# Account Setup Guide This section guides new users through the account activation process after receiving an invitation email. #### Invitation Email Overview [![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/image.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/image.png) 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. [![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/IAVimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/IAVimage.png) --- ##### Step 3: Password Requirements Your new password must meet all of the following security requirements: Mandatory Requirements:
Requirement Description Example
Length Minimum 8 characters MyP@ssw0rd (10 chars ✓)
Lowercase At least one lowercase letter (a-z) myPassword1! ✓
Uppercase At least one uppercase letter (A-Z) MyPassword1! ✓
Numeric At least one number (0-9) MyPassword1! ✓
Special Character At least one symbol (!@#$%^&\*) MyPassword1! ✓
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 [![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/2COimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/2COimage.png) 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 [![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/HFLimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/HFLimage.png) 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. [![image.png](https://docs.atreyo.in/uploads/images/gallery/2026-04/scaled-1680-/t5Aimage.png)](https://docs.atreyo.in/uploads/images/gallery/2026-04/t5Aimage.png) #### 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 ---