# Product Documentation

PlexTrac helps cybersecurity teams improve and centralize workflow management processes across the entire lifecycle. The platform streamlines all aspects of the process, from staging offensive engagements and conducting assessments to analyzing data and reporting, prioritizing critical issues, collaborating between teams, and communicating with stakeholders.

<div align="left"><figure><picture><source srcset="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fo2HZ4MgAL0yys8utIxLq%2FZoom_Screen-11.png?alt=media&#x26;token=ba5afd49-f5d5-47de-b58e-488b6e2c3a5c" media="(prefers-color-scheme: dark)"><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F6OHYAwzg93vWvmOPAB0d%2FZoom_Screen-08.png?alt=media&#x26;token=9aaea60d-f3c0-42c9-91a4-6a4cfa56ae4a" alt=""></picture><figcaption></figcaption></figure></div>

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## PlexTrac Modules&#x20;

When logging in to PlexTrac, users are greeted by the **Dashboard** page. Seven modules exist besides the Dashboard: **Clients**, **Assessments**, **Reports**, **Priorities, Content Library**, **Analytics**, and **Runbooks**.&#x20;

Click a box to learn about a module.

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th data-hidden>topics covered<select multiple><option value="21679e92a702429cb3c27685f1dfd0cb" label="User Assignments" color="blue"></option><option value="4a2068e36ed548ecbd7e29b06ca6be42" label="Findings Older Than 30 days" color="blue"></option><option value="0ce7614e78d74ee88594b3e095da59be" label="User Reports" color="blue"></option><option value="8ec41f34a9ed47eba0d3cfde11510e42" label="User Assessments" color="blue"></option><option value="ef06ba96e6aa455397863f1a205050fb" label="Adding Clients" color="blue"></option><option value="495e8e9a533d4b4ea5eaed80b38613da" label="Adding Assets" color="blue"></option><option value="37c7917153964527b79884c78ec92cad" label="Using Short Codes" color="blue"></option><option value="4f746167cb1044059ebfbd011809e98c" label="Exporting Reports" color="blue"></option><option value="4e99ced6ea5741f5998c79ba74a018cf" label="Creating Assessments" color="blue"></option><option value="fc39d09a064b4a668983c0862c058275" label="Creating Questions" color="blue"></option><option value="7aaec1e7bf35462f95c3f0f32ad6a9a1" label="Completing Aessessments" color="blue"></option><option value="7989a1068a22463693f526bb4aebe0cf" label="Answer Types" color="blue"></option></select></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Dashboard</strong></td><td>viewing assigned findings, reports, assessments, and priorities</td><td><span data-option="21679e92a702429cb3c27685f1dfd0cb">User Assignments, </span><span data-option="4a2068e36ed548ecbd7e29b06ca6be42">Findings Older Than 30 days, </span><span data-option="0ce7614e78d74ee88594b3e095da59be">User Reports, </span><span data-option="8ec41f34a9ed47eba0d3cfde11510e42">User Assessments</span></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FFvTjEWFWt0zmxwZ7rkJe%2Fdashboard%20(1).png?alt=media&#x26;token=fa49849f-b90f-4f33-a78f-ec24ecb37e89">dashboard (1).png</a></td><td><a href="product-documentation/dashboard">dashboard</a></td></tr><tr><td align="center"><strong>Clients</strong></td><td>adding clients, adding assets, using short codes, exporting reports</td><td><span data-option="ef06ba96e6aa455397863f1a205050fb">Adding Clients, </span><span data-option="495e8e9a533d4b4ea5eaed80b38613da">Adding Assets, </span><span data-option="37c7917153964527b79884c78ec92cad">Using Short Codes, </span><span data-option="4f746167cb1044059ebfbd011809e98c">Exporting Reports</span></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F2NF8BVG0cWM638pXPajt%2Fclients%20(1).png?alt=media&#x26;token=5e0fb296-5d04-4750-b304-4ba26e13c5f8">clients (1).png</a></td><td><a href="product-documentation/clients">clients</a></td></tr><tr><td align="center"><strong>Schedule</strong></td><td>set up and view engagements and manage resources for reports</td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FY0p32JEry7AMzrcKCAYf%2FSchedule-150px.png?alt=media&#x26;token=9c214d9e-8f8c-4d31-b428-170f5515c3ae">Schedule-150px.png</a></td><td><a href="product-documentation/schedule">schedule</a></td></tr></tbody></table>

