Partner Portal overview
The Partner Portal is a separate workspace for people who look after the security and ISO 27001 work of several companies at once: fractional CISOs, vCISO providers and small advisory firms. Instead of switching between client organisations one by one, you see all of them in one place, work through one combined to-do list, and send each client a regular board report under your own firm name.
Each client keeps its own AutoCISO organisation and its own data. The portal sits on top of those organisations; it does not merge them.
What you can do in the portal
| Task | Where | Guide |
|---|---|---|
| Connect a client organisation to your firm | Invite Center, client-side Partner Access | Connect client organisations |
| See which clients need attention and what to do next | Dashboard, Portfolio, Action Queue, Health Timeline | Work across your clients |
| Send clients a report; reuse your advisory workflows | Board Pack, Advisory Templates | Board Packs and advisory templates |
| Run your own firm: branding, team, plan, referral income | Partner Settings, User Management, Billing & Subscription, Referral Program | Administer your partner firm |
Who can do what
The portal has two roles. Both are described, once, on Roles and permissions; this table only shows how they map to screens.
| Screen | Partner Owner | Partner Manager |
|---|---|---|
| Dashboard | Yes | Yes |
| Portfolio and Action Queue | Yes | Yes |
| Health Timeline for a client | Yes | Yes |
| Board Pack | Yes | Yes |
| Advisory Templates: browse and apply | Yes | Yes |
| Advisory Templates: create, edit, delete | Yes | No |
| Partner Compliance | Yes | Yes |
| Referral Program | Yes | Yes (no link in the menu; a Partner Manager lands here when opening a screen reserved for owners) |
| Invite Center | Yes | No |
| Partner Settings | Yes | No |
| User Management | Yes | No |
| Billing & Subscription | Yes | No |
If a Partner Manager opens a screen reserved for owners, the portal sends them to Referral Program instead.
Become a partner
You need an AutoCISO sign-in first. Then:
- Open Become a Partner. If you already have a partner role, the portal sends you straight to your Portfolio instead.
- On the Join the Partner Program form, enter your Firm or advisor name (for example “Acme Security Advisors”). It can be up to 200 characters.
- Tick I agree to the Partner Program terms.
- Click Activate Partner Account.
You land in the portal as the firm’s Partner Owner. From there you can connect your first client and invite colleagues as Partner Managers.
Plan and the first clients
The Partner Portal is part of The Seed plan and higher. Two screens behave differently until your firm has enough clients:
- Portfolio and Action Queue are greyed out in the menu until your firm manages at least two client organisations. Until then, opening Portfolio takes you to Referral Program.
- Partner Compliance needs a plan that includes it. Without it the page shows “This feature is not available on your current plan.”
Your Dashboard and Referral Program work from day one. There are two ways a firm earns, and each client organisation is on exactly one of them:
- Referral: you share your referral link; the customer pays AutoCISO directly, and you earn a share of their subscription. See Referral Program.
- Managed: you manage the client’s organisation yourself and receive a discount tier on your own subscription as the number of managed organisations grows. See Billing.
Console reference
Every screen has a reference page that lists its columns and fields: Dashboard, Portfolio, Action Queue, Health Timeline, Board Pack, Referral Program, Invite Center, Partner Settings, Partner Compliance, Billing & Subscription, User Management and Advisory Templates.
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