Quick Start: Onboard Your First Client
From login to a fully provisioned client workspace in about 15 minutes.
What you'll do
- Log in to your partner dashboard
- Create a client workspace
- Complete the CyFun assessment to activate the framework
- Connect Microsoft 365 and EDR — assets flow in automatically
- Walk the client through their first controls
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.
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.
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.
Connect your data sources
Open the Client tab. The sub-tabs run left to right: Integrations, Declared environment, Risk assessment, Roadmap, Asset register.
On Integrations, connect Microsoft 365 first — Intune (device management) and Entra ID (user directory) stream devices, users, and apps into the asset register automatically and pre-answer a chunk of the Risk assessment with blue auto-detection banners. Then connect the client's EDR — that's Endpoint Detection and Response, the antivirus-style agent each laptop already runs (Sophos Central, Bitdefender GravityZone, or SentinelOne Singularity) — so endpoint-protection evidence flows into Audit Readiness. One sync covers CyFun Basic, Important, and Essential.
Switch to Declared environment and enter the real counts (devices, employees, suppliers, workplaces, networks). Audit Readiness compares these against what the integrations see — if M365 only finds 12 devices and the declared number is 83, that's a population gap the auditor will flag.
Audit Readiness is now populated
Back on the Dashboard, the client sees their readiness score and a Next step card showing the highest-priority action. The top navigation shows six tabs: Dashboard, Client, Risks, Audit Readiness, Documents, and Access. Open Audit Readiness — every control is bucketed into Will fail, At risk, and Ready, grouped by CyFun function. Click any failing row to see the missing requirements and an Upload evidence link that jumps to the control page's two-column (Documentation / Implementation) evidence panel.
