Tokens are used in templates to replace information – such as a username or email address – with a value, for example [[userFirstName]]. In Token Manager, you can view system tokens or create your own, as follows:

  1. Go to Settings > Token Manager to see a list of your current tokens.

    SFT-Settings-Token-List.jpg

  2. Using features in the header, you can filter and sort the list, and also create new tokens.

    To manage how the list is displayed, do the following:

    • All Owners: From this dropdown menu, you can filter the list to show only tokens created by the System, an Organisation, or both. The default is All Owners.

    • Search: If you want to find a token that includes a particular word or phrase, you can enter it in the Search field.

    • Refresh SFT-Settings-Refresh.jpg: Select the Refresh button to refresh the page.

    • Number of templates displayed SFT-Settings-Display-Choice.jpg: The default number of tokens displayed on a page is ten. If you want to change this, you can select a preset number from the display options dropdown menu.

  3. To create a token, select New Token and the New Replacement Token screen displays.

    SFT-Settings-New-Token.jpg

    1. From the Token Type dropdown menu, you can select:

      • Simple token: Creates a simple token that doesn't include a hyperlink.

      • Custom Mock Hyperlink: Creates a token that includes a hyperlink.

    2. Enter the following details:

      • Description: Enter a description of the token, which can be a short definition of its purpose.

      • Identifier: Enter the wording to be used for the token.

      • TokenValue: If you selected Simple token, enter the wording that the user sees when the token is used.

      • Phishing Endpoint: If you selected Custom Mock Hyperlink, then select the URL from the dropdown menu.

      • Link text: If you selected Custom Mock Hyperlink, enter the wording for the link you selected in Phishing Endpoint.

      • Example: Enter an example to show how the token will be used.

    3. Select Save Token.

  4. Select the Details SFT-Details-New.jpg icon in the Actions column to view more information about existing tokens.

    SFT-Settings-Token-Details.jpg

    • Token Type: Indicates whether it is a Simple token or a Custom Mock Hyperlink token.

    • Identifier: The wording of the token.

    • Description: A brief definition of the token.

    • Token Value: If this is a Simple token, this is how the token appears to the user.

    • Is System Token: Indicates if the token was generated by the System.

    • Href: If this is a Custom Mock Hyperlink token, this is the URL of the phishing endpoint.

    • Link text: If this is a Custom Mock Hyperlink token, this is how the text of the phishing endpoint URL appears to the user.

    • Example: Displays an example of how the token appears to the user.

    • Language: Language used for displaying the token.