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 namespaces workflows by "Clients". For teams that operate outside the organizations they serve, "Clients" may semantically mean clients of their services or consulting firm. For teams that operate inside the organization they serve, "Client" may semantically mean projects or business units 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