LogoLogo
API DocumentationIntegrationsPlexTrac.com
  • Product Documentation
    • Using This Site
    • Security Advisories
    • Deployment and Maintenance Policy
    • Supported Applications
  • PlexTrac Modules
    • Dashboard
    • Clients
      • Clients Components
      • Creating a Client
      • Managing Clients
      • Managing Client Users
      • Adding Assets to a Client
      • Managing Assets
    • Schedule
      • Schedule Components
      • Creating an Engagement
      • Requesting an Engagement
      • Managing Engagements
      • Engagement Status
    • Assessments
      • Assessment Components
      • Managing Questionnaires
      • Starting an Assessment
      • Taking an Assessment
      • Reviewing an Assessment
      • Submitting an Assessment
    • Reports
      • Report Components
      • Creating a Report
      • Adding from NarrativesDB
      • Editing a Report
      • Using Short Codes in Reports
      • Findings
        • Creating a Finding
        • Collaborative Editing
        • Importing Findings from a File
        • CSV Findings Templates
          • Using Report Findings CSV Template
        • Importing Findings via an Integration
        • Importing Findings from WriteupsDB
        • Finding Status
        • Creating Jira Tickets
        • CVSS Scoring
        • Affected Assets
      • Importing a Report
      • Exporting a Report
    • Priorities
      • Priorities Components
      • Creating a Priority
      • Linking Findings and Assets
      • Managing Priorities
      • Priorities Metrics
    • Content Library
      • Types of Repositories
      • NarrativesDB
        • NarrativesDB Home Page
        • Managing Repositories
        • Managing Users
        • Creating a Repository
        • Managing Sections
        • Creating a Section
      • WriteupsDB
        • WriteupsDB Home Page
        • Managing Repositories
        • Managing Users
        • Creating a Repository
        • Creating a Writeup
        • Copying a Writeup
        • Adding to a Report
        • Importing via CSV Template
      • RunbooksDB
        • RunbooksDB Home Page
        • Managing Repositories
        • Managing Users
        • Creating a Repository
        • Creating a Procedure
        • Creating a Technique
        • Creating a Tactic
        • Creating a Methodology
    • Analytics
      • Findings
      • Assets
      • Runbooks
      • Trends & SLAs
    • Runbooks
      • Managing Engagements
        • Starting an Engagement
        • Submitting an Engagement
      • Managing Test Plans
        • Creating a Test Plan
        • Exporting a Test Plan
  • Tenant Management
    • Account Management
      • Profile (Personal Settings)
        • Managing User Profile
        • Managing Password
        • Setting Up Two-Factor Authentication
      • Account Admin
        • Tenant Settings
          • Account Information
          • General Settings
          • Email Settings
          • Tags Settings
          • Service-Level Agreements (SLAs)
          • Short Codes
        • Customizations
          • Layouts
          • Templates
            • Report Templates
            • Export Templates
            • Style Guides
          • Theme
        • Automations
          • Risk Scoring
            • Creating Equations
            • Managing Priority Equations
          • Parser Actions
        • Integrations & Webhooks
          • Integrations (API)
            • Cobalt
            • Edgescan
            • HackerOne
            • Jira
            • ServiceNow
            • Tenable Vulnerability Management
            • Tenable Security Center
          • Webhooks
        • Security & User Management
          • Audit Log
          • Security
            • Authentication Methods
              • OAuth/OpenID Setup
                • Microsoft Entra ID
                • Google OAuth
                • Okta
                • OpenID Connect
              • SAML Setup
            • General Authentication Settings
            • Authorization
            • Role Based Access (RBAC)
              • Custom Roles
            • Classification Tiers
          • Users
            • Adding Users
            • Managing Users
        • Licensing
          • Licensing
          • Priorities
          • Plex AI
            • Using AI
        • White Labeling
      • Help Center
      • Logout
    • Integrations and File Imports
      • Acunetix
      • BlindSPOT
      • Burp Suite
      • Checkmarx
      • Core Impact
      • HCL AppScan
      • Invicti
      • Nessus
      • Nexpose
      • Nipper
      • Nmap (Assets)
      • Nmap Vulners NSE
      • Nodeware
      • NodeZero
      • OpenVAS
      • OWASP ZAP
      • Pentera
      • Qualys (VM Parser)
      • Qualys (Web App Scanner)
      • RapidFire
      • Scythe
      • Veracode
  • API Documentation
    • Overview
    • Concept Definitions
    • Getting Started
    • Retrieving Parameter IDs
    • Object Structures
      • Client Object
      • Report Object
      • Finding Object
      • Asset Object
      • Evidence Object
    • Use Cases
    • API Change Policy
      • API Change Log
    • Webhooks
      • Webhook Payload Structure
      • Verifying Sender Requests
Powered by GitBook

