{"id":8656,"date":"2025-03-19T01:30:05","date_gmt":"2025-03-19T01:30:05","guid":{"rendered":"https:\/\/s-o-s.net\/product\/advanced-permissions-management-module-for-perfex-crm\/"},"modified":"2025-04-17T18:57:50","modified_gmt":"2025-04-17T18:57:50","slug":"advanced-permissions-management-module-for-perfex-crm","status":"publish","type":"product","link":"https:\/\/s-o-s.net\/en_gb\/product\/advanced-permissions-management-module-for-perfex-crm\/","title":{"rendered":"Advanced Permissions Management Module for Perfex CRM"},"content":{"rendered":"<p><br \/>\n<br \/>\n<a class=\"wp_automatic_demo_btn broken_link\" target=\"_blank\" href=\"https:\/\/codecanyon.net\/item\/advanced-permissions-management-module-for-perfex-crm\/full_screen_preview\/57278608\" rel=\"noopener\">LIVE PREVIEW<\/a> <a class=\"wp_automatic_buy_btn broken_link\" target=\"_blank\" href=\"https:\/\/codecanyon.net\/item\/advanced-permissions-management-module-for-perfex-crm\/57278608\" rel=\"noopener\">LIVE ORDER $44<\/a><br \/>\n<br \/>\n<img decoding=\"async\" src=\"https:\/\/previews.customer.envatousercontent.com\/files\/612383378\/Inline%20image%20APM.png\"><br \/>\n<a><span style=\"font-size: 20px\">Advanced Permissions Management Module for Perfex CRM<\/span><\/a><br \/>\n<img decoding=\"async\" src=\"\" width=\"25\" height=\"25\"> <a href=\"https:\/\/codecanyon.net\/user\/zegapps\" target=\"_blank\" rel=\"noopener\">zegapps<\/a><br \/>\n<\/p>\n<p><strong>Note:<\/strong> This is a module for <a target=\"_blank\" href=\"https:\/\/codecanyon.net\/item\/perfex-powerful-open-source-crm\/14013737\" rel=\"noopener\" class=\"broken_link\">Perfex CRM<\/a>, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. We recommend testing it on a staging copy before deploying to your production Perfex instance.<br \/>\nThis module may not work if you are using Perfex CRM as a SaaS service.\n<\/p>\n<h3 id=\"item-description__live-demo\">LIVE DEMO<\/h3>\n<p>To see a live demo for this module, use the login details below:<br \/>\n<br \/>\n<strong>DEMO USER 1<\/strong> &#8211; Can view <strong>project and task costs<\/strong> but does not have access to <strong>Leads, Support, or Utilities<\/strong>.<br \/>\n<br \/>\n<strong>Username:<\/strong> <a target=\"_blank\" href=\"mailto:demo@email.com\" rel=\"noopener\">demo@email.com<\/a><br \/>\n<br \/>\n<strong>Password:<\/strong> !zV4eT3&#38;aM6vJ7E#Oy\n<\/p>\n<p><strong>DEMO USER 2<\/strong> &#8211; Can access <strong>Leads, Support, and Utilities<\/strong> but cannot view <strong>project\/task costs<\/strong>.<br \/>\n<br \/>\n<strong>Username:<\/strong> <a target=\"_blank\" href=\"mailto:demo2@email.com\" rel=\"noopener\">demo2@email.com<\/a><br \/>\n<br \/>\n<strong>Password:<\/strong> yO#E7Jv6Ma&#38;3Te4Vz!<\/p>\n<p>Login <a target=\"_blank\" href=\"https:\/\/demoapm.mightyjar.com\/admin\" rel=\"nofollow noopener\">here.<\/a><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/KHBZT6H.png\" alt=\"module introduction image\" \/><\/p>\n<p><strong>Advanced Permissions Management Module<\/strong> is a powerful module and allows administrators to fine-tune access to critical menu items, ensuring that staff members only see what they need. By default, Perfex lacks granular permissions for <strong>Support, Leads, and Utilities<\/strong>, but this module bridges the gap by providing detailed access control for different staff roles.<\/p>\n<h3 id=\"item-description__benefits\">BENEFITS<\/h3>\n<ul>\n<li><strong>Enhanced Security:<\/strong> Restrict access to sensitive CRM areas and protect valuable business data.<\/li>\n<li><strong>Improved Productivity:<\/strong> Streamline workflows by limiting distractions and focusing staff on relevant tasks.<\/li>\n<li><strong>Better Role Management:<\/strong> Assign permissions based on role-specific responsibilities.