FlexiAuth Knowledge Base
FlexiAuth is a security and verification module for Perfex CRM that controls and logs access to
customer accounts using Support PIN authentication.
1. Installation
• Upload the FlexiAuth module to: modules/flexiauth/
• Go to Setup > Modules in the admin panel.
• Click Activate next to FlexiAuth.
• The module will automatically create required database tables and fields.
2. How Support PIN Works
• Each contact receives a unique Support PIN.
• If no PIN exists, one is automatically generated.
• PINs are securely stored (hashed + encrypted).
• Contacts can view and change their PIN in the client portal.
3. Customer Access Authentication
• When a staff member opens a customer account, an authentication prompt appears.
• Option 1: No Auth Required (logged).
• Option 2: Enter Support PIN + Postcode.
• If verified, access is granted and logged.
4. Remember Access Settings
• Authentication can be remembered for a configurable time (default: 15 minutes).
• Admin can change this in FlexiAuth > Settings.
• After expiration, authentication is required again.
5. Admin Features
• FlexiAuth menu added to admin sidebar.
• View full access logs.
• Filter logs by client.
• View and change Support PINs from the customer profile.
• Lock button clears remembered access and redirects to Customers page.
6. Access Logs
• Logs include staff name, client name, contact (PIN owner).
• Tracks method (PIN / No Auth / Remembered).
• Records success or failure.
• Logs IP address and timestamp.
• Logs are visible to admin users only.
7. Security Notes
• PINs are stored securely using hashing and encryption.
• Access sessions expire automatically.
• All authentication attempts are logged for audit purposes.
8. Troubleshooting
• If authentication does not appear, clear browser cache.
• If PIN does not show in admin, ensure module is activated.
• If logs do not appear, confirm user has admin privileges.
9. Support
• For assistance, visit: support.flexidesk.cloud
FlexiAuth – Secure Customer Access for Perfex CRM