When to Take Training - Our Recommendations – Archer Community

The right time to take Archer training depends on your role, your goals, and where you are in your Archer journey. These recommendations can help you plan the best path for your team.

Getting Started

If you’re new to Archer—or onboarding new team members—begin with the free Getting Started with Archer course. It provides a high‑level overview of the training catalog, Community resources, platform basics, navigation, and search.

For Business Owners & Program Leaders

Leaders responsible for shaping your Archer implementation will benefit from Archer Business Owner Essentials.

Teams of up to 10 (or larger groups) can also schedule a dedicated session through Archer Academy and your account manager. Delivered to a single team, this course often becomes a hands‑on workshop where participants align on use cases, define an implementation path, and review the components purchased out of the box.

We recommend completing this course before configuration begins so your team can start small, identify quick wins, and understand what works without customization.

For Administrators

Admins who configure fields, layouts, notifications, data feeds, and other behind‑the‑scenes settings should follow the Archer Admin Essentials path and its related advanced courses.

You can choose between:

Instructor‑led sessions — view the live schedule here: Archer Training Schedule
Self‑paced/on‑demand courses — ideal if multi‑day sessions are hard to schedule or you prefer flexible learning

If configuration hasn’t started yet, train admins early so they can contribute confidently from day one.

Explore the Full Catalog

Browse all available courses in the Archer Training Catalog. Each course name links to a full description.

How to Enroll

To enroll in training:

Log in to the learning portal using these instructions: Training Portal Login
Visit the Store and add courses to your learning dashboard.

If You Have Training Credits

Contact Archer Academy before registering. We will enroll your students, apply the correct delivery format, and deduct credits from your organization’s balance. This ensures credits are used correctly and prevents accidental use by other departments.

If You’re Paying by Credit Card

Credit‑card purchases can be completed directly in the learning portal.

Need Help Planning?

We’re here to help you choose the right courses, plan timing, and make the most of your training credits. Reach out to the Archer Academy team anytime.