Clients Components
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 the Client Summary page, which includes tabs for Reports, Findings, Assets, Details, and Statistics.
These tabs offer insights into the client's reports, findings, asset inventory, client-specific details, and finding metrics. By centralizing all client data in one place, PlexTrac ensures a cohesive and organized approach to client management.
Reports Tab
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.
Visit the Reports section of this site for documentation on creating, editing, importing, and exporting reports.
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.
Bulk Actions
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.
Configuring Table View
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.
Fields that are required do not have an X available.
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.
Findings Tab
This tab lists all the findings associated with a client via a report.
Visit the Findings section of this site for documentation on creating, editing, and importing findings.
Clicking a finding row pulls up 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 accessed directly for editing.
If a client has multiple reports with the same finding, the highest severity value among all occurrences will be displayed at the client level. However, at the report level, the finding will only have the severity value assigned for that specific report.
Bulk Actions
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.
Configuring Views
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.
Fields that are required do not have an X available.
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.
Assets Tab
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.
Visit adding assets to a client for more information on adding an asset to a report.
Bulk Actions
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 list of options available.
Configuring Table View
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.
Fields that are required do not have an X available.
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.
Details Tab
This tab provides an overview of the client for all published reports. The primary purpose of this overview is to provide a snapshot of the client's security posture and the progress made 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.
In addition to the status overview, this tab also provides various functionalities and options to manage the client's information and related activities.
If relevant, banner messaging for user license status appears in the "User Access" section on the Details tab. Visit the RBAC section for more information on licensing users.
Statistics Tab
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.
Priorities Tab
This tab provides a summary of all priorities associated with the client. The list displayed is based on whether the tenancy enables client-specific or tenant-level priorities.
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 Actions
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.
Configuring Table View
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.
Fields that are required do not have an X available.
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 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.
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