<\/li>\n<li><strong>Customised Visibility:<\/strong> Ensure only the necessary information is visible to each staff role.<\/li>\n<\/ul>\n<h3 id=\"item-description__features\">FEATURES<\/h3>\n<ul>\n<li><strong>Leads Management Permissions:<\/strong>\n<ul>\n<li>Control visibility of leads for staff roles (view all leads, own leads, create, edit, delete, or access public forms).<\/li>\n<li>Option to completely disable leads access for specific roles.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Support Permissions:<\/strong>\n<ul>\n<li>Grant specific access to support tickets (view all, own, create, edit, delete, and access public forms).<\/li>\n<li>Hide the Support menu for selected staff roles.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Utilities Access Control:<\/strong>\n<ul>\n<li>Restrict access to media files and the calendar.<\/li>\n<li>Hide the Utilities menu entirely for specific staff roles.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Project &#38; Task Cost Visibility:<\/strong>\n<ul>\n<li>Control access to project cost details for any staff role.<\/li>\n<li>Restrict visibility of task costs to only relevant team members handling budgeting and billing.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>With more features coming soon, <strong>Advanced Permissions Management Module<\/strong> helps you manage staff access efficiently and securely within Perfex CRM.<\/p>\n<h3 id=\"item-description__inquiries-and-support\">INQUIRIES AND SUPPORT<\/h3>\n<p>For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.<\/p>\n<p>If you have purchased this module and require support, please open a support query, and we will be glad to assist you.<\/p>\n<p>For feature requests, please email us on the provided email address on our seller profile.<\/p>\n<h3 id=\"item-description__changelog\">CHANGELOG<\/h3>\n<p>Version 1.0.0 | 17 March 2025<\/p>\n<pre>Initial release<\/pre>\n<p>\n<br \/>\n<br \/>\n<a href=\"https:\/\/codecanyon.net\/item\/advanced-permissions-management-module-for-perfex-crm\/57278608\" target=\"_blank\" rel=\"noopener\" class=\"broken_link\">Source link<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>LIVE PREVIEW LIVE ORDER $44 Advanced Permissions Management Module for Perfex CRM zegapps Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. We recommend testing it on a staging copy before deploying to your production Perfex instance. This module may not [&hellip;]<\/p>","protected":false},"featured_media":8657,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"give_campaign_id":0},"product_brand":[],"product_cat":[3332,3331,3329],"product_tag":[3669,3359,3393,3357,3358,3398],"class_list":{"0":"post-8656","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-add-on-php-script","7":"product_cat-php-script-solution","8":"product_cat-pro-version","9":"product_tag-advanced","10":"product_tag-crm","11":"product_tag-management","12":"product_tag-module","13":"product_tag-perfex","14":"product_tag-permissions","16":"first","17":"instock","18":"shipping-taxable","19":"purchasable","20":"product-type-simple","21":"add-to-wishlist-after_add_to_cart"},"acf":[],"fifu_image_url":"https:\/\/previews.customer.envatousercontent.com\/files\/612383378\/Inline%20image%20APM.png","_links":{"self":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product\/8656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/comments?post=8656"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/media\/8657"}],"wp:attachment":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/media?parent=8656"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product_brand?post=8656"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product_cat?post=8656"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product_tag?post=8656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}