Add Users

Follow these steps to add a user to a client in PlexTrac.

In addition to allowing users to be administered at the client level, PlexTrac also allows users to be administered at the tenant level. Users may be added to individual clients or to the default group to access all clients within a tenant.

Step 1: Navigate to the "Account Admin" section by clicking on your profile in the top right

Step 2: Click the "Authorization" tab

Step 3: Select the client for whom to grant the user(s) access

CAUTION: Users may be added to individual clients or to the Default Group. Any user added to the Default Group will get access to all clients within the tenant.

Step 4: Click the "Add/Authorize User" button

Step 5: Complete the form and click the "Authorize" button

NOTE: PlexTrac uses role-based access controls for users. There are three levels of access for users:

  1. Admin Users: All functionality for a client

  2. Standard (Tester) Users: Create reports and findings, track status

  3. Analyst Users: Track and update flaw status only

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