Cyver Core offers a full Client portal, which will display your branding as uploaded in the first step of this tutorial. Clients can interact with your organization, communicate with Pentester Users, and request pentests.
1. Click “Clients” in the left-hand menu
2. Click “+ New Client”
3. Add Client Name and Client Number. Client Number can be from your existing invoicing or other client management system
4. Click the Client Name you’ve just added from the list.
5. Click "Users" in the Client Tab
6. Click “New User”
7. Add user information. The Client will receive an email with an invite to the portal when you hit “Save”. The new user will have a “Client” role in the system.
Client Information
When you create a Client Account, you create a Username, customer number, and add any information that you like to the account. The Client cannot see the Customer Number.
You can also choose to add information to the Client Account.
1. Click “Clients” in the left-hand menu
2. Click the Client you want to edit
3. Select, “Information” on the Client Tab
4. Click “Edit”
You can set:
- Business Name
- Website
- Address
- Contacts (e.g., main, compliance, technical, etc.) These roles are important for notifications.
Once the client logs in, they can update this data at any time. They cannot update their client number.
Information – The “Information” tab can be edited by you or anyone with permissions from the Client side. Here, you can add and edit the company name, contacts, and address. Contacts are automatically imported into reports and may receive notifications to email addresses. Pentesters and Clients can update this tab.
Pentests – The “Pentests” tab shows all (past, present, scheduled) pentests for the client. Pentesters or the Client can request a Pentest.
Assets – Assets include websites, applications, networks, etc., which are automatically imported into Pentest requests to set project scope.
For ongoing client management (editing, deleting, or deactivating users), please refer to our Client Management guide.