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th data-hidden>topics covered<select multiple><option value="5998bf8a7c694d25aca1c84064fc8ab9" label="Creating Reports" color="blue"></option><option value="6ed1b44e0c1941d3ba18d6a487831661" label="Creating Findings" color="blue"></option><option value="18beec97a2b4418f9f5a9e5ac34e8099" label="Importing Findings" color="blue"></option><option value="f234a9d064514a68bdcabec05e347039" label="Importing Reports" color="blue"></option><option value="a8ce54a85ec74e92848e06724cc1c0b7" label="Types of Repositories" color="blue"></option><option value="00d42c6d04be4c649d15581c5425ceda" label="NarrativesDB" color="blue"></option><option value="830a534b33144b6d96d25bbd4e24c1fa" label="WriteupsDB" color="blue"></option><option value="91a25289bee54f6ca481991ce8fa7d29" label="RunbooksDB" color="blue"></option><option value="0ed25773ab3543cb8dfcec21fda96973" label="Findings " color="blue"></option><option value="920fdc5bea2841a29753ccfd51b1ac94" label="Assets" color="blue"></option><option value="9113c7f24986494382bd0df39d28f596" label="Runbooks" color="blue"></option><option value="1cac7ff8fe0c4db19fc2716d3db0ad88" label="Trends &#x26; SLAs" color="blue"></option></select></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Assessments</strong></td><td>managing assessments, creating questions, managing answer types</td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FVs5hqgLGi0NlvX6bcpsf%2Fassessments%20(1).png?alt=media&#x26;token=f1c7de6f-a480-4b47-93fa-a29189093031">assessments (1).png</a></td><td><a href="product-documentation/assessments">assessments</a></td></tr><tr><td align="center"><strong>Reports</strong></td><td>creating reports, importing findings, exporting reports, affected assets</td><td><span data-option="5998bf8a7c694d25aca1c84064fc8ab9">Creating Reports, </span><span data-option="6ed1b44e0c1941d3ba18d6a487831661">Creating Findings, </span><span data-option="18beec97a2b4418f9f5a9e5ac34e8099">Importing Findings, </span><span data-option="f234a9d064514a68bdcabec05e347039">Importing Reports</span></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F03GxaLjyQoUAPzFTJDXH%2Freports%20(1).png?alt=media&#x26;token=e2f84eeb-bb0b-4bfd-a709-094ec44f98fc">reports (1).png</a></td><td><a href="product-documentation/reports">reports</a></td></tr><tr><td align="center"><strong>Priorities</strong></td><td>create priorities, link findings, link assets, manage scores and status</td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fm0fuIHxla12f2X56v5WT%2Fintegrations%20(2).png?alt=media&#x26;token=868b49c4-7fca-4c58-9edc-8ffdf98fd741">integrations (2).png</a></td><td><a href="product-documentation/priorities">priorities</a></td></tr><tr><td align="center"><strong>Content Library</strong></td><td>set up and manage NarrativesDB, WriteupsDB,  and RunbooksDB</td><td><span data-option="a8ce54a85ec74e92848e06724cc1c0b7">Types of Repositories, </span><span data-option="00d42c6d04be4c649d15581c5425ceda">NarrativesDB, </span><span data-option="830a534b33144b6d96d25bbd4e24c1fa">WriteupsDB, </span><span data-option="91a25289bee54f6ca481991ce8fa7d29">RunbooksDB</span></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FRdlsQw46z5RRoXRLfjXx%2Fcontent%20library%20(2).png?alt=media&#x26;token=b50011ce-0f64-48ed-a8be-da9c1c82e222">content library (2).png</a></td><td><a href="product-documentation/content-library">content-library</a></td></tr><tr><td align="center"><strong>Analytics</strong></td><td>findings metrics, filters, assets metrics, runbooks metrics, trends &#x26; SLAs</td><td><span data-option="0ed25773ab3543cb8dfcec21fda96973">Findings , </span><span data-option="920fdc5bea2841a29753ccfd51b1ac94">Assets, </span><span data-option="9113c7f24986494382bd0df39d28f596">Runbooks, </span><span data-option="1cac7ff8fe0c4db19fc2716d3db0ad88">Trends &#x26; SLAs</span></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FsIFpVOWWagY6MrkddTi7%2Fanalytics%20(1).png?alt=media&#x26;token=9a022237-7e8e-423d-a16c-c05792111e82">analytics (1).png</a></td><td><a href="product-documentation/analytics">analytics</a></td></tr><tr><td align="center"><strong>Runbooks</strong></td><td>engagements, test plans, procedures, importing and exporting runbooks</td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FtDlibK5ovoQOIpIBnZZ1%2Frunbooks%20(1).png?alt=media&#x26;token=45d2e55f-d1fe-4822-bc55-ea8b4c4ed3e2">runbooks (1).png</a></td><td><a href="product-documentation/runbooks">runbooks</a></td></tr></tbody></table>

