What must a new CVD Portal partner complete before client work?
A new CVD Portal partner proves business identity, shows one piece of CRA work, signs the partner agreement and passes a manual review. One Partner Academy certificate then unlocks the first wholesale discount of 10%.
Key takeaways
- Admission needs a registered business, a business email domain, one piece of CRA work, a signed partner agreement and a manual review.
- The partner office can be outside the EU. The clients must place products on the EU market.
- Training is free. Every discounted level needs a Partner Academy certificate.
- A certificate counts only when the exam email is the email of a CVD Portal user in the partner company.
- The client always owns the client workspace and the client data.
Last updated 31 October 2026.
Who this package is for
This package is for firms that onboard manufacturers and do compliance work inside the client workspaces. Examples are resellers, CRA consultancies, EU authorised representatives and testing laboratories.
If you only want to recommend CVD Portal with a link, use the affiliate program. The partner program page compares the two programs.
Admission requirements
| Requirement | Evidence that we check |
|---|---|
| Registered business | A VAT number that we check in VIES, or a company registration number that we check in the national register. A sole trader is accepted. |
| Business website and email | A working website and a contact email on the same domain. We refuse free email addresses. |
| Clients that sell into the EU | Your clients place products with digital elements on the EU market. Your own office can be in any country. |
| One piece of CRA work | A client reference that we can contact, or a redacted sample of a deliverable. Examples are a technical file extract, an EU Declaration of Conformity and an assessment report. |
| Signed partner agreement | The agreement sets the commercial terms and any fixed wholesale rate. |
| Manual review | A CVD Portal team member checks the items above and records the decision with the reason. |
We refuse an application, or end a partnership, for each of these causes.
- The legal identity is false or we cannot verify it.
- A credential claim is false. A false accreditation ends the application permanently.
- The applicant uses a name, logo or trademark without the right to use it.
- The applicant, or a person in control of it, is on an EU sanctions list.
- We confirm a complaint of fraud or of harm to a client.
How to apply
- Send the form on cvdportal.com/partners. Use your work email.
- Reply to our email with the evidence for the first four requirements.
- Join a short call with us about your clients and your services.
- Sign the partner agreement.
- Wait for our email that confirms the partner account.
What the partner account gives you
| Item | Where | Manual |
|---|---|---|
| Partner Console | cvdportal.com/partner | Start here |
| Partner seats with write access in client workspaces | Work in, on each client row | Access and handover |
| A signup page with your logo | cvdportal.com/p/<partner-slug> | Client onboarding |
| Client email in your name and with your logo | Automatic | Partner program |
| A 90-day lock on a registered prospect | Deal registration | Deal registration |
| A wholesale discount from 0% to 30% | Your partner level | Partner program |
| A listing in the public partner directory | cvdportal.com/partners, after your written approval | Directory listing |
Training path
All three courses are free and need no CVD Portal account.
| Course | Content | Time | Exam | Effect on your level |
|---|---|---|---|---|
| Partner Academy | 13 modules in three tracks, for the platform, the CRA regulation and sales | About 1 hour 45 minutes | 15 questions. The pass mark is 75%. You can retake it. | Required for Qualified, Certified and Strategic |
| CRA for Manufacturers | 8 modules, from scope to penalties | About 5 hours | A quiz of 10 questions for each module, with a pass mark of 70%. A final exam of 60 questions in 90 minutes, with a pass mark of 75% and 3 attempts in total. | Required for Strategic |
| CRA tabletop exercise | One actively exploited vulnerability, through 8 timed Article 14 decisions | 90 minutes | None | None |
Use the tabletop exercise as a first workshop with a new client. It ends with an after-action report and an improvement plan that the client can print.
Rules that decide whether a certificate counts
- Sit each exam with the email of your CVD Portal user. The platform matches a certificate to your partner company by that email.
- One certificate holder in your partner company is sufficient. A user with the AUDITOR role does not count.
- A revoked certificate does not count.
- Levels are calculated again on the first day of each month. We send an email when your level changes.
- When the certificate holder leaves, you have 90 days to put another person through the exam.
The certificates show CPE credits, 2 for the Partner Academy and 6 for CRA for Manufacturers. The holder reports these credits. Porta Regulus B.V. is not an (ISC)² CPE Submitter and is not a PMI Authorized Training Partner.
