PlexTrac defines a client as a logical grouping used to segregate data. A client can mean any number of things for an organization.
For teams who operate outside of the organizations they consult, the client may be those who use their services. For teams who operate inside the organization or company, a client could be a project, a business unit, a region, or a program... any grouping that requires data to be siloed from other findings, reports, and assets.
The Clients module is available on from the main menu.
The home page lists all clients and provides the ability to add new clients, edit existing client information, view a client dashboard of findings status, view reports associated with a client, view assets associated with a client, delete a client, and customize the table view.
The table view on the Clients home page can be customized by clicking the column view icon to the right of the search bar.
Fields can be moved by dragging the bars up and down to change the sequence that they appear on the page.
The Name and Actions columns must always exist, but other columns can be removed from table view. Click Save when finished.
Click Next below to learn about the clients summary page.