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Client Management

Clients can be managed from the Cyver Core Client dashboard and from the Client's menu. You can edit permissions, information, logos, and other details at any time. 

If you're looking for how to onboard clients to the Cyver Portal, click here. 

Edit Client Information 

You can also choose to add information to the Client Account. 

1. Click Clients in the menu 

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2. Select the Client you want to edit  

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3. Select Information from the Client Menu

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4. Click Edit 

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You can set:  

  • Business Name 
  • Website  
  • Address 
  • VAT/Tax number 
  • Client Logo

Edit Company Contacts 

Company contacts are used to determine who receives notifications, who's responsible for receiving proposals, etc. 

From the edit menu, select: 

  • Main Contact / Account Owner
  • Compliance Contact (receives compliance notifications)
  • Technical Contact 
  • Financial Contact (receives invoice and billing notifications) 

Depending on settings, the client can update this data at any time. They cannot update their Client Number. 

Don't forget to save! 

Managing Clients 

You can update, change an account, or cancel client projects at any time from an Admin account.  

Create Client 

1. Click + New Client

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2. Fill in the Client name and User number  

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3. Set status. You can have New, Active, or Inactive 

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4. Add labels to more easily search and filter this client

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5. Assign a default team to work on this client's projects 

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6. Assign an account manager to manage this client, their pentest requests, and billing if you're using the Quote add-on.

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7. Click Custom Fields in the menu to add any custom fields you have already set up

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8. Click Save and confirm your choice

Open the new Client from the list and edit any other details you’d like.  

Click here for more on setting up Client accounts.  

Delete Client: 

From the Client dashboard: 

1. Select ... from the Actions column

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2. Click Delete

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3. Confirm your choice. This cannot be undone

From the Client Menu

1. Select the client you'd like to delete

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2. Click Actions

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3. Click Delete

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4. Confirm your choice. This cannot be undone 

Edit Client Users 

Start by selecting the client you'd like to update

1. Click Users in the client menu

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2. Click + New User 

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3. Add data. You can set name, email, roles, function, contact information, activation settings, and immediately add the contact to a team. 

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4. The user can update their data at any time. However, the user will always be linked to this client. 

 

Deactivate Users 

Go to the User tab on the Client menu:

1. Click ... under the Actions column 

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2. Select Edit 

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3. Uncheck Active 

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4. Click Save 

Deactivating a user means they cannot log into their account and will not be able to view or access the Cyver portal. 

Add and Edit Client Teams

You can add, edit, and manage client teams to control notifications, work assignments, and asset ownership. Learn more here. 

Add Client Assets 

Go to the relevant client from the Client menu. Then:

1. Select Assets from the Client menu 

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2. Click + New Asset

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3. Add a searchable title and description

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4. Add relevant details:

  • Asset type
  • URL/Environment/Repository
  • IP/Location/Commit
  • Port
  • Host Name
  • Vendor
  • product
  • Version
  • Technology
  • Pentesting Frequency
  • Labels (For internal search and filtering) 

6. Save 

Clients can add or update their Assets at any time.

Update Client Portal Settings 

You can update the client portal settings at any time. Learn how here. 



 

 



 

 



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