> ## Documentation Index
> Fetch the complete documentation index at: https://pentest-tools.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Engagements

> Organize your penetration testing work into engagements

## 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](#sharing-engagements) for details.

<Info>
  When generating an **Editable pentest report**, you select both an Engagement (for client details) and a [Report Template](/capabilities/reports/report-templates) (for standard content sections).
</Info>

## Engagement details

Each engagement includes the following fields:

| Field               | Description                                                 |
| ------------------- | ----------------------------------------------------------- |
| **Name**            | Engagement identifier (e.g., "Acme Corp - Q1 2024 Pentest") |
| **Client Company**  | Name of the client organization                             |
| **Contract Number** | Reference number for the engagement contract                |
| **Contract Date**   | Date the contract was signed                                |
| **Start Date**      | When the engagement begins                                  |
| **End Date**        | When the engagement concludes                               |

## Managing engagements

### Creating an engagement

<Steps>
  <Step title="Navigate to engagements">
    Go to **Reports > Engagements** in the main navigation.
  </Step>

  <Step title="Create new engagement">
    Click **Create engagement** to add a new project.
  </Step>

  <Step title="Fill in details">
    Enter the client company, contract information, and project dates.
  </Step>

  <Step title="Save">
    Save the engagement for use in reports.
  </Step>
</Steps>

### Editing and deleting engagements

* Edit an engagement to update client details or dates
* Delete engagements you no longer need

<Note>
  The default engagement cannot be edited or deleted. It's provided as a fallback when you don't need specific client details.
</Note>

## Sharing engagements

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

### Permission levels

| Permission    | What they can do                                                   |
| ------------- | ------------------------------------------------------------------ |
| **No access** | Cannot see or use your engagements                                 |
| **View**      | Can view and use engagements in reports, but cannot edit or delete |
| **Edit**      | Full access to view, use, edit, and delete engagements             |

### 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.

<Tip>
  Share engagements with your team so anyone working on the project can pull in the right client details when generating reports.
</Tip>

For more information about team management and sharing, see [Teams and roles](/capabilities/teams-and-roles).

## 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](/capabilities/reports/report-templates)** for standard sections
5. Generate the report

The engagement's client company, contract details, and dates are automatically included in the report.

## 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

<Tip>
  Use descriptive engagement names that include the client name and timeframe to make them easy to find later.
</Tip>

## Related topics

* [Reporting overview](/capabilities/reports/reporting-overview)
* [Report templates](/capabilities/reports/report-templates)
* [Branded reports & email settings](/capabilities/reports/branded-reports)
* [Teams and roles](/capabilities/teams-and-roles)