When to Take Training - Our Recommendations

A common question we hear is, “When should we take Archer training?” The answer depends on your goals, role, and timing—but these recommendations can help you plan the right training path for your organization’s Archer journey.

If you’re new to Archer—or adding new team members—start with the free Getting Started with Archer course. It provides a high-level overview of the training portfolio, Community documentation, Archer basics, navigation, and search.

For leaders shaping your Archer implementation, Archer Business Owner Essentials is a strong choice. Teams of up to 10—or larger groups—can also work with us and your account manager to schedule a dedicated session. Delivered to one team, this course often becomes a practical workshop: participants align on shared use cases, define an implementation path, and review the Archer components they purchased as delivered out of the box. We recommend taking this course before configuration begins so teams can start small, identify quick wins, and understand what works without additional configuration.
 

For admins—the people configuring fields, layouts, notifications, data feeds, and other behind-the-scenes settings—Archer Admin Essentials and its follow-on courses remain the go-to training path. View the live schedule here, or consider self-paced, on-demand courses if multi-day sessions are difficult to schedule or you prefer learning at your own pace. If configuration has not started, train admins early so they can contribute actively and confidently from the beginning.

View the full Archer Training Catalog.

Each course name links to a full description. To enroll, log in to the learning portal using these instructions, then visit the Store to add courses to your learning dashboard. If you have pre-purchased training credits, contact our team for registration help. Credit card purchases can be completed directly in the learning portal.

Have questions? We’d love to help. Contact our team directly.