Login as Staff or Customers – Impersonation Module for Perfex CRM

Streamline Your Support and Debugging with One-Click User Impersonation

Tired of endless back-and-forth emails trying to understand a customer’s issue? The Login as Staff or Customers – Impersonation Module for Perfex CRM is the ultimate tool for administrators and support teams. It eliminates guesswork by allowing you to instantly and securely log in as any staff member or customer directly from your admin dashboard.

This powerful module provides a crystal-clear window into the user experience, enabling you to replicate bugs, troubleshoot problems, and provide exceptional support with unprecedented speed. Stop asking for screenshots and start solving problems firsthand. This is the workflow automation tool your Perfex CRM has been missing.

Key Features at a Glance

• One-Click Impersonation: Instantly switch to any customer or staff account from their profile page.
• Secure & Controlled Access: Sessions are secure, and a clear indicator bar shows you are in impersonation mode.
• Granular Permissions: Assign impersonation capabilities to specific staff roles, ensuring only authorized personnel have access.
• Detailed Audit Logs: Keep a comprehensive record of every impersonation session for full accountability and security.
• Seamless Perfex Integration: The module feels like a native part of your Perfex CRM, with an intuitive and clean user interface.
• No User Disruption: Impersonating a user does not log them out or interfere with their active session.
• Quick Revert Function: A persistent “Switch Back” button allows you to return to your admin account instantly.

Transform Your Workflow with Powerful Features

Let’s dive deeper into the core functionalities that make this module an indispensable asset for any business using Perfex CRM.

Effortless One-Click User Switching

Imagine a customer reports an issue with an invoice they can’t see in their client portal. Instead of a long email chain, you simply navigate to their profile in Perfex. With a single click on the “Login as Customer” button, you are instantly transported into their exact dashboard view.

You see what they see, interact with the interface as they would, and identify the problem in seconds. This feature dramatically cuts down on support ticket resolution times. It empowers your support team to be proactive and incredibly efficient, boosting customer satisfaction.

Comprehensive Audit Logs for Security & Accountability

Trust and security are paramount, especially when accessing user accounts. Our impersonation module includes a robust logging system that creates a detailed audit trail. Every time a staff member uses the impersonation feature, an entry is created.

This log records crucial information:

• Which administrator initiated the session.
• Which user account was accessed.
• The exact date and time the session started.
• The duration of the impersonation session.

This ensures complete transparency and accountability. You always have a clear record of who accessed what and when, making it perfect for businesses that need to maintain strict security protocols or compliance standards.

Granular Permission-Based Access Control

Not every staff member needs the ability to log in as a customer. This module provides you with total control over who can use the impersonation feature. Through Perfex CRM’s existing Roles and Permissions system, you can easily grant or revoke access.

You can create a specific “Senior Support” role with impersonation rights while restricting it for junior staff. This ensures the tool is used responsibly and securely within your organization. This level of access control is essential for managing larger teams and protecting sensitive customer data.

Who is This Module For?

This impersonation module is a game-changer for a wide range of Perfex CRM users who want to improve efficiency and provide better service.

• CRM Administrators: Quickly configure user accounts, test permissions, and troubleshoot system-wide issues without needing user credentials.
• Customer Support Teams: Resolve support tickets faster by seeing the exact issue a customer is facing in their client portal.
• Developers & Testers: Easily debug custom modules or test new features from different user perspectives (staff and customer) to ensure everything works perfectly.
• Agency Owners: Provide premium, hands-on support to your clients by quickly diagnosing problems within their CRM environment.
• Project Managers: Verify that team members and clients have the correct project views and permissions assigned to them.

The Smart Choice: Freedom, Value, and Powerful Code

Why choose this version? We believe in providing exceptional value and freedom to our users. Our offering is built on the foundation of the GPL, which gives you incredible benefits.

Instead of paying a high price for a license restricted to a single website and a limited time, you get a more intelligent solution. You receive the exact same powerful, professional code but with the freedom to use it on as many projects as you need. It’s the most cost-effective way to enhance your Perfex CRM installation.

We provide access to the original, untouched code. This ensures maximum security and compatibility for your business-critical operations.

Frequently Asked Questions

Is the Login as Staff or Customers module compatible with the latest version of Perfex CRM?

Absolutely. The module is developed to be fully compatible with the latest stable releases of Perfex CRM. We ensure our files are kept up-to-date so you can run the most current and secure version of your CRM without compatibility issues.

Can I control which staff members have the ability to impersonate users?

Yes, you have complete control. The module integrates with Perfex CRM’s native permissions system. You can navigate to Setup > Roles, select a specific staff role, and enable or disable the impersonation capability for that entire group.

Does impersonating a user affect their own active session?

No, it does not. The impersonation feature creates a separate, isolated session for the administrator. The actual user will not be logged out or have their session interrupted in any way, ensuring a seamless experience for both your staff and your customers.

Is there a log of all impersonation activities for security purposes?

Yes. Security and accountability are built-in. The module maintains a detailed audit log that records which administrator impersonated which user, along with timestamps. This allows you to maintain a clear and transparent record of all actions.

How do I receive updates for this module?

Updates are included with your purchase. When a new version is released, you can download it directly from your account on our website. This gives you the freedom to update on your own schedule, ensuring you always have access to the latest features and security patches.

Is the code provided safe to use on my live website?

Yes, 100%. We provide the original, unaltered code for the module as released by the developer. The files are free from any malware or modifications, making them completely safe to install on your Perfex CRM instance. You get professional-grade software at an unbeatable value.