LogoLogo
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
Powered by GitBook

Resources

  • Privacy Policy
  • Terms of Use
  • Vulnerability Policy

© 2025 PlexTrac, Inc. All rights reserved.

On this page

Was this helpful?

Export as PDF
  1. Tenant Management
  2. Account Management

Account Admin

PreviousSetting Up Two-Factor AuthenticationNextTenant Settings

Last updated 1 month ago

Was this helpful?

The Admin Dashboard is reached by clicking the user name in the upper right of the page and then clicking Account Admin.

The Admin Dashboard includes the following sections:

Cover

Tenant Settings

answer types, email templates, tags, SLAs, finding sub-statuses, short codes

Cover

Customizations

findings layouts, report templates, export templates, dark mode, theme color configuration

Cover

Automations

configuration of contextual scoring and score equations for the Priorities module, parser actions

Cover

Integrations & Webhooks

integration set up and configuration for third-party solutions, filed mappings where applicable, webhook configuration

Cover

Security & User Management

authentication setup, RBAC, manage users, passwords, classification tiers, and audit logging for the platform

Cover

Licensing

license key entry, log of tenant licenses for modules and integrations, configure priority association at tenant or client level

Cover

White Labeling

menu item and white labeling, core platform white labeling