Manage Your Clients (for Consultant subscriptions)

As a consultant, you have the ability to separately manage your clients. Add or edit client details, launch scans, launch reports, and so on.

Note that the Clients option is only visible in subscriptions with a Consultant service level.

 

Add your clients

From VM or PC/SCA, go to Clients > New > Client.

New Client menu option on Clients tab

Provide the following details for your client: Client Information, Business Information, Comments.

Click Save and your client gets added.

Client information in New Client window

 

Launch scans for your client

Go to Scans > Scans > New Scan. For a vulnerability scan you'll start in VM. For a compliance scan you'll start in PC/SCA.

Choose the client you want to scan. All the clients that you've added are auto-populated. Choose other scan settings like the scan target and option profile. Then click Launch.

Client option in Launch Vulnerability Scan window

 

Create reports for your client

Go to Reports > Reports > New > Consultant Report.

Choose the client from the drop-down. Provide other details needed for the report and launch the report.

Clients option in New Consultant Report window