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API DocumentationIntegrationsPlexTrac.com
  • Product Documentation
    • Using This Site
    • Security Advisories
    • Deployment and Maintenance Policy
    • Supported Applications
  • PlexTrac Modules
    • Dashboard
    • Clients
      • Clients Components
      • Creating a Client
      • Managing Clients
      • Managing Client Users
      • Adding Assets to a Client
      • Managing Assets
    • Schedule
      • Schedule Components
      • Creating an Engagement
      • Requesting an Engagement
      • Managing Engagements
      • Engagement Status
    • Assessments
      • Assessment Components
      • Managing Questionnaires
      • Starting an Assessment
      • Taking an Assessment
      • Reviewing an Assessment
      • Submitting an Assessment
    • Reports
      • Report Components
      • Creating a Report
      • Adding from NarrativesDB
      • Editing a Report
      • Using Short Codes in Reports
      • Findings
        • Creating a Finding
        • Collaborative Editing
        • Importing Findings from a File
        • CSV Findings Templates
          • Using Report Findings CSV Template
        • Importing Findings via an Integration
        • Importing Findings from WriteupsDB
        • Finding Status
        • Creating Jira Tickets
        • CVSS Scoring
        • Affected Assets
      • Importing a Report
      • Exporting a Report
    • Priorities
      • Priorities Components
      • Creating a Priority
      • Linking Findings and Assets
      • Managing Priorities
      • Priorities Metrics
    • Content Library
      • Types of Repositories
      • NarrativesDB
        • NarrativesDB Home Page
        • Managing Repositories
        • Managing Users
        • Creating a Repository
        • Managing Sections
        • Creating a Section
      • WriteupsDB
        • WriteupsDB Home Page
        • Managing Repositories
        • Managing Users
        • Creating a Repository
        • Creating a Writeup
        • Copying a Writeup
        • Adding to a Report
        • Importing via CSV Template
      • RunbooksDB
        • RunbooksDB Home Page
        • Managing Repositories
        • Managing Users
        • Creating a Repository
        • Creating a Procedure
        • Creating a Technique
        • Creating a Tactic
        • Creating a Methodology
    • Analytics
      • Findings
      • Assets
      • Runbooks
      • Trends & SLAs
    • Runbooks
      • Managing Engagements
        • Starting an Engagement
        • Submitting an Engagement
      • Managing Test Plans
        • Creating a Test Plan
        • Exporting a Test Plan
  • Tenant Management
    • Account Management
      • Profile (Personal Settings)
        • Managing User Profile
        • Managing Password
        • Setting Up Two-Factor Authentication
      • Account Admin
        • Tenant Settings
          • Account Information
          • General Settings
          • Email Settings
          • Tags Settings
          • Service-Level Agreements (SLAs)
          • Short Codes
        • Customizations
          • Layouts
          • Templates
            • Report Templates
            • Export Templates
            • Style Guides
          • Theme
        • Automations
          • Risk Scoring
            • Creating Equations
            • Managing Priority Equations
          • Parser Actions
        • Integrations & Webhooks
          • Integrations (API)
            • Cobalt
            • Edgescan
            • HackerOne
            • Jira
            • ServiceNow
            • Tenable Vulnerability Management
            • Tenable Security Center
          • Webhooks
        • Security & User Management
          • Audit Log
          • Security
            • Authentication Methods
              • OAuth/OpenID Setup
                • Microsoft Entra ID
                • Google OAuth
                • Okta
                • OpenID Connect
              • SAML Setup
            • General Authentication Settings
            • Authorization
            • Role Based Access (RBAC)
              • Custom Roles
            • Classification Tiers
          • Users
            • Adding Users
            • Managing Users
        • Licensing
          • Licensing
          • Priorities
          • Plex AI
            • Using AI
        • White Labeling
      • Help Center
      • Logout
    • Integrations and File Imports
      • Acunetix
      • BlindSPOT
      • Burp Suite
      • Checkmarx
      • Core Impact
      • HCL AppScan
      • Invicti
      • Nessus
      • Nexpose
      • Nipper
      • Nmap (Assets)
      • Nmap Vulners NSE
      • Nodeware
      • NodeZero
      • OpenVAS
      • OWASP ZAP
      • Pentera
      • Qualys (VM Parser)
      • Qualys (Web App Scanner)
      • RapidFire
      • Scythe
      • Veracode
  • API Documentation
    • Overview
    • Concept Definitions
    • Getting Started
    • Retrieving Parameter IDs
    • Object Structures
      • Client Object
      • Report Object
      • Finding Object
      • Asset Object
      • Evidence Object
    • Use Cases
    • API Change Policy
      • API Change Log
    • Webhooks
      • Webhook Payload Structure
      • Verifying Sender Requests
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  • PlexTrac Modules
  • Tenant Management

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Product Documentation

Last updated 9 months ago

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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.

Visit the page for orientation and tips about using the site navigation, exporting pages to PDF, using search, and leaving page feedback.

PlexTrac Modules

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.

Click a box to learn about a module.

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.

Using This Site
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Dashboard

viewing assigned findings, reports, assessments, and priorities

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Clients

adding clients, adding assets, using short codes, exporting reports

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Schedule

set up and view engagements and manage resources for reports

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Assessments

managing assessments, creating questions, managing answer types

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Reports

creating reports, importing findings, exporting reports, affected assets

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Priorities

create priorities, link findings, link assets, manage scores and status

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Content Library

set up and manage NarrativesDB, WriteupsDB, and RunbooksDB

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Analytics

findings metrics, filters, assets metrics, runbooks metrics, trends & SLAs

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Runbooks

engagements, test plans, procedures, importing and exporting runbooks

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Tenant Administration

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User Profile Settings

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Authentication Methods

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Integrations and Imports

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Supported Applications

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API Documentation