Create Test Finding

This guide is for organizations looking to test their integrations in a non-production environment. It provides detailed steps to populate an in-house pentest with test findings.

Prerequisites

  • Cobalt staff must have created and set up a test organization for you. If not, please contact your customer success manager.

  • You must be invited to the test organization, accept the invitation, and have an Owner role.

    Verify user role

Create In-House Pentest

Users must have the Team Member role to create a pentest.

Refer to the Pentest Team Member section of the product documentation for more details.

  1. Open the Pentests page from the sidebar and click Create Pentest.

    Create pentest

    If the Create Pentest button is disabled, the user role must be changed to Team Member. Learn how to switch the user role for an In-House Pentest.

  2. Click Get Started if the In-House Pentest Beta feature is not yet enabled for your organization.

    Get started with In-House Pentests

    Skip this step if the In-House Pentest Beta feature is already enabled.

  3. Click Enter the Beta to enable the In-House Pentest Beta feature.

    Enter In-House Pentests Beta

    Skip this step if the In-House Pentest Beta feature is already enabled.

  4. Select the In-House Pentest type and asset you want to test, then click Continue.

    In-House Pentests Beta Enabled

    Create In-House Pentest

    You can create a dedicated asset for testing or use an existing one.

  5. No changes are required on the Asset page. Click Next to proceed.

    Rename In-House Pentest

    Renaming the pentest is optional but helps distinguish test pentests. Click the pencil icon next to the pentest name and confirm with Done.

  6. On the Requirements page, set the following fields:

    • Targets
    • Objectives
    • Technology stack

    Set targets

    Set objectives

    Set technology stack

    The input content is irrelevant.

  7. No changes are required on the Details page. Click Next to proceed.

    Optional details

  8. On the Scope & Plan page, select the required Start and End dates, then click Save & Exit to create the pentest.

    Configure plan

    You can check the I’m a point of contact for this pentest checkbox.

  9. The In-House pentest is now in the draft state. Click Move to Planned.

    Pentest created

  10. Confirm by clicking Move to Planned in the modal dialog.

    Plan pentest

Switch the User’s Role of an In-House Pentest

Refer to the public documentation for more about user roles and associated permissions.

  1. Go to the sidebar and select Pentests.

  2. Choose an In-House Pentest from the list.

  3. Open the Collaborators tab.

  4. Click the dropdown for Role next to your username and select the desired role for the In-House Pentest.

    Switch role

    Switch role notification

    The application will automatically reload after changing your pentest collaborator role.

Launch In-House Pentest

The user must have the In-House Pentester role.

Refer to the In-House Pentester section of the product documentation for more details.

  1. Select Pentests from the sidebar.

  2. Choose the In-House Pentest you want to launch.

    The pentest should be in the planned state.

  3. Click the Launch Pentest button.

    Launch pentest

    The pentest state changes to live.

    If the Launch Pentest button is disabled, the user role must be changed to In-House Pentester. Learn how to switch the user role for an In-House Pentest.

Create Test Finding

The pentest must be live to submit findings.

The user must have the In-House Pentester role.

Refer to the In-House Pentester section of the product documentation for more details.

  1. Select Pentests from the sidebar.

  2. Choose an In-House Pentest from the list to populate with test findings.

  3. Click Submit Finding.

    Submit finding

    If the Submit Finding button is disabled, the user role must be changed to In-House Pentester. Learn how to switch the user role for an In-House Pentest.

    Provide the following information to create a test finding:

    • Vulnerability type
    • Description
    • Proof of Concept
    • Severity
    • Suggested fix

    Set description

    Set proof of concept

    Set severity

    Set suggested fix

    The input content is irrelevant but must meet validation constraints. For example, the severity must contain at least 3 characters.

  4. Click Submit for Triaging at the bottom of the page when all required information is set.

    Submit for triage

  5. The pentest finding is now in the Triaging state.

    ‘Triaging’ finding

  6. Change the finding state to Pending Fix from the State dropdown and submit the evaluation.

    Select ‘Pending Fix’ state

  7. Set the Likelihood and the Business Impact values by clicking the circles () and then the Submit evaluation button.

    Submit evaluation

  8. The pentest finding is now in the Pending Fix state.

    ‘Pending Fix’ finding

  9. View all pentest findings.

    In-House pentest findings

    Once you have added test findings to the In-House Pentest, remember to switch the user role back to Team Member. If you remain in the In-House Pentester role, certain integration-related UI elements, such as external tickets or the Integrations tab, will be hidden.

Last modified November 14, 2024