Customer Profile Management

All assessments and projects in Pentographer are scoped to a specific customer profile. Setting up customer records allows you to track findings across multiple engagements over time.

Creating a Customer

To register a new customer:

1. Click on Customers in the main sidebar.
2. Click New Customer.
3. Input the customer's legal or organization name.
4. Save the profile.

Customer Scoping

Every project must be linked to a customer. When you create finding write-ups or export reports, Pentographer pulls metadata from the customer profile to customize cover pages and format naming conventions.

[!NOTE] Deleting a customer cascades to delete all linked projects, reports, and findings. If you need to temporarily archive a customer's data without deletion, move their projects to the Archived status instead.