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GUIDE
Getting Started with Beth
A step-by-step guide to setting up your account and onboarding your first client.
Welcome to Beth! This guide walks you through everything you need to know to get started delivering compliance services to your clients. Most partners complete these steps within their first week.
1Set Up Your MSP Account
- Log in to the Partner Portal
- Complete your organization profile
- Configure your white-label branding (logo, colors, domain)
- Set up your billing preferences
2Complete Partner Training
- Watch the platform overview video (15 minutes)
- Complete the compliance fundamentals module
- Review the client onboarding workflow
- Take the certification quiz
3Add Your First Client
- Create a new workspace for your client
- Invite the client admin to their portal
- Start a compliance conversation through Beth's AI chat
- Run the first gap analysis — no integrations needed
4Launch Their Compliance Program
- Review gap analysis results and prioritize remediation
- Generate and customize policies for their specific needs
- Set up employee portal access and assign tasks
- Connect systems when ready for automated evidence collection