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How to add a client in Empath Grow

Create a client organization, allocate seats, and invite their team.

Each client you add becomes its own organization inside Empath that you manage. Its members draw seats from your Grow pool and see only the content you give them.

Before you start

  • Grow must be enabled. See How to enable Empath Grow.
  • Decide whether this client is on Grow or Grow Lite. A client is entirely on one plan. See Grow vs Grow Lite.
  • Have the name and email of the person at the client who will own their organization. This email must not already be in use on another Empath account.

Steps

  1. Go to Admin > Grow and select Add Customer.
  2. Enter the Customer Name, Owner Name and Owner Email.
  3. Optionally, under Content, choose Select Content to pick courses and pathways your team built, or premium catalogs you own. This content is automatically assigned to the client's users.
  4. Under Choose this client's plan, pick Grow or Grow Lite.
  5. Set the Number of seats and any Add-ons.
  6. Optionally, under Add members, upload a CSV with name and email columns to invite the client's people right away. Use Download CSV template for the format.
  7. Review the total. If your pool covers the seats, you see No new charge and the button reads Confirm & Allocate Customer. If not, you see how many seats come from your pool and how many will be purchased.
  8. Confirm. Empath creates the client organization and emails the owner an invite.

After the client is created

  • The owner becomes the client's Manager. They should open the invite and choose Sign in, not Sign up.
  • Select the client on your Grow dashboard to open its page, where you invite members, allocate premium catalogs, assign content, and see progress.

Good to know

  • Each client is a new organization. An existing Empath account can't be converted into a Grow client.
  • Editing a client's details after creation isn't available yet. To change a client's plan or remove a client, contact support.