## Tenant Management

PlexTrac provides many options for configuring a tenant. Below are links to documentation for administration tasks, configuring user-specific settings, configuring authentication (OATH and SAML), integrating with APIs and parsers, installing and maintaining PlexTrac locally, and much more.

Click a box to learn about a topic.

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Tenant Administration</strong></td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FFovYE40Ymhytz3HDyrus%2FSetting.png?alt=media&#x26;token=edea2763-b085-4711-9fa6-84a2679f98a1">Setting.png</a></td><td><a href="product-documentation-1/account-management/account-admin">account-admin</a></td></tr><tr><td align="center"><strong>User Profile Settings</strong></td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FtsaT1Wuh4STtcJDY7pO5%2FIdcard.png?alt=media&#x26;token=ebe6fe49-de43-4f05-8987-4addcf78a5d2">Idcard.png</a></td><td><a href="product-documentation-1/account-management/profile-personal-settings">profile-personal-settings</a></td></tr><tr><td align="center"><strong>Authentication Methods</strong></td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FhdW1ucpon64Y4NJG72kx%2FLock.png?alt=media&#x26;token=7c6f165f-7c9d-47f6-a1b5-02ff9e7282f8">Lock.png</a></td><td><a href="product-documentation-1/account-management/account-admin/security-and-user-management/security/authentication-methods">authentication-methods</a></td></tr><tr><td align="center"><strong>Integrations and Imports</strong></td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F2iECQgycRi2Ajn2nrsSE%2FApi.png?alt=media&#x26;token=0123dc57-a472-415e-adda-482e7659b77e">Api.png</a></td><td><a href="product-documentation-1/integrations-and-file-imports">integrations-and-file-imports</a></td></tr><tr><td align="center"><strong>Supported Applications</strong></td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F2cXWOyQWx3z4gTG03aDg%2FSound.png?alt=media&#x26;token=224c80c7-44e5-4826-940c-a043b4de5702">Sound.png</a></td><td><a href="master/supported-applications">supported-applications</a></td></tr><tr><td align="center"><strong>API Documentation</strong></td><td></td><td><a href="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FMiJZPp7gqeFAsDTjVzFs%2FCode.png?alt=media&#x26;token=1a4d458a-1e56-4c8a-a65f-6c92f614a760">Code.png</a></td><td><a href="api-documentation">api-documentation</a></td></tr></tbody></table>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.plextrac.com/plextrac-documentation/master.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
