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.

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. Before deleting, note the following:

Projects and reports are not deleted. Removing a client does not remove any associated projects or report data. These remain in your workspace.
Template tags will be empty. Any future exports for orphaned projects will have blank client fields until a new client is assigned.

If a client has active projects, consider reassigning them to another client record before deletion to avoid blank fields in report exports.

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.contact_name}`	Contact person's name
`{client.contact_email}`	Contact email address
`{client.contact_phone}`	Contact phone number
`{client.address}`	Company address

See the Template Tags Reference for the full list of available tags.