Back to Access Tokens Main Page
Learn to set up business processes and rules related to Access Tokens.
Mandatory Configuration: Links to manuals of Access Tokens Configuration Modules that are required for the module to work correctly
Related Configuration: Links to manuals of Configuration Modules other than the Access Tokens' that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Access Tokens Configuration Modules that offer additional functionality but are not required
Mandatory Configuration
The following modules must be configured in order to use Access Tokens:
| Module Name | Manual | Description |
|---|---|---|
Access Tokens Definitions | Configuring Access Token Definitions | Define a set of definitions in order to control the creation of Access Tokens by defining policies around the format of the Access Token identifier, Pass Code and authentication code |
Related Configuration
The following modules are related to but are not a part of Access Tokens. Such entities either:
- Must be configured accordingly in order to be able to start using Access Tokens module (Configuration Type = Mandatory)
OR - May be configured to use Access Tokens module at its full capacity (Configuration Type = Optional)
| Module Name | Manual | Description | Configuration Type |
|---|---|---|---|
Communication Templates | Configure communication templates including Access Token tags, to be sent by email or SMS, when an Access Token is related to an Accounts Receivable or a Rewards Participant. | Optional | |
Communication Queue External System | Configure external systems that will be responsible for handling communications if the communications are not handled directly and sent by email or SMS from CRM.COM. | Optional |
Optional Configuration
Following entities are available and can be configured under Access Tokens, however, a working CRM.COM model can exist without them being configured!
| Module Name | Manual | Description |
|---|---|---|
| Access Token Classification AVAILABLE FROM CRM.COM R10.0.0 | Configuring Access Token Classifications | Define the Classifications that set the rules regarding the creation and formatting of Access Token Identifiers, Pass Codes and Authentication Codes. The rules defined on the Access Token will override those from the Definition. |