Clients

In the Clients module, users can group and categorize data as needed. This helps manage confidentiality, integrity, and availability effectively while enhancing collaboration and catering to individual client needs.

Users access the module by clicking Clients in the application's main menu.

Overview

PlexTrac defines a client as a logical grouping utilized to segregate data. The term holds various meanings within different organizations, depending on the context in which it is used.

For teams external to the consulting organization, the term "client" typically refers to the individuals or entities that utilize their services. These clients may include businesses, government agencies, or other organizations that engage the consulting team to assess their cybersecurity posture, conduct vulnerability assessments, or provide related services. For these external teams, the client represents the entity they work for and to whom they deliver their expertise.

For teams operating within the boundaries of an organization or company, a client could refer to a specific project, a business unit, a regional office, or a program within the organization. Defining a client in this manner facilitates segregating data, findings, reports, and assets, ensuring that information is appropriately isolated within the relevant groupings.

By organizing data according to different clients, teams can manage and maintain confidentiality, integrity, and information availability. This approach allows for more collaboration and reporting within specific client-based units, prevents data overlap and ensures that each client's unique requirements and concerns are adequately addressed.

The Clients module home page displays all clients in a tenancy.

The table view is highly customizable, allowing users to select which columns are displayed to suit their specific needs. For a deeper dive into individual client details, clicking "View" under the "Actions" column navigates directly to the "Details" tab of the Client Summary page.

Similarly, clicking "Reports" provides a quick link to all reports related to a specific client. This directs users to the "Reports" tab of the Client Summary page. To review the assets linked to a client, select "View Assets," which takes users to the "Assets" tab. Finally, the interface also allows the deletion of a client.

Configuring 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.

Once clicked, a modal appears that lists all fields.

To remove a column, click X within the bar.

When fields are removed, an "Add Column" pulldown menu is added at the bottom left of the modal to store the field. Any removed fields can be added later by clicking Add Column and selecting the field to add.

This modal also represents the sequence of fields provided in the table, meaning the bar at the top is the column that appears on the far left of the relevant box.

The order of columns can be adjusted within this modal by clicking the six dots on the left of the bar for a field and dragging the bar to the desired sequence place.

Click Save when finished.