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Creating Access Tokens

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What does this section cover?

What are Access Tokens?

Access tokens are used to identify a customer, user or app that can access CRM.COM and authenticate them while accessing the system. Access tokens can be created automatically by the system or manually through the UI or the Web API.

Navigating to Access Tokens

Finance Application > Access Tokens > Manage Access Tokens

Explaining Access Tokens Fields

Name

Description

NumberAn 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 CodeThe 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 StateThe 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
  •  Access Token cannot be set as Not Effective if it is related with any entity of Rewards Participants or Accounts Receivable which is Not Terminated itself.

 

Creating an Access Token

  1. From the top menu click on the New to open the Access Tokens data entry page

  2. MAIN INFORMATION

    1. Provide the required information

      1. Authentication Code
      2. Identifier
      3. Pass Code
    2. View information regarding the following:
      1. Life Cycle State
      2. Rewards Participant
      3. Accounts Receivable
        Access Tokens - Main Information

  3. 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
          LOG DETAILS


  4. From the Action Menu click on Save

System Processing

  1.  If no authentication code was defined, once the access token is saved then it will be automatically created.

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