. Minimum  Length

         2. Minimum Number of Integers (0-9)

         3. Minimum Number of Alphabetical Characters (a-z)

         4. Minimum Number of Other Special Characters

            

   2. PASSCODE

      1. Provide the required information:

         1. Minimum  Length

         2. Minimum Number of Integers (0-9)

         3. Minimum Number of Alphabetical Characters (a-z)

         4. Minimum Number of Other Special Characters
            

   3. AUTOMATION

      1. Provide the required information:

         1. Allow Creating Access Tokens with No Identifier and Pass Code

         2. Allow Creating Access Tokens on Creating Rewards Participants

         3. Set Access Tokens as Not Effective on Removing the Last Entity Association

            

5. From the Top Menu click on SAVE

6. LOG INFORMATION

   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
       
   
   
   

Deleting Access Tokens Definitions

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied
   
   

Changing the Life Cycle State of Access Tokens Definition