Wolkvox CRM Token Management

Accessing the Token Management Section

To access the token management section in Wolkvox CRM, follow these steps:

• Log in to your Wolkvox CRM account.    
• Navigate to the Configuration menu located on the left panel of the screen.    
• Select the "Wolkvox Integration" option from the dropdown menu.    
• Click "Tokens" to access the token management section.    

Understanding the Token Types

In Wolkvox CRM, there are two main types of tokens, each with its own use cases and characteristics:

1. Internal Tokens        
   1. Description: Internal tokens allow access to all processes of the CRM platform APIs.            
   2. Usage: They are ideal for internal operations and general access to the Wolkvox CRM APIs.            
   3. Creation:                
      • Click "Add token".                    
      • Select "Internal" as the token type.                    
      • Confirm token creation by clicking "Confirm".                    
2. External Tokens        
   1. Description: External tokens are designed to access specific APIs dedicated to concrete clients through the company module.            
   2. Usage: Currently, these tokens are only usable for the 'Consult Case Notes History' API.            
   3. Creation:                
      • Click "Add token".                    
      • Enter a name for the token.                    
      • Select "External" as the token type.                    
      • Use the magnifying glass icon to search and select the company associated with the token.                    
      • Confirm token creation by clicking "Confirm".                    

Additional Considerations

• Security: Tokens are hidden by default for security reasons. Use the eye icon to view the complete token when necessary.    
• Limitations: It is not possible to edit the token name or type once created. Ensure that the information provided during token creation is correct.