Partner program
Learn how firms and service providers can manage compliance for multiple clients from a unified partner dashboard.
Who is the partner program for?
The partner program is designed for law firms, data protection consulting firms, accountants, and managed service providers (MSPs) that support multiple clients in their compliance journey. It allows you to manage all your clients from a single dashboard, with a consolidated view of each client's compliance status.
Creating your partner firm
To become a partner, contact the Conformaze team. Once your firm is set up, you access the partner dashboard from the sidebar. You can invite team members to join the firm and assign them specific clients. Each member sees only the clients assigned to them.
Managing your clients
From the partner dashboard, you see the list of your clients with their compliance status. You can invite new clients (they receive an invitation link), assign team members as account managers or advisors, and navigate directly into each client's workspace to work on their registry, PIAs, or incidents.
Roles and permissions
The partner program defines two main roles: advisor (client contact, read-only access) and manager (full access to actively work on the client's compliance). A single member can be an advisor for some clients and a manager for others. Permissions are sealed: a partner can never modify the client's billing settings or their own access rights.