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What are engagements?

Engagements represent client projects or contracts. They store client and contract details that appear automatically in your pentest reports. Engagements can be shared with team members, allowing your entire team to use consistent client details in reports. See Sharing engagements for details.
When generating an Editable pentest report, you select both an Engagement (for client details) and a Report Template (for standard content sections).

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Engagement details

Each engagement includes the following fields:
FieldDescription
NameEngagement identifier (e.g., “Acme Corp - Q1 2024 Pentest”)
Client CompanyName of the client organization
Contract NumberReference number for the engagement contract
Contract DateDate the contract was signed
Start DateWhen the engagement begins
End DateWhen the engagement concludes

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Managing engagements

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Creating an engagement

1

Navigate to engagements

Go to Reports > Engagements in the main navigation.
2

Create new engagement

Click Create engagement to add a new project.
3

Fill in details

Enter the client company, contract information, and project dates.
4

Save

Save the engagement for use in reports.

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Editing and deleting engagements

  • Edit an engagement to update client details or dates
  • Delete engagements you no longer need
The default engagement cannot be edited or deleted. It’s provided as a fallback when you don’t need specific client details.

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Sharing engagements

Engagements can be shared with team members on your account. When you share engagements, team members can use them when generating reports.

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Permission levels

PermissionWhat they can do
No accessCannot see or use your engagements
ViewCan view and use engagements in reports, but cannot edit or delete
EditFull access to view, use, edit, and delete engagements

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How to share engagements

  1. Go to Settings > Team
  2. Select the team members you want to configure sharing for
  3. Click Share
  4. Set the Engagements permission level
  5. Click Save
Shared engagements appear alongside your own engagements when generating reports.
Share engagements with your team so anyone working on the project can pull in the right client details when generating reports.
For more information about team management and sharing, see Teams and roles.

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Using engagements in reports

When generating a pentest report:
  1. Select your scans or findings
  2. Choose Editable pentest report as the report type
  3. Select an Engagement to include client and contract details
  4. Select a Report Template for standard sections
  5. Generate the report
The engagement’s client company, contract details, and dates are automatically included in the report.

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Filtering engagements

Use filters to find engagements quickly:
  • Name: Search by engagement name
  • Client Company: Filter by client
  • Contract Number: Search by contract reference
  • Contract Date: Filter by date range
Use descriptive engagement names that include the client name and timeframe to make them easy to find later.