The System provides the ability to create or assign Access Tokens through the following modules

• Rewards Participants
• Accounts Receivable

Users have the ability to select or create the access token which is used to identify and access the participant or the account.
The formatting and the generation of the Access Token attributes, are dependent on the configuration of the active Access Token Definition. Use the tooltips to see the rules governing formatting and generation of the fields, as defined in the active definition

Visit Creating & Assigning Access Tokens to other entities for more information.

Life Cycle State of an Access Token defines whether the token will be active or not.
Only active access tokens will allow customers to be logged in and authenticated in CRM.COM. The Life Cycle State of an active token will be automatically set to Not Effective, if there is no longer any entity related to it.

Visit Updating Access Token Life Cycle State for more information.

If an access token is to be created for a customer that either holds an account receivable or is a rewards participant, then the related information (access token - login details) will need to be communicated to the customer.

CRM.COM has provides an automatic feature whereby, whenever a new participant or account receivable is created with an access token, or an access token assigned to any of the 2 enitities, the system can directly sent a communication, i.e. via email, sms or any other external system, with the required information.

Visit Communicating Access Tokens for more information

AVAILABLE FROM CRM.COM R9 Access tokens which are in Pending Verification life cycle state:

• The related entities (accounts receivable or rewards participants) cannot be retrieved through UI or Web API if that access token is used as an identifier
• They can be verified by specifying the verification code