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 the Access tab once the workspace is set up — or copy the self-serve join link from the client row on the Partner Dashboard.

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.

Run the CyFun Level Assessment

Newly-created workspaces start with framework_id='TBD' — no framework, no pages. Click the Next step card on the Dashboard to open the CyFun Level Assessment (Documents → Assessments). It determines the right tier based on:

Number of employees
Sector (essential / important under NIS2)
Whether personal data is handled
Current IT setup

The four possible tiers are Small, Basic, Important, and Essential. Pick the one the assessment suggests and click Apply this level — provisioning runs in about 10 seconds.

CyFun Level Assessment document showing sector dropdown, supply chain question, and tier selection buttons for Small, Basic, Important, Essential — Pick the tier the assessment suggests — you can change it later via Documents → Getting Started → Changing your CyFun level.

Provisioning is safe to run more than once. Re-provisioning after a framework update (or a tier change) adds any new pages without touching existing content.

What provisioning creates

CyFun Basic creates 34 controls across six functions — Govern (4), Identify (8), Protect (15), Detect (4), Respond (2), Recover (1) — plus the full set of policies, procedures, registers, plans, and assessments under Documents. You'll see them in the Documents tree and as grouped rows on Audit Readiness.

Client workspace after CyFun Basic provisioning showing the CyFun Level Assessment document with Basic tier selected and a Niveau actief confirmation badge — Once "Niveau actief" appears, the framework is live. 34 controls now show on Audit Readiness.

The client can start working immediately. The Partner's next task is importing devices and employees so the asset register is populated.

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