Role Based Access (RBAC)
The Role Based Access (RBAC) button under "Security" in the Admin Dashboard gives administrators granular control over permissions within PlexTrac, such as actions allowed for a specific user, permissions for customers, access to client data, and report access that restricts viewing sensitive data.
PlexTrac applies roles considering the tenant (instance) and client. This enables teams to grant users the privileges required to accomplish tasks for specific clients.
A user’s tenant role governs what portions of the platform they can access, including the modules, tools, and UI elements presented for use. A user’s permissions can be further scoped in the context of individual clients. Users must have a role in the context of each client.
PlexTrac has three default roles: Administrator, Standard User, and Analyst.
RBAC List
The Security: Role Based Access page includes permission settings on the following topics, which themselves may have additional subtopics allowing for further refinement:
Administration Permissions
Administration Access
Account Information
Custom Templates
Email Settings
General Settings
Integration Settings
Parser Actions
License Management
Security
Style Guides
Tags Management
Analytics Permissions
Analytics Access
Assessments Permissions
Assessment Questionnaires Management
Assessments Access
Assessment Reviewers
Client Permissions
Client Access
Client Asset Management
Client Management
Reports Permissions
Report Access
Report Artifacts
Report Findings
Report Procedures
Runbooks Permissions
Runbooks Access
Runbooks Methodologies
Runbooks Procedures
Runbooks Tactics
Runbooks Techniques
Runbooks Engagements
Runbooks Testplans
Customizations
Customizations Access
Content Library Permissions
NarrativesDB
WriteupsDB
RunbooksDB
Priorities Permissions
Priorities
Licensed Permissions
An icon within the RBAC list identifies permissions that require a license.
For a tenancy, a license can be in different states:
A valid key: In this scenario, no banner message will appear.
An invalid license key: In this scenario, a banner appears (when adding users or viewing a role within the Admin Dashboard), and the admin needs to contact licensing@plextrac.com.
More licenses needed: This scenario applies to situations where the number of licenses remaining is three or fewer, and the admin should contact licensing@plextrac.com. A banner appears when adding users or viewing a role within the Admin Dashboard.
No license key: This scenario could apply to a new instance, and the admin needs to contact licensing@plextrac.com. No banner message is provided.
Tenant Permissions
Platform-wide permissions include access to specific modules (WriteupsDB, Assessments, etc.), the Account Admin section, platform settings, and user management. These permissions are specific to platform access and assigned in the Role Based Access area of the Admin Dashboard.
Users may be assigned to more than one role. Tenant permissions are additive. Adding users to a less-privileged role does not remove other roles or restrict permissions.
Within a tenancy, the following business rules apply:
Administrator: A tenant administrator can access all tools, modules, and UI elements on the platform (all aspects of the Admin Dashboard).
Standard User: A standard user can access all modules and UI elements outside the Admin Dashboard.
Analyst: An analyst user cannot access the Content Library or Runbooks modules. Additionally, most UI elements that provide create or edit capabilities are unavailable.
Administrator
Admin user permissions can be viewed by clicking the Administrator box on the Security: Role Based Access page.
An administrator is PlexTrac's highest permission role, and admins have complete control and access over every part of the application.
Standard User
Click the Standard User box on the Security: Role Based Access page to view standard user permissions.
The differences between Standard User and Administrator roles:
No access to Administration Access
No access to Account information
No access to Custom Templates
No access to Email Settings
No access to General Settings
No access to Integration Settings
No access to Parser Actions
No access to License Management
No access to Security
No access to Style Guides
No access to Tags Management
View only permissions for client users (cannot create or delete client users)
View only permissions on Customizations (cannot credit, edit, or remove)
Cannot manage repositories in the Content Library
View only ability on Priorities (cannot create, delete or edit)
View only ability on priority scoring equations (cannot create, delete, or edit)
Analyst User
Analyst user permissions can be viewed by clicking the Analyst box on the Security: Role Based Access page.
Analysts have the same restrictions as Standard Users, plus the following:
View only permissions for assessment questionnaires
Cannot delete assessments
Cannot add or remove reviewers from assessments
Cannot create or delete clients
Can only view client assets (cannot create, import, delete or edit assets)
Cannot manage client users
Can only view or export reports
Can only update or view report findings
Cannot access report procedures
Can only view runbook engagements (no access to other sections of runbooks)
Cannot access Content Library
Client Permissions
Client-based permissions are specific to using and accessing Clients, Reports, and Findings. These permissions are assigned on a client level, and more information can be found by visiting Add User to Client.
The role assigned to a user at the client level sets the client, reports, and findings permissions for that client.
In the context of a client, the following business rules apply:
Administrator: A client administrator can edit any data associated with the client, such as the client record, assets, and reports, and manage access of client users.
Standard User: A standard user can edit any data associated with the client, such as the client record, assets and reports.
Analyst: An analyst user can view client assets and related data, reports in published status, upload and delete artifacts in reports, and change the remediation status of findings.
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