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First Step Fund: placing your order and certification

How to order Core, Complete or Cyber Essentials only for a First Step customer, what to check first, and how CyberSmart certifies them.

First Step Fund: placing your order and certification

You can order Core or Complete with CyberSmart or your chosen CyberSmart Distributor at any point. For Cyber Essentials only, let us know once your customer has paid IASME and accepted the funding declaration.

1. Check before you order

  • The customer signed up through your unique CyberSmart link.

  • The customer has paid their 25% contribution and accepted the funding declaration.

2. Place your order with CyberSmart or your Distributor

If the customer is buying

What you do

What CyberSmart does

CyberSmart Core or Complete

Place the order as usual. Software and support are available from day one. Don't start Cyber Essentials in the CyberSmart dashboard, because the funded assessment is completed separately.

Takes the full cost of the Cyber Essentials certificate off the year-one price: £575 off your partner price (£675 off RRP).

Cyber Essentials only

Tell CyberSmart the customer has completed the First Step form and payment.

Assesses and certifies your customer when they're ready to start.

3. CyberSmart assesses and certifies

CyberSmart's audit team assesses and certifies your customer, currently in IASME's Pervade platform until assessments can move to the CyberSmart platform.

  • Attempts are unlimited.

  • Reviews in Pervade take up to two working days.

  • Once your customer is certified, we'll add their certificate and report to your partner account.

When do Core or Complete customers get access to their products?

As soon as you place the order. First Step customers get the same access as any other Core or Complete customer, so from day one they can use CyberSmart Active Protect and the other products in their package. The subscription renews monthly or annually as usual.

The subscription runs from the date you place the order, not from when the customer certifies. For example, if you order on 1 December, the renewal date is 1 December, even if the customer doesn't complete their certification until January.

Packages are covered by our standard end user licence agreement (EULA), which gives customers the right to use the products in their package for the length of their subscription.

Who does the customer pay?

The customer pays IASME for their 25% contribution. They pay you (the partner) for any Core or Complete package or additional services they order.

Need help?

If you have any questions about the First Step Fund, get in touch with our support team using the chat on this page.

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