Password Rotation Module for Perfex CRM Documentation ☰

Introduction

The Password Rotation Module for Perfex CRM helps administrators enforce stronger security and compliance by requiring users to update their passwords on a regular schedule. With automated reminders, strong password validation, and lockout enforcement, this module ensures accounts remain protected against stale or weak credentials.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation and Configuration

Installing the module is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the password_rotation.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the password_rotation.zip
  • Click Install to complete the process.
Password Rotation Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Password Rotation Module Activation

Configuration :

Once the module is installed and activated, you'll see three options, Deactivate and Settings. Click on the Settings button to quickly access the Password Rotation Settings

Password Rotation Module Activation

Alternatively, you can navigate to Setup → Settings → Password Rotation to access its configuration options, which include :

  • Customer Frequency (In Days) – Customer will have to change password on every number of days, Example 60 (Customer will not able to keep same password for 60 days, They have to update it before timespan or account will be locked which can be approved by admin)
  • Staff Frequency (In Days) – Staff will have to change password on every number of days, Example 60 (Staff will not able to keep same password for 60 days, They have to update it before timespan or account will be locked which can be approved by admin)
  • Strict Validation – When updating password user will have strong password requirements, Requires 1 special character, 1 capital letter, 1 small letter, 1 number and Minimum length of 8 characters
  • Enable for Staff – When disabled, password rotation process will be not applied to staff.
  • Enable for Customer – When disabled, password rotation process will be not applied to customer.
Password Rotation Module Activation

Usage :

  • Password Expiry & Rotation
    • Admin defines separate password rotation frequency (in days) for staff and customers.
    • Each user’s password expiry date is automatically calculated based on this frequency.
    • Users are required to update their password before the expiry date to maintain access.
  • Strict Validation Rules
    • Admin can enable or disable Strict Validation for new passwords.
    • When enabled, passwords must contain:
      • At least 1 special character
      • At least 1 uppercase letter
      • At least 1 lowercase letter
      • At least 1 number
      • Minimum length of 8 characters
  • Password Expiry Alert
    • Users receive an in-app alert 5 days before their password expires.
    • A forced in-app alert reminder is sent 3 days before the expiry date.
    • If users still do not update their password, their account will be locked upon expiry.
  • Locked Accounts
    • If a password expires without being updated, the account is locked for security.
    • Locked users can request a password reset.
    • Alternatively, admins can directly reset the password from the admin panel.
  • Admin Management
    • Admins can view and manage all user password expiries from the settings panel.
    • Admins can reset user passwords manually if required.
    • Admins can approve or reject password reset requests submitted by users.
  • In-App Notification – Admin will get an in-app notification if user is failed to update password and request for reset / approval.

Update

Installing the module is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the password_rotation.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the password_rotation.zip
  • Click Install to complete the process.
Password Rotation Module Update

Once the module is installed, it will appear in the list of available modules below. Simply click the Upgrade Database button to update it.

Password Rotation Module Update

Support

For support, please reach out to us at codeonstring@gmail.com. We will respond as soon as possible, typically within one working day.

Changelog

VERSION 1.0.0 – Initial Release