This quick start guide is intended to provide blue teams the critical knowledge needed to begin using PlexTrac effectively.
Create Client - Assessments and Findings are associated with clients, which means the first step to get started with PlexTrac is to create a client.
Take Assessment - With a client created, an assessment can be taken and associate with the respective client.
Create Assessment - Additional assessments may be created and used for internal or external purposes, such as vendor risk management.
Create Status Update - Findings from assessments can be monitored and managed in PlexTrac, including status updates between team members.
Assign Finding to User - Findings from assessments may be assigned to users so they can effectively manage remediation of findings for which they are responsible.
Track Findings - PlexTrac's real-time analytics module allows findings to be tracked over time in aggregate or filtered by certain criteria.
Export Analytics Report - Analytics reports may be exported to PDF format to include in briefings or presentations to executives and other stakeholders.
Add Users - Once comfortable with the key capabilities of PlexTrac, the next step is to invite other users with whom to collaborate.
After completing this quick start guide, we recommend exploring the complete product documentation to become a power user and get maximum value out of PlexTrac.