Passkey Login Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Passkey Login Module for Perfex CRM. This module enables staff and customers to log in securely using pin or biometric authentication methods such as Face ID, or fingerprint—without needing to enter a password.


Designed as a plug-and-play add-on, this module enhances the login experience by integrating modern password-less security into Perfex CRM. Users can register their device credentials after a successful login and use them to authenticate directly, offering a fast, secure, and passwordless sign-in flow.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation

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

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

Module Activation

Configuration :

Once the module is installed and activated, you'll see three options, Deactivate, Settings and User List . Click on the Settings button to quickly access the Passkey Login Settings

Passkey Login Module Activation

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

  • App Name – This name will appear in the passkey login popup.
  • Enable for Customers – When disabled, customers will not able to use passkey login.
  • Enable for Staff – When disabled, staff users will not able to use passkey login.
Passkey Login Module Activation

Usage

Once the module is installed and activated, follow these steps to use it effectively :

  • Customer Registration & Login
    • Customers can register their Passkey Login credentials from their profile page.
    • They can also enable or disable Passkey Login at any time from the same page.
    • On the login page, if Passkey Login is enabled for the customer (both personally and by admin), a Login with Passkey button will appear.
    • Clicking the button will trigger the Passkey Login authentication prompt (Face ID, Fingerprint, PIN, etc.).
  • Staff Registration & Login
    • Staff can also register their Passkey Login credentials from their profile page.
    • They can enable or disable their Passkey Login option just like customers.
    • On the admin login page, if Passkey Login is enabled for the staff (both personally and globally), a Login with Passkey button will be displayed.
    • Clicking this button invokes the Passkey Login prompt for secure authentication.
  • Authentication Flow
    • Passkey Login bypasses password entry if biometric/PIN verification is successful.
    • If authentication fails or the user has no registered credentials, fallback to standard login is required.
    • Authentication is based on device-stored credentials linked securely to the user account.
  • Credential Management
    • User can set up multiple devices for easy login on multiple devices.
  • Admin Settings
    • Admin can globally enable or disable Passkey Login for customers and/or other staff users.
    • If disabled, all users will be forced to use traditional login methods.
    • Can add app name which will be displayed on passkey login popup.

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 2.0.1

  • New Feature : Supports Multiple Device Registration
  • Bug Fixing
  • Better Error Handling
  • Cleaner and More Smooth Flow
  • Module Repackage

VERSION 1.0.0 – Initial Release