Client Portal Settings

Client Portal settings are managed from Administration > Settings > Client Portal. These settings apply to every company using the portal.

Enable the portal

Turn on Enable Client Portal to allow client users to sign in and access published reports.

Enable Team Comments lets client managers and administrators discuss findings privately with other members of their portal team.

Allow Retesting Requests lets clients move a finding to Ready for Retest. The assigned pentesters are notified when a retest is requested.

Report visibility

The On status change option publishes a report when it reaches the selected status. Use Publish when status reaches to choose the status that makes the report available.

Select Real-time if clients should see reports immediately. Findings will appear in the portal as they are added to the report.

Client notifications

Email notifications can be sent when a report is published, when a retest is completed, or when a report is marked as completed. Each notification can be enabled separately.

Portal branding

Add your company name, primary color, and logo to customize the portal shown to clients. Logos can be uploaded as PNG, JPG, SVG, or WebP files up to 5 MB.

Download formats

Choose which report formats clients can download from the portal. PDF provides the archived report, while XLSX and CSV contain the report findings. DOCX provides an editable Word document.

PDF, XLSX, and CSV are enabled by default. Enable DOCX if clients should also receive an editable version of the report.

Click Save Changes after updating the Client Portal settings.