Partner Guide

Adding and Onboarding a Client

Create a client workspace, run the CyFun assessment, and provision the compliance framework.

Create the workspace

From your Partner Dashboard, click + Add client. Enter the company name and select the client's language — Nederlands or Français. This sets the language for the client's platform UI.

Add new client modal showing company name field, language selector (Nederlands / Français), Cancel and Create client buttons — The "Add new client" modal — enter a company name and pick the client's language.

The workspace is created immediately. You manage it on behalf of the client. To give the client direct login access, invite them via Settings > Members once the workspace is set up.

Open the client workspace

Click the client name in your dashboard to open their workspace. The home page shows the current compliance score and a list of focus tasks to complete.

Client workspace home page showing Welcome to ECP heading, 3% audit-ready compliance score, and focus tasks including Security Policy and Risk Assessment — The client home page shows the current compliance score and prioritised tasks to work through.

Complete the CyFun assessment

When you first create a client the platform runs a short assessment to determine the correct framework level (Small or Basic). The assessment covers:

Number of employees
Sector (essential/important under NIS2)
Whether they handle personal data
Current IT setup (cloud vs on-premise)

Client home page after framework provisioning showing 3% audit-ready score with 1 of 34 controls resolved and focus tasks — Once provisioned, the home page shows the compliance score and the top tasks to complete first.

Provisioning is safe to run more than once — it skips pages that already exist. Re-provisioning after a framework update adds any new pages without touching existing ones.

Framework provisions automatically

After the assessment, the platform creates all the control and document pages for the client. For the CyFun Basic level this includes 34 controls across six function groups:

✓ Govern (4 controls)
✓ Identify (8 controls)
✓ Protect (15 controls)
✓ Detect (4 controls)
✓ Respond (2 controls)
✓ Recover (1 control)

Controls page showing the provisioned CyFun Basic framework with six function groups: Govern, Identify, Protect, Detect, Respond and Recover, each showing control counts and progress — The Controls page after provisioning — all six CyFun function groups with their control counts.

This takes about 10 seconds. The client can start working immediately.

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