Passkey Login Plugin for Rise CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Passkey Login Plugin for Rise CRM. This module enables staff and customers to log in securely using pin or biometric authentication methods such as Face ID, or fingerprint—without needing to enter a password.


Designed as a plug-and-play add-on, this plugin enhances the login experience by integrating modern password-less security into Rise CRM. Users can register their device credentials after a successful login and use them to authenticate directly, offering a fast, secure, and passwordless sign-in flow.

System Requirements

  • Rise CRM v3.5.0 or higher

Installation

Installing the plugin is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the Passkey_login.zip file.
  • Log in to the Rise CRM admin panel as an administrator and go to Settings → Plugins.
  • Click Install Plugin and a model will popup
Plugin Installation
  • Upload Passkey_login.zip
  • Enter valid Purchase Code
  • Click Install
Plugin Activation

After installation, click the action button to open the dropdown menu, then click Activate to enable the plugin.

Plugin Activation

Configuration :

Once the plugin is installed and activated, you'll see two options, Authenticator 2FA and Authenticator List. Click on the Authenticator 2FA button to quickly access the Authenticator 2FA Settings

  • App Name – App Name – This name will appear in the passkey login popup.
  • Enable for Clients – When disabled, clients will not able to use passkey login.
  • Enable for Staff – When disabled, staff users will not able to use passkey login.
Plugin Configuration

Usage

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

  • Client Registration & Login
    • Client can register their Passkey Login credentials from their profile page.
    • They can also enable or disable Passkey Login at any time from the same page.
    • On the login page, if Passkey Login is enabled for the customer (both personally and by staff), a Login with Passkey button will appear.
    • Clicking the button will trigger the Passkey Login authentication prompt (Face ID, Fingerprint, PIN, etc.).
  • Staff Registration & Login
    • Staff can also register their Passkey Login credentials from their profile page.
    • They can enable or disable their Passkey Login option just like clients.
    • On the admin login page, if Passkey Login is enabled for the staff (both personally and globally), a Login with Passkey button will be displayed.
    • Clicking this button invokes the Passkey Login prompt for secure authentication.
  • Authentication Flow
    • Passkey Login bypasses password entry if biometric/PIN verification is successful.
    • If authentication fails or the user has no registered credentials, fallback to standard login is required.
    • Authentication is based on device-stored credentials linked securely to the user account.
  • Credential Management
    • User can set up multiple devices for easy login on multiple devices.
  • Admin Settings
    • Admin can globally enable or disable Passkey Login for clients and/or other staff users.
    • If disabled, all users will be forced to use traditional login methods.
    • Can add app name which will be displayed on passkey login popup.

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