Learn how to add, rename, or delete token types. You need the Identity Manager user role to access these settings.
When you first activate Identity Management there are four default token types available to use immediately:
- Access Control
- Driver’s License
- ID Card
- Proof of Age
You can add more, rename, or delete these token types as required.
Add a token type
- Go to Tools > Identity Management.
- Click Add New Token Type.
- Enter the name of the token type.
- Click Save.
The new token type will be available for use when adding tokens to employee or contractor profiles.
Rename a token type
If you rename a token type, any existing tokens with the token type renamed will be changed.
- Go to Tools > Identity Management.
- Click Edit next to a token type.
- Enter a new name.
- Click Save.
Delete a token type
There are two ways of removing a token type: deactivate or delete:
- Deactivate – will remove the token type from the list, and any tokens with this type but allows you to re-active the type in future. You can reactivate the type but not the tokens, they will be deleted completely.
- Delete – will permanently delete the token type and all tokens set up with the type.
For either method, click the button on the right of the type, then click Remove to confirm.