Module Settings

Customize the behavior of individual SPEAR modules. Each module can be configured independently to match your organization’s workflow.

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Accessing Module Settings

🖥️ Module Settings Overview Screenshot

Navigate to Admin > Module Settings to configure each module:

Module	Configuration Options
Sales & Scoping	Pipeline stages, scope templates
Project Management	Status workflows, templates
Operations	Severity definitions, asset types
Reporting	Section templates, export defaults
Metrics	Dashboard widgets, KPIs

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Sales & Scoping Settings

🖥️ Sales Pipeline Configuration Screenshot

Pipeline Configuration

Customize the sales pipeline stages:

1. Navigate to Admin > Module Settings > Sales
2. Select Pipeline Stages
3. Add, edit, or reorder stages:

Default Stage	Description
Lead	Initial contact
Qualified	Requirements gathered
Proposal	SOW submitted
Negotiation	Terms being finalized
Won	Deal closed successfully
Lost	Deal not closed

Scope Templates

Create reusable scoping templates:

1. Navigate to Scope Templates
2. Click Create Template
3. Define:
   • Template name
   • Default services
   • Pricing structure
   • Terms and conditions
4. Save template

SOW Settings

Configure Statement of Work generation:

Setting	Description
Default Terms	Standard terms and conditions
Signature Options	Electronic signature settings
Numbering Format	SOW number format
Expiration Default	Default validity period

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Project Management Settings

Project Status Workflow

Define project status transitions:

stateDiagram-v2
    [*] --> Scoping
    Scoping --> Scheduled
    Scheduled --> InProgress
    InProgress --> Review
    Review --> InProgress : Revisions
    Review --> Complete
    Complete --> [*]

Configure at Admin > Module Settings > Projects > Status Workflow.

Project Templates

Create project templates:

1. Navigate to Project Templates
2. Click Create Template
3. Define:
   • Template name
   • Default sections
   • Milestone schedule
   • Resource allocation
4. Save template

Scheduling Options

Setting	Description
Calendar Integration	External calendar sync
Resource Capacity	Team capacity settings
Auto-scheduling	Automatic date suggestions
Notifications	Schedule change alerts

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Operations Settings

Severity Definitions

Customize vulnerability severity levels:

Severity	Default Score Range	Color
Critical	9.0 - 10.0	Red
High	7.0 - 8.9	Orange
Medium	4.0 - 6.9	Yellow
Low	0.1 - 3.9	Blue
Info	0.0	Gray

Modify at Admin > Module Settings > Operations > Severities.

Asset Types

Define custom asset types:

1. Navigate to Asset Types
2. Click Add Type
3. Configure:
   • Type name
   • Icon
   • Custom fields
   • Default values
4. Save

Default Asset Types:

• Web Application
• API Endpoint
• Network Host
• Cloud Resource
• Mobile Application
• Physical Location

Import Mappings

Configure scanner import field mappings:

1. Select scanner type
2. Map scanner fields to SPEAR fields
3. Set default values for missing fields
4. Save mapping

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Reporting Settings

🖥️ Reporting Module Settings Screenshot

Section Templates

Create reusable report section templates:

1. Navigate to Section Templates
2. Click Create Template
3. Define:
   • Template name
   • Section type
   • Default content
   • Styling options
4. Save template

Report Templates

Configure complete report templates:

Setting	Description
Default Sections	Sections included by default
Section Order	Default section ordering
Required Sections	Sections that cannot be removed
Conditional Sections	Sections based on service type

Export Defaults

Set default export options:

Setting	Default
Page Size	A4
Orientation	Portrait
Include Cover	Yes
Include TOC	Yes
Header/Footer	Yes

Finding Display

Configure how findings appear in reports:

Setting	Description
Severity Badge Style	Badge appearance
CVSS Display	Show/hide CVSS details
Evidence Format	How to display evidence
Remediation Style	Remediation section format

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Metrics Settings

Dashboard Configuration

Customize the metrics dashboard:

1. Navigate to Admin > Module Settings > Metrics
2. Select widgets to display:
   • Project Status Overview
   • Finding Severity Distribution
   • Team Utilization
   • Revenue Pipeline
   • Time Tracking

KPI Definitions

Define key performance indicators:

KPI	Calculation
Average Project Duration	Total days / completed projects
Findings per Assessment	Total findings / assessments
Report Turnaround	Days from complete to delivered
Client Satisfaction	Average feedback score

Report Scheduling

Schedule automated metric reports:

1. Navigate to Scheduled Reports
2. Click Create Schedule
3. Configure:
   • Report type
   • Recipients
   • Frequency
   • Format
4. Enable schedule

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Content Library Settings

Categories

Organize content library items:

1. Navigate to Admin > Module Settings > Content Library
2. Select Categories
3. Add, edit, or remove categories
4. Set category hierarchy

Templates

Configure content templates:

Setting	Description
Default Format	Template content format
Variables	Available merge variables
Approval Workflow	Review requirements

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Findings Library Settings

Categories

Organize findings library:

1. Navigate to Admin > Module Settings > Findings Library
2. Configure categories for:
   • Web Application
   • Network
   • Cloud
   • Physical
   • Custom categories

Standard Findings

Manage pre-built findings:

Setting	Description
OWASP Mapping	Map to OWASP categories
CWE References	Common Weakness Enumeration
Default Remediation	Standard fix recommendations
Evidence Templates	Screenshot/code templates

Shortcodes

Configure finding shortcodes:

1. Navigate to Shortcodes
2. Add custom shortcodes:
   • Client name
   • Assessment date
   • Service type
   • Custom variables

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Notification Settings

Email Notifications

Configure per-module email notifications:

Module	Notifications
Sales	New lead, SOW approved, deal won/lost
Projects	Status change, milestone due, assignment
Reports	Export complete, portal viewed, comment
Operations	Import complete, critical finding

In-App Notifications

Configure notification center:

Setting	Description
Desktop Notifications	Browser notifications
Sound	Notification sound
Badge Count	Unread count display
Grouping	Group similar notifications

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Default Values

Global Defaults

Set organization-wide defaults:

Setting	Description
Timezone	Default timezone
Date Format	Date display format
Currency	Default currency
Language	Default language

Per-User Overrides

Users can override defaults in their profile settings.

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Import/Export Settings

Export Configuration

Export module settings:

1. Navigate to desired module settings
2. Click Export Settings
3. Download JSON configuration

Import Configuration

Import previously exported settings:

1. Click Import Settings
2. Upload JSON file
3. Review changes
4. Confirm import

Reset to Defaults

Reset module to default settings:

1. Navigate to module settings
2. Click Reset to Defaults
3. Confirm reset

Caution

Resetting to defaults cannot be undone. Export current settings before resetting.

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Best Practices

Configuration Management

• Document custom settings
• Export settings before major changes
• Test changes in staging if possible
• Review settings after updates

Template Organization

• Use descriptive names
• Group related templates
• Archive unused templates
• Version significant changes

Team Communication

• Announce setting changes
• Document workflows
• Train users on new features
• Gather feedback regularly