Invite Users and Onboarding Troubleshooting

Inviting Users to Your Archera Organization

To invite users to your Archera account, follow these steps:

1. Click on the selection arrow next to your organization name
2. Click on "Organization Settings"
3. Click on "Users"
4. Click on "Invite Members"
5. Enter the email address for the user you wish to invite
6. Click "Submit"

Onboarding Troubleshooting

If you are an invited user and are stuck in onboarding or your organization looks incorrect:

Verify the Invite

Ask the sender or admin of the Archera organization if the invite has been sent. You can check the settings page to confirm.

Email Address Issues

If the invite was sent to an alias or secondary email address instead of your primary account email, the connection may not work properly. In this case:

• Request a new invite to your primary email address
• Do not attempt to sign in with another email address, as this will not link you to the account
• If you've already created an account with the wrong email, contact support to remove the incorrect account

Related Resources

• How do I remove or add a user to my Archera account?
• Settings & Integrations - Section Overview