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 as explained in the table above

   2. PASSCODE

      1. Provide the required information as explained in the table above

   3. AUTHENTICATION CODE

      1. Provide the required information as explained in the table above

   4. AUTOMATION

      1. Select which processes should automatically generate or set as inactive an Access Token

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

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

   5. ACCOUNTS RECEIVABLE SETTINGS

      1. Allow Creating Access Tokens on Creating Accounts Receivable : Check the box to enable

      2. Always require at least one access token:  Check the box to enable

      3. Maximum number of access tokens: Define a number for max access tokens
      4. Require Verification: Select if access tokens created directly through the process of creating new accounts receivable will require verification

   6. REWARDS PARTICIPANT SETTINGS

      1. Allow Creating Access Tokens on Creating Rewards Participants : Check the box to enable

      2. Always require at least one access token:  Check the box to enable

      3. Maximum number of access tokens: Define a number for max access tokens 
         

      4. Require Verification: Select if access tokens created directly through the process of creating new rewards participants will require verification

5. COMMUNICATION SETTINGS 

   1. ACCOUNTS RECEIVABLE SETTINGS

      1. Enable on assigning access tokens to Accounts Receivabe:  Check the box to enable
      2. Communication Template: Search and add using quick search or search modal  
         
      3. Communication Queue External System: Search and add using quick search or  search modal 
         

   2. REWARDS PARTICIAPNT SETTINGS

      1. Enable on assigning access tokens to Rewards Participants :  Check the box to enable
      2. Communication Template: Search and add using quick search or  search modal  
         
      3. Communication Queue External System: Search and add using quick search or  search modal  
       
6. From the Top Menu click on SAVE

7. 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

1. Navigate to the module you would like to activate a different definition for
2. From the menu click of the Summary page click on ACTIONS >  ACTIVATE DEFINITION
   
3. From the Drop Down select the definition you would like to set as active
4. Click on "SAVE"
   System will switch between active and inactive definitions