Resources

  • Privacy Policy
  • Terms of Use
  • Vulnerability Policy

© 2025 PlexTrac, Inc. All rights reserved.

On this page
  • Licensing
  • Adding Users to a Client
  • Deleting a User
  • Changing User Roles
  • Changing User Classification Level

Was this helpful?

Export as PDF
  1. PlexTrac Modules
  2. Clients

Managing Client Users

PreviousManaging ClientsNextAdding Assets to a Client

Last updated 2 months ago

Was this helpful?

PlexTrac offers role-based access controls (RBAC) at the client level. RBAC allows teams to efficiently manage user privileges and permissions based on specific client requirements, enabling effective collaboration and task accomplishment.

Within PlexTrac, three default levels of access exist that can be assigned to users based on their responsibilities:

  1. Administrator: An Administrator has the highest access level within PlexTrac. They possess extensive privileges and can perform various tasks, including creating reports, adding findings, tracking status, managing users, configuring settings, and accessing all areas of the platform related to the client.

  2. Standard User: A Standard User plays a crucial role in managing and documenting client activities. They can create reports, add findings, and track the status of ongoing projects. This level of access allows Standard Users to contribute actively, collaborate with other team members, and provide valuable insights throughout the process.

  3. Analyst: An Analyst is a user with a more limited role. Their primary responsibility is to track and update the status of identified vulnerabilities. While they may not have the authority to create reports or add findings, their role is essential in ensuring the accurate documentation and timely resolution of identified issues. Analysts can provide real-time updates on the progress of vulnerability mitigation efforts, making it easier for the broader team to stay informed and take necessary actions.

These default access levels ensure each team member has the appropriate privileges and responsibilities aligned with their role and contribution to the client's initiatives. By assigning specific access levels, teams can streamline workflows, maintain data integrity, and improve overall efficiency in managing and securing client environments.

The provides more information on default roles, permissions throughout the platform, and user licensing.

Licensing

An icon will appear at the end of the role title when adding a user to a licensed role, regardless of the number of licenses available.

Any messaging regarding user licenses will appear as a banner on the "Authorize Client Users" modal.

Adding Users to a Client

Step 1: From the Clients module home page, click View under the "Actions" menu for the impacted client.

Step 2: Scroll to the "User access" section and click Add/Authorize User.

Step 3: Select the user to add from the "User" field pulldown menu.

Only existing users in the tenancy who are not authorized for the client appear in the pulldown menu.

After adding a user, the "Role" and "Classification" fields will be automatically filled in but can be changed.

Step 4: Click Add User to add additional users (if applicable). Click Save when finished.

Deleting a User

Step 1: From the Clients module home page, click View under the "Actions" menu for the impacted client.

Step 2: Scroll down to the "User Access" section and click Revoke under the "Actions" column in the user's row to remove access permissions.

Step 3: A dialog box will appear confirming the action. Click Revoke.

Changing User Roles

Step 1: From the Clients module home page, click View under the "Actions" menu for the impacted client.

Step 2: Under the "User Access" section, select the new role from the pulldown menu in the "Role" column for the user.

The change is immediate. A dialog box will appear at the bottom left of the screen confirming the change.

Changing User Classification Level

Step 1: From the Clients module home page, click View under the "Actions" menu for the impacted client.

Step 2: Scroll down to the "User Access" section and click the pulldown menu under the "Classification Level" column of the user impacted.

Step 3: Select the new classification level.

The change is immediate. A dialog box confirming the change will appear at the bottom left of the screen.

Visit the for information on the various messaging related to licensed users and their relationship to permissions.

RBAC page
RBAC page