The Layouts section under "Customizations” in the Admin Dashboard provides the ability to configure and customize the experience of creating a finding.

Multiple layouts allow admins to tailor the finding creation process according to their needs and requirements. Each layout can be designed to capture different findings or accommodate different workflows. For example, a tenant might have different layouts for web application vulnerabilities, network vulnerabilities, or compliance-related issues.

By customizing the layouts, admins can ensure that teams provide consistent and relevant information while creating findings. This can improve report creation by ensuring a standardized approach to documenting security issues.

Creating a Layout

Step 1: Click Layouts in the Admin Dashboard under "Customizations."

Step 2: Click New Findings Layout.

Step 3: Confirm if starting from the default layout or leveraging another. Select the layout from the pulldown menu if starting from a custom layout. Click Create.

Step 4: A new page appears with two tabs: Finding fields and Custom fields.

Enter a unique and descriptive name for the layout in the "Findings layout name" box, as this value will be provided to users when selecting the layout for a report.

Step 5: Arrange the fields to create the desired layout.

Click + in the left column to add any field to the layout. Click X in the right column to remove a field from the layout.

Step 6: Make any optional fields required by toggling the button for that field to the right so the purple checkmark appears.

Step 7: Arrange the fields in the desired order by clicking the row with the cursor and dragging the box to the desired sequence of existing fields.

Step 8: If applicable, add custom fields by clicking the Custom fields tab, then clicking Add custom field.

Step 9: Enter desired values in the provided boxes.

1. Key: A required value used to reference this field. This must be a unique value.

2. Label: A required value used for the field title and visible elsewhere in the platform.

3. Value: An optional RTF to capture the field value and provide any additional content to help the user with context and data acquisition.

Step 10: Click Add custom field to repeat the process.

Step 11: Click Save layout when finished.

A message will appear confirming the layout was created. The new layout will appear in the list for future editing and is now available for assignment to a report.

Assigning a Layout

After a layout is created, it must be assigned to a report to be leveraged. When creating a new report, this association is set by selecting the desired layout in the pulldown menu under the "Findings Layout" of the Create New Report modal.

Layouts can also be added to existing reports by going to the Details tab of the report, selecting the layout from the pulldown menu under "Findings Layout," and clicking Save.

Only one layout can be assigned to a report.

Custom Fields

Any custom fields added to the layout are available to the user at the bottom of the Finding Details tab of the finding.

If a custom field was added to an assigned layout after a finding was added to a report, the additional custom field is available for data input within a finding by clicking Add Fields From Template.

Editing a Layout

Step 1: Click Layouts in the Admin Dashboard under "Customizations."

Step 2: Click Edit of the layout to revise.

Step 3: Make desired changes and click Save layout.

Deleting a Layout

Step 1: Click Layouts in the Admin Dashboard under "Customizations."

Step 2: Click Delete of the layout to revise.

Step 3: A message will appear confirming the action. Click Delete Layout.

A notification message will appear confirming the deletion of the layout.

In Customizations, admins can personalize various aspects of the PlexTrac platform to meet their needs. They can manage finding layouts, customize report templates, set dark mode, and configure theme colors, allowing them to create a customized experience within the platform.

Customizations include the following sections:

The Templates button under "Customizations" in the Admin Dashboard allows users to create and configure report templates, export templates, and create style guides.

• Report templates: Defines the report layout that may include narrative sections and custom fields.

• Export templates: Ability to manage templates for exporting reports from PlexTrac.

• Style guides: Defines the styles and presentation when exporting Jinja reports to Word.

PlexTrac allows the uploading of templates to provide flexibility in exporting reports in a custom format and style.

Template Types

PlexTrac allows export templates to be uploaded in .doc (for Word documents) or .j2 (for PDF documents) format.

Jinja is a template engine that dynamically generates text-based documents by defining Word templates with placeholders for dynamic content. PlexTrac provides Jinja Word templates to match the branding and styling of an export organization.

PlexTrac provides default templates for exporting to PDF and Word.

Creating an Export Template

Step 1: From the Admin Dashboard, click Templates under "Customizations."

Step 2: Click the Export templates tab.

Step 3: Click Create export template.

Step 4: Drag a .docx or .j2 file to the box provided or click the box in the model to find the file to upload to the computer.

Step 5: Select a style guide to associate with the export template if applicable.

Step 5: Click Upload.

The new template appears in the table.

Downloading an Export Template

Export templates can be downloaded by clicking Download under the "Actions" column.

