Portal

Workspace flow

Move from evidence collection to assessor-ready output

Use Readiness to understand the current position, Controls to resolve gaps, Integrations to strengthen evidence, and Reports to export the CE story cleanly.

Onboarding Hub

Simple, fast onboarding for admin and MSP teams. Advanced tasks stay in Settings -> Onboarding / Provisioning.

Create MSP

Admin only

MSP name MSP ID (optional)

If left blank, an ID is generated automatically.

Create MSP admin login now

Create Client

Admin / MSP

Client name Client ID (optional)

MSP

Plan Create client admin login now

Deploy Agent Bundle

Admin / MSP

Client

Choose the client, then generate a token or download the full onboarding bundle.

Admin View Switching

Admin only

Switch the portal into MSP/client views for testing and demos without changing backend permissions.

Tip: Select MSP/client in the sidebar switcher, then click Apply view.

Quick jump

Controls Assets Security Findings Reports

Client launch

Onboarding and source selection

Launch the client quickly, then connect the minimum evidence stack for credible readiness scoring.

Treat onboarding as a guided launch plan: scope the client, prove one reporting endpoint, connect the right source-of-truth, then generate the first CE story.

First client journey

Move from empty tenant to assessor-ready operating view

Start with the smallest defensible evidence stack. We only need enough connected proof to tell an honest Cyber Essentials story, then we can expand depth later.

Stage 1

Create scope

Create the MSP/client record, switch into the right view, and lock the benchmark scope.

Stage 2

Prove a device

Deploy the installer bundle and confirm at least one endpoint is actively reporting.

Stage 3

Connect authority

Add the minimum source-of-truth integrations needed for this client’s environment shape.

Stage 4

Prepare review

Run readiness, close obvious gaps, and generate the first CE autofill draft for review.

Minimum launch outcome

One client in scope
One reporting endpoint
One trusted source-of-truth path
One CE review run completed

What this unlocks

Readiness that means something
Controls with evidence provenance
Manual queue with guided attestation
Assessor-style handover output

Create an MSP

Provision the top-level tenant.

Create a client

Attach a client under the MSP.

Generate installer bundle

Download the MSI + token bundle.

Enroll an endpoint

Install agent and see it appear.

Source-of-truth baseline

Essentials relies on integrations + manual evidence. Assurance layers telemetry on top for stronger confidence and freshness.

First client launch checklist

Where this client is in the launch journey

Scope, reporting, authority, and review readiness in one place.

Awaiting client scope

Go to provisioning View assets

Executive summary

Evidence-backed readiness snapshot (not certification)

Readiness indicator

—

— Trend: —

Freshness: —

Last verified: —

Environment overview

Devices monitored—

Devices not reporting—

Evidence coverage—

Integrations connected—

Frameworks active—

Browser compliance—

AV presence—

Integration status

Evidence trace

—

Active framework: —

Evidence recency: —

Top control gaps

—

Devices not reporting

—

Quick actions

Evidence & readiness detail Confidence, coverage, risks, and source breakdowns

Telemetry posture

—

Evidence coverage

—

Controls with evidence: —

Evidence freshness

30d —

60d —

90d —

Evidence confidence

—

Confidence trend

30d —

60d —

90d —

Client & plan

—

Plan: — · Tier: —

Endpoints: —

Benchmark focus

—

Active: —

—

Key gaps to close

—

Top risks

—

Risk heat map

Evidence sources in use

Next evidence actions

Recommendations

Executive snapshot history

Last 3 snapshots (local)

—

Environment overview

Scope: — Updated: —

Telemetry posture

—

Benchmark readiness

—

Compliance coverage

—

Benchmarks active

—

Devices monitored

—

Integrations connected

—

Telemetry posture uses alert rates. Benchmark readiness is evidence-backed. Evidence coverage shows how much of the benchmark has evidence. View evidence coverage

Trend strip

Trend data appears after a few snapshots. Use Refresh data to start.

Telemetry (7d)

—

Evidence (30d)

—

Endpoints (30d)

—

Resilience

Know what you can prove.

Sign in

Accept invite

Session

Admin control center

Platform overview

Run the platform from one place

Operational posture at a glance

Readiness trend

Evidence coverage trend

Vulnerabilities by severity

Billable activity and invoice readiness

Selected MSP and immediate actions

MSP spotlight

Remediation status

Priority tasks

Evidence gaps

Control snapshot

MSP directory

MSP list

Client list

MSP directory and client drill-down

MSP directory

Focused MSP

Focused MSP clients

Client drill-down and package posture

Client directory

Focused client

Top issues

Client-scoped asset posture and endpoint drill-down

Endpoint inventory

Focused asset

Asset actions

Scoped control readiness and fix guidance

Control list

Focused control

Control actions

Evidence quality, source coverage, and gap follow-up

Evidence queue

Evidence gaps

Focused evidence

Evidence actions

Client-scoped vulnerability posture and remediation

Top findings

Affected devices

Focused finding

Remediation actions

Client-scoped integration health and benchmark impact

Integration profiles

Focused profile

Integration actions

Invoice accuracy and billable endpoint posture

Billable client lines

Invoice period

Exceptions

MSP totals

Scheduled exports and executive snapshot history

Scheduled reports

Executive snapshots

Export hub

Operational notes

Platform access, invites, and operational oversight

Accounts in scope

Invite queue

Focused account

Platform ops

Not yet implemented

Move from evidence collection to assessor-ready output

Platform Management Console

Security & Ops Posture

Onboarding Hub

Create MSP

Create Client

Deploy Agent Bundle

Admin View Switching

MSP Directory (Billing-ready)

Selected MSP client breakdown

Client Directory & Package Management

Accounts In Selected Scope