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
Open invitation email
Click "Set Up Password" button
Browser opens account setup page
Method B: Copy/Paste URL
Locate full URL in email (below button)
Copy entire URL
Paste into browser address bar
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:
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:
Click in "Password" input field
Type your chosen password meeting all requirements
Click eye icon (👁️) to toggle visibility (optional)
Confirm Password Field:
Click in "Confirm Password" input field
Re-type the exact same password
System validates both passwords match
Step 5: Create Account
Verify all password requirements satisfied
Confirm both password fields match
Click "CREATE ACCOUNT →" button
System Processes:
Validates password meets all requirements
Validates passwords match
Creates account in Atra RMS
Expires invitation link
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