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Managing Client Users

PlexTrac allows for role-based access controls at the client level. This enables teams to grant users the privileges required to accomplish tasks for specific clients.
Three default levels of access exist:
  • Administrator: A user with access to all functionality for a client.
  • Standard User: A user who creates reports, adds findings, tracks status.
  • Analyst: A user who tracks and updates flaw status only.

Adding Users

Step 1: Go to the Details tab of the client.
Step 2: Scroll down to the USER ACCESS section and click Add/Authorize User.
Step 3: Enter the values into the fields provided by the modal. Click Add User to repeat. Click Save when finished.

Deleting a User

Step 1: Go to the Details tab of the client.
Step 2: Scroll down to the USER ACCESS section and click Revoke next to the user to delete.
Step 3: A dialog box will appear confirming action. Click Revoke.

Changing User Roles

Step 1: Go to the Details tab of the client.
Step 2: Scroll down to the USER ACCESS section and click the pulldown menu under the "Role" column of the user impacted.
Step 3: Select the new role.
The change is immediate. A dialog box will appear at the bottom left of the screen confirming the change.
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