Be aware: It is a module for Perfex CRM, not a standalone script. This module works finest on Perfex CRM model 3.2.1 and later. We advocate testing it on a staging copy earlier than deploying to your manufacturing Perfex occasion.
This module might not work in case you are utilizing Perfex CRM as a SaaS service.
LIVE DEMO
To see a reside demo for this module, use the login particulars beneath:
DEMO USER 1 – Can view venture and job prices however doesn’t have entry to Leads, Assist, or Utilities.
Username: [email protected]
Password: !zV4eT3&aM6vJ7E#Oy
DEMO USER 2 – Can entry Leads, Assist, and Utilities however can’t view venture/job prices.
Username: [email protected]
Password: yO#E7Jv6Ma&3Te4Vz!
Login here.
Superior Permissions Administration Module is a strong module and permits directors to fine-tune entry to vital menu gadgets, making certain that employees members solely see what they want. By default, Perfex lacks granular permissions for Assist, Leads, and Utilities, however this module bridges the hole by offering detailed entry management for various employees roles.
BENEFITS
- Enhanced Safety: Limit entry to delicate CRM areas and defend worthwhile enterprise knowledge.
- Improved Productiveness: Streamline workflows by limiting distractions and focusing employees on related duties.
- Higher Function Administration: Assign permissions primarily based on role-specific obligations.
- Customised Visibility: Guarantee solely the mandatory info is seen to every employees position.
WHAT’S NEW
Bulletins: Create and assign bulletins to particular employees roles. When no roles are chosen, the announcement is seen to all employees members. When particular roles are chosen, solely employees with these roles will be capable of see the announcement.
Workers’s Division Permissions: Permits assigning a particular division to every buyer, lead, and venture. It ensures solely employees members belonging to related division can view and entry the associated data.
Extra FEATURES
- Leads Administration Permissions:
- Management visibility of leads for employees roles (view all leads, personal leads, create, edit, delete, or entry public kinds).
- Choice to fully disable leads entry for particular roles.
- Assist Permissions:
- Grant particular entry to help tickets (view all, personal, create, edit, delete, and entry public kinds).
- Conceal the Assist menu for chosen employees roles.
- Utilities Entry Management:
- Limit entry to media recordsdata and the calendar.
- Conceal the Utilities menu totally for particular employees roles.
- Challenge & Process Value Visibility:
- Management entry to venture value particulars for any employees position.
- Limit visibility of job prices to solely related group members dealing with budgeting and billing.
With extra options coming quickly, Superior Permissions Administration Module helps you handle employees entry effectively and securely inside Perfex CRM.
INQUIRIES AND SUPPORT
For any pre-sales inquiries, please use the dialogue tab to ask any questions you could have.
When you have bought this module and require help, please open a help question, and we can be glad to help you.
For function requests, please e-mail us on the supplied e-mail handle on our vendor profile.
CHANGELOG
Model 1.0.3 | 10 January 2026
Added: Permission-based bulletins function
Added: Division function for Prospects, Leads, and Initiatives to implement entry management
Model 1.0.1 | 12 Might 2025
Fastened: Some customers seeing error 500 when attempting to activate the module
Model 1.0.0 | 17 March 2025
Preliminary launch
