Managing Clients
How to create, edit, and delete client records in Vulnsy, including how client data integrates with your pentest reports.
Creating a Client
Navigate to Clients
Open the Clients section from the sidebar navigation.
Add a New Client
Click the Add Client button to open the client creation form.
Fill In Client Details
Complete the following fields:
- Company Name — the organization's name as it should appear in reports
- Contact Name — primary point of contact for the engagement
- Contact Email — email address for correspondence
- Contact Phone — phone number for the contact
- Address — company address (used in report cover pages and headers)
Save
Click Save to create the client record. The client is now available for linking to projects.
Editing a Client
To update a client's details, navigate to the Clients section, select the client, and modify any of the fields. Changes are saved and will be reflected in any future report exports for projects linked to that client.
Updating a client's details does not retroactively change previously exported DOCX files. Only new exports will use the updated information.
Deleting a Client
You can delete a client from the client detail view. Deleting a client also removes all of its projects and reports from your workspace — they are moved together into the Deleted area as a single batch.
- Recoverable at first. An organization admin can restore the whole batch (client, projects, and reports together) from Admin → Deleted.
- Permanent deletion is final. When an admin permanently deletes the batch, the client, its projects, reports, and all associated uploaded files (evidence, portal documents) are removed for good.
Permanent deletion cannot be undone. Export any reports you need to keep before permanently deleting a client.
Client Data in Reports
Client information flows into your exported reports through template tags. When you build a DOCX template, you can use tags like:
| Tag | Output |
|---|---|
{client.name} | Company name |
{client.contactName} | Contact person's name |
{client.contactEmail} | Contact email address |
{client.contactPhone} | Contact phone number |
{client.address} | Company address |
{#client.customFields}{label}: {value}{/} | Any custom fields you've added to the client |
See the Template Tags Reference for the full list of available tags.