Advanced Permissions Management Module for Perfex CRM

Advanced Permissions Management Module for Perfex CRM

This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. We recommend testing it on a staging copy before deploying to your production Perfex instance. This module may not work if you are using Perfex CRM as a SaaS service

Advanced Permissions Management Module is a powerful module and allows administrators to fine-tune access to critical menu items, ensuring that staff members only see what they need. By default, Perfex lacks granular permissions for Support, Leads, and Utilities, but this module bridges the gap by providing detailed access control for different staff roles.

BENEFITS

• Enhanced Security: Restrict access to sensitive CRM areas and protect valuable business data.
• Improved Productivity: Streamline workflows by limiting distractions and focusing staff on relevant tasks.
• Better Role Management: Assign permissions based on role-specific responsibilities.
• Customised Visibility: Ensure only the necessary information is visible to each staff role.

FEATURES

• Leads Management Permissions:
  • Control visibility of leads for staff roles (view all leads, own leads, create, edit, delete, or access public forms).
  • Option to completely disable leads access for specific roles.
• Support Permissions:
  • Grant specific access to support tickets (view all, own, create, edit, delete, and access public forms).
  • Hide the Support menu for selected staff roles.
• Utilities Access Control:
  • Restrict access to media files and the calendar.
  • Hide the Utilities menu entirely for specific staff roles.
• Project & Task Cost Visibility:
  • Control access to project cost details for any staff role.
  • Restrict visibility of task costs to only relevant team members handling budgeting and billing.