Impersonate Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Impersonation Module for Perfex CRM. This module allows authorized staff members to securely impersonate other staff or customers within the system.


Designed as a plug-and-play add-on, this module allows staff to seamlessly switch into any customer or staff account for streamlined access and context also easily revert back to your original session in one click, preserving workflow continuity.

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 impersonation.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the impersonation.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 View Log. Click on the Settings button to quickly access the Impersonate Settings

Module Activation

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

  • Disable Impersonation – When disabled, Restricts impersonation access to Admin only, All other users will be blocked from using it.
  • Enable for Customers – When disabled, Staff will not able to impersonate customers.
  • Enable for Admins – When disabled, Staff will not able to impersonate other staff.
Module Activation

Usage

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

  • Accessing the Impersonation Tool
    • After logging in as an admin or staff user (with appropriate permissions), you'll see a new icon in the top navigation bar.
    • Click the impersonation icon to open the Impersonation Modal.
  • Selecting a User Type
    • In the modal, choose whether you want to impersonate a Staff or a Customer.
    • (Optional) If the module settings only allow one user type (e.g., only staff), the dropdown will be hidden and default to the allowed type.
  • Selecting a User

    • Once you select the user type, the second dropdown will automatically populate with a list of available users :

    • For Staff : Active users excluding the currently logged-in staff.
    • For Customers : Active clients, displayed as Contact Name (Company Name) for clarity.
  • Starting Impersonation
    • Click the Impersonate button.
    • The system will :
      • Store your current session temporarily.
      • Log you in as the selected user.
      • Redirect you to the appropriate dashboard (Admin or Customer Panel).
    • While impersonating, you'll see a Stop Impersonation button on the navigation bar with a blinking style to remind you.
  • Ending Impersonation
    • Click the Stop Impersonation button at any time.
    • The system will :
      • Log out the impersonated user.
      • Restore your original admin/staff session automatically.
      • Redirect you back to the admin dashboard.

Frequently Asked Questions (FAQ)

  • 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.

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