Dashboard
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The Dashboard is a centralized hub where users can view relevant information in a single location. It is accessed by clicking Dashboard in the application's main menu.
The Dashboard provides information regarding reports, assets, and findings based on a user's role, permission settings, and access to published reports.
Information can be filtered by selecting the client from the pulldown menu.
Clicking data points within the graphs and charts will open a side drawer with further information about the findings and assets referenced in the data.
This page displays assignments as users receive them and a list of recently accessed reports.
The My Work page is accessed by clicking the icon found at the top right of the page.
Once a report is viewed, a box will appear at the top of the page. This box displays the report's title, status, client, and the number of findings and assets. Clicking the box opens the report.
Assignments are grouped by type.
My findings
My reports
My assessments
My priorities
Assignments result from associations made from multiple areas of PlexTrac, such as being identified as a report operator, an assignee of a finding, or a reviewer of an assessment.
Click a tab for more information about each topic assignment, including the assigned role for the report or assessment.
The columns displayed in the table view of each assignment tab can be added or removed by clicking the column icon on the right of the page.
Once clicked, a modal appears that lists all fields that exist for that box.
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 that appears on the far left of the relevant box.
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.
Each topic has its list of fields and must be customized separately.
Messages received within PlexTrac are stored on the Notifications page.
This page is accessed by clicking the bell icon at the top of any PlexTrac page next to the user name and then clicking View All.
When new notifications exist, the bell will have a red outline.
Clicking the bell will provide a list of unread notifications. Clicking a notification directly will send the user to the page that prompted it, and the notification will be set to the "Read" status.
