Create Client

Follow these steps to create a new client in PlexTrac.

PlexTrac is designed to be a robust platform for red and blue teams that operate both inside and outside the organization they serve.

PlexTrac defines "Client" as defined grouping used to segregate findings data on our system. "Clients" can mean any number of things for your organization, for example with teams that operate outside the organizations they serve, "Clients" may correspond to the specific clients of their services or consulting firm. For teams that operate inside the organization they serve, "Clients" can correspond to projects, business units, or regions for which they are responsible.

Step 1: Navigate to the "Clients" view

Step 2: Click the "New Client" Button

Step 3: Complete the form and click the "Submit" button