Partner Portal Documentation

Overview and purpose

The Partner Portal is designed to give you full control over how you manage leads, customers, scans, pricing, and integrations.

From a commercial point of view, the model is simple:

FYND invoices you monthly, based on usage.
You invoice your own customers, using your own pricing and margins.
The portal gives you visibility and tools to manage this end to end, without FYND interacting directly with your customers unless explicitly required.

This documentation walks through the portal in the order a new partner will experience it, explaining what each section is for and how it fits into your day to day workflow.

Accepting the Terms

When you sign up and access the Partner Portal for the first time, you will be required to accept the Terms.

This is a mandatory step before you can use any functionality in the platform.

Once accepted, you are taken directly to the main dashboard.

Main Dashboard

The main dashboard gives you a high level view of your activity and business performance.

What you see here

Summary cards
- Total Leads
- Total Customers
- Total Scans
- Active Scans
Graphs
- Activity over time
- Vulnerability distribution across your scanned domains
Recent Activity
- A chronological feed showing important events such as:
  - New leads created
  - Customers added
  - Scans triggered or completed

This page is meant to answer one question quickly:

What is happening right now across my accounts?

Leads

The Leads section is where potential customers live before they are promoted to full customers.

Creating a lead

Click the Add Lead button in the top right.

This opens a modal where you can enter the lead details.

Filled example:

Once saved, the lead will appear in the table.

Actions available on a lead

For each lead, you can:

Trigger a scan by clicking the shield icon
This allows you to demonstrate value before converting them to a customer.
Promote to customer by clicking the green growth icon
This opens a confirmation modal.

After confirmation, the lead is converted into a customer.
Edit a lead using the pencil icon
Delete a lead using the trash icon