Partner Guide

Quick Start: Onboard Your First Client

From login to a fully provisioned client workspace in about 15 minutes.

What you'll do

  1. Log in to your partner dashboard
  2. Create a client workspace
  3. Complete the CyFun assessment to activate the framework
  4. Import the client's devices and employees via CSV
  5. Walk the client through their first controls
1

Log in as partner

Go to easycyberprotection.com/login and sign in with your partner account. You'll land on the Partner Dashboard showing your client portfolio.

Partner dashboard showing the client portfolio list with an Add client button in the top-right
The partner dashboard is your starting point — all your clients are listed here.
2

Add a new client

Click Add client in the top-right of the dashboard. Enter the client's company name and preferred language (NL/FR/EN). A workspace is created instantly.

Add client modal with company name field and language selector showing NL, FR, EN options
Enter the client's company name and preferred language to create their workspace.
The workspace is ready immediately. You manage it on behalf of the client. To give the client direct access, invite them later via Settings > Users & Access.
3

Complete the CyFun Level Assessment

After creating the client, click the Next step card on the dashboard — it takes you straight to Assessments. Open the CyFun Level Assessment, select the client's level (Small or Basic based on their size and sector), then click Apply this level.

CyFun Level Assessment document showing sector dropdown, supply chain question, and tier selection buttons (Small, Basic, Important, Essential)
Select the appropriate CyFun level for your client, then click Apply.
CyFun Level Assessment showing the Basic level selected with a green Niveau actief confirmation badge
Once applied, the framework provisions instantly — 34 controls are activated.
4

Import devices and employees

Go to Intake → Assets and click Import entities. Drop the client's asset spreadsheet and the importer auto-detects column types, showing a preview before uploading.

CSV import modal showing the file drop zone with upload icon and two tabs: Upload file and Paste
Drop a CSV file or paste data directly — the importer handles both.

See the full guide: Importing devices and employees →

5

Your roadmap is ready

Back on the Dashboard, the client now sees their score ring and a Next up card showing the highest-priority action. When the score is below 100%, a Gap Analysis for Management button appears — it uses AI to generate an executive summary of remaining gaps. The top navigation shows five tabs: Dashboard, Intake, Roadmap, Documents, and Reports. The Roadmap lists all compliance items sorted by impact — the ones that close the most gaps appear first. Click any item to see its linked document, collect evidence, and track status.

Client dashboard after provisioning showing 0% protected score ring, breakdown bars for Documents/Checklists/Entity coverage, and a blue Next step card prompting to import devices and employees
The dashboard shows current score and the next recommended action — the client always knows what to do next.

Next steps

Add more clients

Repeat the process for your full portfolio

Work through controls

Guide clients through their compliance tasks

Export a report

Download the compliance status PDF
TARS