Login as Staff or Customers – Impersonation Module for Perfex CRM

Note: This is a security module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

The Impersonation Module for Perfex CRM allows administrators to seamlessly log into any staff or customer account and return to their original session with ease.

Built to integrate smoothly into your existing Perfex CRM setup, this module requires no core file modifications. Simply upload, configure access via settings, and enhance your team’s support capabilities instantly.

Demo

Note: For security reasons, IP addresses are not displayed or saved in the demo version.

Admin Login: https://perfex.codeonstring.com/admin Email: admin@example.com Password: 123456789

How to Use

Access the impersonation icon from the top navbar (after login), select user type and user, then click Impersonate to log in as staff or customer, return anytime using the blinking Stop Impersonation button.

Features

• Seamless integration with Perfex CRM (v3.1.0 and above)
• Clean and minimal UI that matches Perfex CRM’s design
• Impersonate staff or customers securely without needing their credentials
• Granular control to enable or disable impersonation per user type
• Detailed Impersonation & Activity Logs
• Session logging for tracking impersonation
• Quick installation and setup – no coding knowledge required
• No core file modifications – fully modular and update-safe

What’s Included

• Impersonation Module
• Documentation
• Free lifetime updates and 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher

Frequently Asked Questions

Is user data secure while impersonating?

Yes. The module never exposes passwords or sensitive credentials. It securely switches sessions without logging actual credentials.

Can I restrict which users can access impersonation?

Yes. Only staff members with appropriate module permissions will see the impersonation icon and be able to use the feature.

Do I need coding knowledge to use this module?

No. This module is fully plug-and-play. You just need to upload, activate, and configure it via the admin panel.

Do I need to modify any core files in Perfex CRM?

No. This module is self-contained and does not require any core file modifications.

Is this module compatible with all Perfex CRM versions?

Yes. This module works with all Perfex CRM versions starting from 3.1.0 and above.

Can I enable impersonation for only customers or only staff?

Yes. The module provides individual toggles to enable or disable impersonation separately for customers and staff.

Does this module support multiple languages?

The module is translation-ready and comes with an English language file by default. You can easily add other languages by copying and translating the provided language file.

Are updates included?

Yes. All future updates are included and will be available via your CodeCanyon account under downloads.

Is there documentation available?

Yes, a full installation and configuration guide is included in the download bundle.

Documentation

For detailed instructions on installation and configuration, please refer to the online documentation at: https://perfex.codeonstring.com/impersonation-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at codeonstring@gmail.com

Change Log

Version 2.0.1
    - Added quick impersonation on customer and staff list
    - Various minor fixes and improvements

Version 2.0.0
    - Added detailed activity log
    - Added filters: by specific user or all users, by user type, and by date range
    - Added clear log button to remove all impersonation logs
    - Added device information tracking
    - All contacts are now included in the list (not just primary)
    - Improved user search with Select2 integration
    - Fixed datatable bug
    - Various minor fixes and improvements

Version 1.0.0
    - Initial Release