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New Empath Partner - Onboarding Call: What to Expect - Watch Video
Objective
This KB outlines what you can expect during your onboarding call as a new Empath Partner. It also covers your first few weeks post-onboarding and summarizes what resources are available to you as an Empath Partner
Key Steps
1. Initial Login Preparation 1:51
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Log into Empath at least once before your onboarding call.
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Use the email invite to access the platform.
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Remember, Empath is a passwordless system; a code will be sent to your email for login.
2. Whitelist Empath Domain 2:55
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Ensure that you whitelist
app.empathmsp.comin your browser settings. -
This is crucial to prevent tracking cookie blockers from interfering with the platform's functionality.
3. Schedule Your Onboarding Call 3:30
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Use the link provided by your sales rep or the system to book your onboarding call.
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Be aware of the available hours: Monday to Friday, 8 AM to 5 PM Eastern U.S. Time.
4. Communicate Scheduling Conflicts 4:20
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If the available times do not work for you, contact your sales rep or use the help chat in Empath to request alternative scheduling.
5. Prepare for the Onboarding Call 5:00
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Gather information about your purchased licenses and ensure you have a user added for each license.
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Think about your existing ticketing system and documentation tools to share during the call.
6. Conduct the Onboarding Call 8:01
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During the call, expect to cover:
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Adding users to your account.
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Understanding roles and permissions in Empath.
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Creating groups for tracking learning and reporting.
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7. Follow-Up Actions Post-Onboarding 12:11
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After the onboarding, you can start using Empath independently.
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Schedule additional calls if needed for further training or support.
8. Utilize Support Resources 13:01
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Use the chat bubble in the corner of the platform for direct support.
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Attend the recurring herd meetup for product updates and Q&A.
Cautionary Notes
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Ensure that your browser settings do not block essential functionalities of the Empath platform.
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Be proactive in scheduling your onboarding call to avoid delays in your training process.
Tips for Efficiency
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Log into Empath and familiarize yourself with the interface before the onboarding call.
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Prepare a list of questions or topics you want to discuss during the onboarding to maximize the effectiveness of the session.
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Encourage your team to whitelist the Empath domain to ensure everyone can access the platform without issues.