Inactivity Logout Master for Perfex CRM

Introduction

As a user of Perfex CRM, you understand the importance of maintaining a high level of security and ensuring that your data is protected from unauthorized access. One of the most effective ways to achieve this is by implementing a robust inactivity logout policy. The Inactivity Logout Master is a powerful module that allows you to set custom inactivity timeouts for users, ensuring that their sessions are automatically logged out after a specified period of inactivity.

In this tutorial, we will guide you through the process of configuring and using the Inactivity Logout Master in Perfex CRM. By the end of this tutorial, you will be able to set up a custom inactivity logout policy that meets your organization's security requirements.

Step 1: Enable the Inactivity Logout Master

To enable the Inactivity Logout Master, follow these steps:

1. Log in to your Perfex CRM account as an administrator.
2. Click on the "Settings" icon () in the top right corner of the page.
3. Select "Modules" from the drop-down menu.
4. Scroll down to the "Security" section and click on the "Inactivity Logout Master" module.
5. Click the "Enable" button to enable the module.

Step 2: Configure the Inactivity Logout Policy

Once the module is enabled, you can configure the inactivity logout policy by following these steps:

1. Click on the "Settings" icon () in the top right corner of the page.
2. Select "Modules" from the drop-down menu.
3. Scroll down to the "Security" section and click on the "Inactivity Logout Master" module.
4. Click on the "Configure" button.
5. In the "Configure Inactivity Logout" page, you can set the following options:
   • Inactivity Timeout: Set the time period after which a user's session will be automatically logged out. You can choose from the following options:
     • 15 minutes
     • 30 minutes
     • 1 hour
     • 2 hours
     • 4 hours
     • 8 hours
     • Custom (you can enter a custom time period in minutes)
   • Timeout Message: Enter a custom message that will be displayed to the user when their session is logged out due to inactivity.
6. Click the "Save" button to save your changes.

Step 3: Test the Inactivity Logout Policy

To test the inactivity logout policy, follow these steps:

1. Log in to your Perfex CRM account as a regular user.
2. Leave the page open and inactive for the specified time period set in the inactivity timeout.
3. Once the timeout period has expired, you should be automatically logged out of the system.

Step 4: Troubleshooting

If you encounter any issues with the inactivity logout policy, follow these troubleshooting steps:

1. Check that the module is enabled and configured correctly.
2. Verify that the inactivity timeout is set to the correct time period.
3. Check that the user's session is not locked or frozen.
4. Contact Perfex CRM support for further assistance.

Conclusion

In this tutorial, we have shown you how to enable and configure the Inactivity Logout Master in Perfex CRM. By following these steps, you can set up a custom inactivity logout policy that meets your organization's security requirements. Remember to test the policy regularly to ensure that it is functioning correctly and to troubleshoot any issues that may arise.