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. Connect Microsoft 365 and EDR — assets flow in automatically
  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

Connect your data sources

Go to Intake → Assets. Three cards sit at the top: Microsoft 365, EDR & endpoint protection (Sophos Central or Bitdefender GravityZone), and Declared estate.

Connect M365 first — Intune and Entra ID stream devices, users, and apps into the asset register automatically and pre-answer a chunk of the assessment. Then connect the client's EDR so endpoint-protection evidence flows into the punch list. One sync covers CyFun Basic, Important, and Essential.

Finally fill in the Declared estate card with the real counts (devices, employees, suppliers, etc.). The punch list compares these against what the integrations see — if M365 only finds 12 devices and you declared 83, that's a population gap the auditor will flag.

No M365 or EDR? Use Import entities at the bottom of the Assets tab to drop a CSV of devices and employees — the importer auto-detects column types. See Importing devices and employees →
5

Your audit punch list is ready

Back on the Dashboard, the client now sees their score ring and a Next up card showing the highest-priority action. The top navigation shows five tabs: Dashboard, Intake, Audit punch list, Documents, and Reports. The Audit punch list buckets every finding into Will fail, At risk, and Ready — exactly how a CAB auditor would read them. Each finding comes with a prescriptive action button (Upload evidence, Fix artifact type, Confirm scope, Refresh evidence, Reconcile integration) that takes you straight to the linked document.

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