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 that consider 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.

Licensed Permissions

An icon within the RBAC list identifies permissions that require a license.

For a tenancy, a license can be in different states:

1. A valid key: In this scenario, no banner message will appear.

2. 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 [e-mail].

   
3. More licenses needed: This scenario applies to situations where the number of licenses remaining is three or fewer, and the admin should contact [e-mail]. A banner appears when adding users or viewing a role within the Admin Dashboard.

   

   
4. No license key: This scenario could apply to a new instance, and the admin needs to contact [e-mail]. 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 application part.

Standard User

Click the Standard User box on the Security: Role Based Access page to view standard user permissions.

Analyst User

Analyst user permissions can be viewed by clicking the Analyst box on the Security: Role Based Access page.

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 the Clients module documentation.

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.