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.
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.
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.
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.
Last modified 1mo ago