Cyberday offers special features for our consultation and channel partners (more info at https://cyberday.ai/partners). These features are designed to make working with clients through Cyberday more efficient and easy.
In the following article, you can find explanations for how to use the partner features within Cyberday.
Once our team has set your Cyberday account as a partner account, you will get access to all of the available partner features. However, to activate the time tracking features, there will be some additional steps to take, which will be explained in the article below.
Your Logo and you (or if available your whole team) will be shown in the Organization Dashboard view. Like this, you are always visible as the main contact person for your customers. You can add your logo in the settings (menu on the left) and also invite team members from there.
If you would like to add a new customer account, do the following steps:
Later on, you can navigate between your customer accounts from this drop-down menu as well.
You can easily jump between your and all of your customer accounts from the Dashboard view. Simply open the drop-down on the right and select the account you would like to work in.
You can offer your clients a GAP analysis for any for them relevant framework. The results can be handed out to the customer in a report afterwards, if required. To create a GAP analysis for a customer, you can use either a new customer account and start it from scratch, or if your customer already has an account with some content, you can use it for a GAP analysis i.e. for a new framework for the customer and benefit from the available content of your customers done tasks.
4. A new window will open. Select "Assessment" from the new window and continue by clicking "Step 2"
5. A second window will open. In this window, you select the framework (or framework part like i.e. "ISO 27001: 2022 Core") against which you would like to make the GAP analysis. Further, select if you would like to do a light or more extensive assessment. The difference between the light and the assurance mode lays in the description fields for the themes. The light mode only requires you to set the status such as "fully done" or "not done", while the assurance mode requires written descriptions for tasks with the status "partly done" and "mostly done".
You will receive an assessment template for the selected framework, which looks like this (example here is the ISO 27001:2022 core):
In the top, you can see the selected framework (part) and a short description of it.In the upper right corner, you can see the total compliance level. On the left side, you can see the different themes of the framework and the amount of tasks connected with this. Underneath the menu, you can find your assessment progress and you can preview your results at any time. Select the status of the task by clicking on the drop down menu on the right side (yellow box). If you would like to add some notes or a status description, click on "Add status description" below the yellow box on the right. If you click on "view presenter mode" or open it in a second window for your customer at the same time, you can get a simplified view for your customer, which looks like this:
The presenter mode will make it easier for your clients to follow the assessment without seeing your notes. Note: If you would like to use the presenter mode, please open a second tab or if you use Cyberday in Teams, open a browser window for it, so you can work on the assessment in the editing mode at the same time.
Once you click on "Preview results", you can see an overview of your results, including the total compliance (upper right corner), the task statistics, which tell you how many tasks are done i.e. fully, the top 3 main strengths and weaknesses and potentially helpful additions to your ISMS for the future.
In case you have already activated and worked on some of the tasks (i.e. when working with another framework), the task will be filled for the assessment automatically and you do not need to fill in any additional information anymore, like in the example below.
If you scroll down a bit more, you will find the overview of each theme and the theme's compliance level (right next to it).
Once you have filled in all the information and have checked the preview of the results, you can click "Finish Assessment" in the upper right corner. If you leave the assessment in between, the data will not be lost, but the report will simply not be saved as finished in your list of reports. Once you have finished the assessment/GAP analysis, you can find it in your list of reports.
If an external user in a Cyberday account is set as "Partner", you can use the time tracking feature (see next paragraph). Additionally, the status "Partner" will be shown next to the name, so a user from the organisation can easily identify you as a partner i.e. when assigning tasks to you.
If you would like to use the time tracking feature in Cyberday, i.e. to collect provable material for your billing, you first of all have to make sure that you re marked as an external user and partner for your clients ISMS. To log the used time, do the following steps:
N.b.! This feature only works, if your user is marked as a partner in the customer's account (details below).
To activate the working features for you as a partner, you have to make sure that you are also set as a partner in the account and are not only i.e. an Admin in that account. To do so, go to the settings page from the menu on the left in the Organization Dashboard. Expand the "User management" settings and select your user. If there is no green "Partner" sign behind your name, you have to click on the three dots on the right side of the line which includes your name and select "edit". Set yourself as an "external user" and as "Partner" and click save.
If you are interested in a partnership, please read more about our partner program from our website or contact Céline from our team via email@example.com
You can also directly book a partner meeting to discuss more here.
Do you have any further questions, would need another help article or would like to give some feedback? Please contact our team via firstname.lastname@example.org or the chat box in the right lower corner.