Account Setup Guide

This section guides new users through the account activation process after receiving an invitation email.

Invitation Email Overview

The invitation email contains:

Header:

• Subject: "Invitation to Join Atra RMS"

• Sender: Atra

Body:

• Welcome message

Primary Action:

• "Set Up Password" button (teal)

• Clicking opens account setup page in browser

Alternative Access:

• Full invitation URL provided below button

• Format: https://atra.atreyo.io/invite?token=...

• Use if button doesn't work (copy and paste into browser)

Expiration Notice:

• Invitation valid for 24 hours from the time you are invited.

• After 24 hours, link becomes invalid.

• Must request new invitation from organization administrator or the person who invited you.

---

Account Setup Steps

Step 1: Click Setup Link

Method A: Click Button

1. Open invitation email

2. Click "Set Up Password" button

3. Browser opens account setup page

Method B: Copy/Paste URL

1. Locate full URL in email (below button)

2. Copy entire URL

3. Paste into browser address bar

4. Press Enter

---

Step 2: Account Setup Page

The Account Setup page allows you to create a password for your new Atra RMS account.

---

Step 3: Password Requirements

Your new password must meet all of the following security requirements:

Mandatory Requirements:

Additional Restrictions:

❌ Cannot start with hyphen (-): -MyPassword1! is invalid
❌ Cannot contain parentheses ( ): MyPass(word)1! is invalid

Password Examples:

✅ Valid Passwords:

• SecurePass123!

• W0rk@Home2025

• MyStr0ng#Pass

• $ecure123Work

❌ Invalid Passwords:

• password (no uppercase, number, or special char)

• Password1 (no special character)

• PASSWORD1! (no lowercase)

• -Password1! (starts with hyphen)

• Pass(word)1! (contains parentheses)

• Pass1! (too short, only 6 characters)

---

Step 4: Enter Password and Confirm Password

Password Field:

1. Click in "Password" input field

2. Type your chosen password meeting all requirements

3. Click eye icon (👁️) to toggle visibility (optional)

Confirm Password Field:

1. Click in "Confirm Password" input field

2. Re-type the exact same password

3. System validates both passwords match

---

Step 5: Create Account

1. Verify all password requirements satisfied

2. Confirm both password fields match

3. Click "CREATE ACCOUNT →" button

System Processes:

1. Validates password meets all requirements

2. Validates passwords match

3. Creates account in Atra RMS

4. Expires invitation link

5. Sends confirmation email

Success:

• Account created successfully

• Confirmation email sent to your address

Error:

• If validation fails, error message displays

• Correct the issue and try again

       

---

Account Creation Success Email

Shortly after account creation, you'll receive a confirmation email.

Email Contents:

• Subject: "Atra RMS Account Creation Successful"

• Confirmation message

• "Go to Atra RMS" button linking to login page

• Backup URL for login page

Purpose:

• Confirms account is active and ready

• Provides easy access to login page

• Serves as confirmation record

---

Important Notes on Expiration

⏰ 24-Hour Validity:

The invitation link is valid for 24 hours from the time you are invited.

After 24 Hours:

• Link expires automatically

• "Invitation link has expired" page displays

• Cannot complete account setup with expired link

✅ Post-Setup Expiration:

Once you successfully set up your password:

• Invitation link expires immediately

• This prevents reuse of the invitation

• Security measure to protect your account

---

Invitation Expired 

If you try to access an expired invitation link, you'll see:

Message:

"Invitation link has expired"

Common Reasons:

Time Limit: 24 hours passed since invitation was sent

Next Steps:

If Account Already Created:

• Click "Sign In" link

• Go to login page

• Use your email and password

If Account Not Yet Created:

• Contact the person who invited you

• Request a new invitation email

• Complete setup within 24 hours of new invitation

---

Login Page Guide

The login page is your entry point to the Atra RMS platform.

Accessing the Login Page

Direct URL:

https://atra.atreyo.io/login

From Emails:

• Click "Go to Atra RMS" button in any system email

• Backup URL provided in emails

---

How to Log In

[INSERT SCREENSHOT: Login_Form.png]

Step 1: Enter Email

• Click in "Email" field (📧)

• Type your registered email address

• Example: user@rms.in

Step 2: Enter Password

• Click in "Password" field (🔒)

• Type the password you created during setup

• Click eye icon (👁️) to toggle visibility (optional)

Step 3: Log In

• Click "LOG IN →" button (teal)

• System validates credentials

• If valid, redirects to Atra RMS overview page

---

Troubleshooting Login Issues

Problem: "Invalid Password" Error

Solutions:

• ✅ Verify email is correct (check for typos)

• ✅ Ensure password is correct (check Caps Lock)

• ✅ Use "Forgot password?" if password unknown

---

Problem: "User Not Found"

Solutions:

• ✅ Verify account setup was completed

• ✅ Check if invitation expired before setup

• ✅ Contact administrator to verify invitation was sent

• ✅ Request new invitation if needed

---

Need Help?

Forgot Password?

• Click "Forgot password?" link below login button

• Initiates password recovery process

• See Password Recovery Guide section

Contact Us:

• Click "Contact Us" link at bottom

• Opens Contact Us forml

• Atreyo Research and Development LLP

---