FlexiAuth – Advanced Customer Access Verification for Perfex CRM
FlexiAuth is a powerful security and verification module for Perfex CRM that adds an extra layer of
protection when staff access customer accounts. It ensures sensitive client data is only viewed after
proper authentication while maintaining a smooth workflow for your team.
Unique Support PIN Per Contact
• Automatically generates a unique Support PIN for every contact.
• Contacts can view and change their PIN in the client portal.
• Admins can view and modify PINs directly from the customer profile.
• PINs are securely stored (hashed + encrypted).
Customer Access Authentication
• Displays an authentication prompt when staff access a customer account.
• Option 1: No Auth Required (logged for audit purposes).
• Option 2: Enter Support PIN + Postcode verification.
• Successful verification grants access and logs the event.
Smart Session Memory
• Requires authentication only once per customer session.
• Configurable 'remember access' duration (default 15 minutes).
• Admin lock button instantly revokes session access.
• Automatic redirect to customers page when locked.
Full Access Logging (Admin Only)
• Logs staff name, client name, and contact (PIN owner).
• Tracks access method (PIN / No Auth / Remembered).
• Records success/failure, IP address, and timestamp.
• Includes dedicated Logs page with client filtering.
Admin Dashboard Integration
• Adds FlexiAuth main menu in the admin sidebar.
• Includes Logs and Settings submenus.
• Customer profile Support PIN panel with edit capability.
Ideal For
• Managed IT providers
• Hosting companies
• Accountants
• Agencies handling sensitive customer data
• Any business requiring audit tracking for customer access
Why Choose FlexiAuth?
• Controlled access to client accounts.
• Accountability for staff actions.
• Enhanced data protection.
• Supports audit and compliance requirements.