Clients Components
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PlexTrac offers easy access to detailed client information. By clicking on a client's row from the Clients module home page, the user is directed to a summary page, which includes tabs for Reports, Findings, Assets, Procedures, Details, Statistics, and Priorities.
These tabs offer insights into the client's reports, findings, asset inventory, client-specific details, and finding metrics. PlexTrac ensures a cohesive and organized approach to client management by centralizing all client data in one place.
This tab lists all the reports associated with a client. It can also be reached by clicking Reports under the "Actions" column from the Client home page.
This tab displays the report title, status, classification, creation date, and finding count. It allows direct access to the Report Readout page and associated findings. Click one of the rows for more information about a specific report.
When editing multiple reports, PlexTrac offers bulk action capabilities. Bulk actions provide several advantages, including time-saving and increased efficiency by processing numerous items simultaneously.
Click Actions to see the list of options for reports.
The table view 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 represents the sequence of fields provided in the table, meaning the bar on top will be the column on the table's far left.
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.
This tab lists all the findings associated with a client via a report.
Clicking a finding row opens a side drawer and the findings detail view. From this view, a finding status can be edited by clicking the status value, and affected assets can be viewed and edited directly.
Bulk action options appear after one or more findings are selected by clicking the checkbox to the far left of the Finding Title field or by clicking the box next to the column header.
Click Actions to see the list of options available.
The table view can be customized by clicking the column view icon to the right of the search bar.
This tab lists all the assets associated with a client and the ability to view the asset, edit the asset properties, add any notes, or delete the asset.
Bulk action options appear after selecting one or more assets by clicking the checkbox to the far left of the Assets field or by clicking the box next to the column header.
Click Actions to see the options available, such as linking to a priority or adding tags.
The table view can be customized by clicking the column view icon to the right of the search bar.
This tab streamlines the creation and management of procedures within reports, offering a view of all procedures and tactics associated with a client.
The table view can be customized by clicking the column view icon to the right of the search bar.
This tab provides an overview of the client for all published reports. Its primary purpose is to provide a snapshot of the client's security posture and progress in addressing the identified issues. It is a centralized dashboard where users can quickly assess the client's status at a glance, enabling efficient monitoring and decision-making.
This tab offers a snapshot of a client's findings based on severity and status for all published reports.
By organizing findings by severity and status, users can quickly identify the number of open or unresolved findings that require attention and follow-up actions.
It can be determined whether a priority applies to all clients or a specific one based on the "Client" column value. If a priority applies to all clients, an "All clients" value is displayed. If it is client-specific, the client's name will appear instead.
The priority can be accessed directly by clicking on its title or row.
Bulk action options appear after one or more priorities are selected by clicking the checkbox to the far left of the Priority field or by clicking the box next to the column header.
Once available, click on Actions to see the list of options.
The table view can be customized by clicking the column view icon to the right of the search bar.
Visit the of this site for documentation on creating, editing, and importing findings.
for more information on adding an asset to a report.
Clicking on Edit Client Information offers options for managing the client's logo, name, point of contact, description, tags, and the ability to add custom fields. It is also where , roles, and classification levels are managed.
This tab summarizes all client priorities. The list displayed depends on whether the .