The file will download to your local system.

Deleting an Export Template

Export templates can be deleted by clicking Delete under the "Actions" column.

A dialog box will appear confirming the action. Click Delete to complete the task.

A style guide helps content creators and publishers maintain consistency in their content presentation. It provides guidelines on spelling, grammar, punctuation, capitalization, formatting, and other elements of written communication.

The purpose of the style guides is to provide the ability to overwrite the default PlexTrac formatting during the report export process. The style guides only apply to Jinja templates exported to Word (.doc). Style guides do not impact rich-text fields.

PlexTrac provides a default template that can be configured, leveraged, or cloned to create other style guides. There is no limit to the number of style guides.

Overview

The style guide consists of four tabs/sections:

• Code blocks

• Images

• Tables

• Hyperlinks

Code Blocks

This tab defines the code block experience, including style, prefix, font, font size, font color, background color, border color, width, content alignment, and padding.

Images

This tab defines the image experience, including caption font and prefix, border style, image width and alignment, and padding.

The options to add a border color and width only appear when a border style is selected. If the border style value is "None," color and width options are hidden.

Tables

This tab defines the table experience, including caption font and prefix, and the table justification within the content.

Hyperlinks

This tab defines the font color of links.

Step 1: Click the box.

Step 2: Choose the desired color by clicking in the color box, dragging the circle to the desired color, or entering the hex color code in the provided box.

Step 3: Click X to remove the overlay.

Creating a Style Guide

Step 1: From the Admin Dashboard, click Templates under "Customizations," then click the Style guides tab. Click Create style guide.

Step 2: Select if starting from the default style guide provided by PlexTrac or an existing style guide. Click Create.

Step 3: Enter a name for the new style guide.

Step 4: Configure the style guide to the desired experience by navigating between the four tabs. Click Create style guide when finished.

Associating the Style Guide

A style guide must be associated with an export template to be leveraged. The export template is then associated with a report template, which is then associated with a report. The instructions below assume all files (style guide, export template, report template, and report) exist.

Step 1: From the Admin Dashboard, click Templates under "Customizations," then click the Export templates tab and find the desired export template to associate with the style guide.

Step 2: Under the "Style Guide" column of the table of the export template, select the desired style guide from the pulldown menu.

Any report templates associated with this export template will now leverage the style guide. If no report templates are associated with this export template, continue with Step 3.

Step 3: Click the Report templates tab.

Step 4: Click Edit from the "Actions" column.

Step 5: From the pulldown menu under "Export template," select the export template from Step 1. Click Save.

Any reports associated with this report template will now leverage the style guide when exported. If no reports are associated with this report template, continue with Step 6.

Step 6: Click the Reports module from the left navigation bar. Click the row of the impacted report.

Step 7: Click the Details tab.

Step 8: Go to the "Report Template" field and select the report template in the pulldown menu from Step 4. Click Save.

The next time this report is exported (assuming it is a Jinja template), it will reflect the configuration of the associated style guide from Step 2.

A report template is a pre-defined structure and format for creating reports. It may include narrative sections and custom fields, as well as the ability to select an export template.

Report templates save time and ensure consistency in the formatting and presentation of reports within an organization. They save time by pre-populating report sections, such as the introduction, methodology, or threat model. Linking to a custom export template ensures an exported file is branded and structured in the desired reporting methodology.

Creating a Report Template

Step 1: Click New report template.

Step 2: Enter a template name and select a default export template from the pulldown menu, if applicable (i.e., a Jinja template).

Step 3: Add any custom fields or narrative sections by clicking the appropriate buttons and entering the required information.

Step 4: Click Create.

The template will appear in the list on the Report templates tab.

Previewing a Report Template

Report templates can be previewed by clicking Preview under the "Actions" column.

The preview will show any text entered in the narrative section when the template was created. It does not display template custom fields.

Editing a Report Template

Report templates can be edited by clicking Edit under the "Actions" column.

This will launch a modal, allowing the entire template to be modified. Click Save when finished.

Deleting a Report Template

Report templates can be deleted by clicking Delete under the "Actions" column.

A box will appear confirming the action. Click Delete.

The Theme button under "Customizations" in the Admin Dashboard provides configuration of the UI for a tenant.

To change the colors used for the background, text, etc., click the color palette next to the topic to change, adjust the color accordingly with the color modal, click the "x" at the top right of the modal to close it, and click Update Theme.

Changes can be made for Light or Dark mode by using the toggle at the top to change modes before making a color change.