Training for each role
| Role | Courses | Manuals to read first |
|---|---|---|
| Partner owner | Partner Academy | Start here, Client billing, Deal registration |
| Consultant who does client work | Partner Academy, then CRA for Manufacturers | Client onboarding, Client documents, Product compliance, SOP-03 |
| Sales | Partner Academy | Partner program, Deal registration |
The Partner Academy exam takes questions from all 13 modules. Each person who sits the exam reads all three tracks.
Onboarding plan
Phase 1. Admission
| Step | Owner | Done when |
|---|---|---|
| 1. Send the application form. | Partner | We confirm that we received it. |
| 2. Send the admission evidence. | Partner | We accept the first four requirements. |
| 3. Sign the partner agreement. | Partner and CVD Portal | Both parties hold a signed copy. |
Phase 2. Account setup, first week
| Step | Owner | Done when |
|---|---|---|
| 4. Register a CVD Portal account with your work email. | Partner owner | You can sign in. |
| 5. Enable the partner account. | CVD Portal | The Partner Console opens at cvdportal.com/partner. Each ADMIN user gets a welcome email with the signup link, the partner level and the first steps. |
| 6. Invite each team member with a separate work email. Give the ADMIN role to each person who works in client workspaces, because the Partner Console and partner seats need it. | Partner owner | Each person signs in. People who do no client work have a lower role. |
| 7. Check console access and set the notifications. | Partner owner | The Start here checklist is complete. |
| 8. Send your logo as an https address. Tell us if the logo is made for a dark background. | Partner | The logo shows on your signup page. |
Phase 3. Training, first month
| Step | Owner | Done when |
|---|---|---|
| 9. One person passes the Partner Academy exam. | Partner | Your level is Qualified after the next monthly calculation. |
| 10. Each consultant who does client work completes CRA for Manufacturers. | Partner | Each consultant holds the certificate. |
| 11. Run the tabletop exercise inside your team. | Partner | You can lead it with a client. |
Phase 4. First client
| Step | Owner | Done when |
|---|---|---|
| 12. Register the prospect. | Partner | The registration is approved and the 90-day lock runs. |
| 13. Agree the responsibilities with the client. | Partner and client | You keep a written record. Use step 3 of Start here. |
| 14. Create the client workspace, or send your signup link. | Partner | The client administrator sets a password. The activation link is valid for 7 days. |
| 15. Set the billing mode for the client. | Partner | The client row shows Client direct or Partner invoiced. |
| 16. Do the first product work on a partner seat. | Consultant | The product has a classification and an assessment. Use Product compliance. |
| 17. Ask for a directory listing. This step is optional. | Partner | Your listing shows on cvdportal.com/partners. |
What you may say about CVD Portal
- Call yourself a "CVD Portal partner" only after you sign the partner agreement.
- The Partner Academy certificate certifies a person. It does not certify your company, and it is not an accreditation.
- CVD Portal prepares Article 14 reports. A person whom the manufacturer authorises files them on the ENISA Single Reporting Platform. The manufacturer stays responsible for the report.
- Write "authorised representative" in full. On the ENISA Single Reporting Platform, "AR" means Assigned Representative, which is a different role. Under Article 18(1), a manufacturer may appoint an authorised representative. The appointment is optional.
- Take data location claims from Security and data protection. Customer data is stored in Germany. Optional AI features send text to AI providers outside the EU/EEA. Do not tell a client that all processing stays in the EU.
- Take plan and price claims from cvdportal.com/pricing. Article 14 report preparation is not in the Free plan.
- Name a client in public only with the written permission of that client.
Data protection
The client owns the client workspace and the client data. The client sees each partner seat and can revoke it. Each change on a partner seat goes into the client audit log under your name.
Each client accepts the CVD Portal Terms of Service when the client administrator sets a password. You cannot accept them for a client.
Tell each client that Porta Regulus B.V. operates the platform and processes the client data. The Trust page lists each subprocessor and its region. Your own contract with the client covers the work that you do in the client workspace.
Support
Send questions about the partner account, the logo, the directory listing and your level to support@cvdportal.com. We review a deal registration normally within two business days.
Completion checklist
- Admission evidence accepted.
- Partner agreement signed.
- Partner Console opens for each ADMIN user.
- Notifications set.
- Logo shows on the signup page.
- One Partner Academy certificate held with the email of a CVD Portal user.
- Each consultant holds the CRA for Manufacturers certificate.
- First client activated, with the billing mode set.
Continue with Start here.