# Engagement Details Page

The NetSPI Platform is designed to make your penetration testing engagement clear, collaborative, and easy to track—from
kickoff and requirements through vulnerabilities, remediation, and final reporting. If you have any questions along the
way, use the Comments tab to reach NetSPI or your Client Delivery Manager directly.

Click on any engagement card to open the engagement details page. Here you can review the engagement status, view
communications between your team and NetSPI, confirm key dates, and access recently uploaded documents and reports.

On the Engagements > Details page, you can easily see where the engagement is in the flow based on the state.

![Example of an engagement flow](static/engagement_details_checks.png)

A side menu is available to quickly access key areas pertinent to the engagement.

![Details side menu](static/engagement_details_menu.png)

## Engagement details pages

### Dashboard

The dashboard serves as your engagement landing page, accessed from the Engagements card view.

It surfaces the most critical and most frequently used features, giving you a complete picture of your engagement at a glance.

- **Progress** is shown at the top, so you can track where your engagement stands.
- **What's Happening** provides relevant updates on your engagement's status and flags any action required on your part.
- **Vulnerabilities by Severity** break down your vulnerabilities by severity level.

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The Vulnerabilities by Severity section is hidden until vulnerabilities are discovered during the engagement.
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- **Comments and Activity** is where you communicate with the NetSPI team and track activity throughout the engagement.
- **Overview** contains all relevant dates, labels, team members, and scope.
- **Documents & Reports** gives you a quick view of your four most recent files, with the option to upload a document
directly from the dashboard for easy access.

### Docs & Reports

This is where all engagement related materials can be uploaded and accessed. The section surfaces all files uploaded by
both your team and the NetSPI team, and any report deliverables associated with the engagement will appear in the Reports
section, provided by NetSPI. Select **Upload Document** to securely share files with NetSPI.

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Any standard file type is supported (.doc, .docx, .pdf, .txt, image files), with a 200 MB size limit per file.
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Use the **Select** feature to bulk export (download) or delete multiple documents and reports at once. Individual entries
can also be edited, deleted, or downloaded on their own.

**To edit a previously uploaded document:**

1. Select the previously uploaded document to edit and click the **Edit** icon.
2. Enter your document updates in the editor, including any special font style or text effects.
3. Click the **Save** icon.

### Information

Information contains key details, dates, and scope for the engagement, as well as people connected to the team.

### Kickoff

Before testing begins, the NetSPI team will schedule a Kickoff call to review the Kickoff documentation with you and your
team. This page outlines key information such as project scope, rules of engagement, project timeline, and requirements
needed to keep the engagement on schedule. You'll also find your action items here, detailing each deliverable and its
due date to ensure your engagement starts on time.

### Credentials

Provide credentials to NetSPI in a safe and secure manner using the Credentials page. Any credentials needed for testing,
such as application logins, can be added here and are encrypted to keep your information protected throughout the engagement.

### Activity

The Activity page shows all activities related to your engagement. You can select and export activity at any time and use
search and filters just as you would on other pages.

### Vulnerabilities

The Vulnerabilities page shows all vulnerabilities discovered specifically within this engagement. You can view them in
two ways: **Tree** or **Table**.

The Tree view groups vulnerabilities by Severity, Vulnerability, Asset, and Instance by default, giving you at a glance
context to help prioritize where to investigate. Each level surfaces key details, such as CVSS, EPSS, and Known Exploited
Vulnerability status at the Vulnerability level, and severity, state, remediation due date, and assignee at the Instance
level.

If the default layout doesn't fit your workflow, select the **Settings** icon to reorder or hide levels, customize sorting,
and group by a different category. Select **Reset Configuration** to return to the original layout at any time.

Selecting an individual instance opens a side panel with a full overview of the issue, including affected assets, URLs,
and ports, along with verification steps and evidence to help your team reproduce, remediate, and confirm fixes. You can
also assign a client severity, update the state, and explore supporting tabs like Details, Classifications, Discovery,
CVEs, Comments, and Activity.

Use Select to export vulnerabilities to CSV or JSON, or to perform bulk actions like updating state or adding tags.
In Table view, use the Settings button to customize which columns are displayed.

![Vulnerability table overview](/static/engagements_vulnerabilities.png)

### Assets

The Assets tab shows all assets discovered during your engagement. Select any row to open the side panel and view more
details about that asset.

As with other pages, you can search, filter, and use Select to export assets or perform bulk actions.

## Customize the menu

You can reorder the menu structure and choose your default landing page and layout.

At the bottom of the Menu section, click **Customize**.

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As you select a different configuration, the page automatically updates and saves.
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- The **Default Landing Page** is highlighted with a blue checkmark.
- Hover and drag a **Menu Item** to change the listing order.
- Click the **View** icon to either display or hide the menu item.

![Menu customization example](/static/details_customize.png)