Archer Business Owner Essentials – Archer Community

Archer Business Owner Essentials is designed for business owners and advanced end users who have mastered basic Archer functions and want to deepen their skills—without moving into administrator‑level configuration. This course provides guided practice with advanced searching and reporting, data imports, widgets and dashboards, along with high‑level exposure to Advanced Workflow, access control, schedules, bulk actions, and advanced records management.

Business owners also learn how Archer translates business processes into actionable workflows, along with best practices for communicating design requirements and troubleshooting requests with administrators.

Although the course discusses some system configuration concepts, it does not include hands‑on configuration or administrator training. Learners seeking admin‑level skills should consider Archer Admin Essentials.

Note: Virtual lab exercises use a virtual on‑premises Archer instance, so all labs are completed in Archer Classic UX. The course also includes video demonstrations and screenshots of Archer Core UX where functionality differs.

Audience

Archer business owners and advanced end users who want to expand their skills but do not require administrator‑level training.

Delivery Options

This course is available in two formats:

Instructor‑Led (2 full consecutive days)
On‑Demand / Self‑Paced — includes up to one year of access to course materials and 20 runtime lab hours over a 4‑week lab window

Both formats contain the same content. Choose on‑demand if you prefer flexible pacing or cannot commit to two full days. Choose instructor‑led if you value live interaction and guided discussion.

Duration

2 Days (Instructor‑Led), or
~16 Hours of cumulative effort (Self‑Paced)

Cost

2000 Training Credits

Prerequisite Knowledge

Learners should already understand basic Archer concepts, such as those covered in Getting Started with Archer.

Learning Objectives

Upon completion, participants will be able to:

Use search tools to retrieve information
Navigate the Archer platform confidently
Edit and organize records effectively
Search and report on data with precision
Visualize insights using widgets, dashboards, and workspaces
Import data using Archer’s data import tools
Audit an Archer workflow from creation to close
Describe how process owners can use administrative features to automate or integrate business processes

How to Register

Clients & Partners

Visit https://id.archerirm.cloud
Sign in to your account.
Select Archer Academy to access the learning portal.
Search the training catalog for this course name and purchase it and add it to your learning dashboard.
If using training credits to cover the cost, please contact us for enrollment assistance.

Employees

Sign in through the OneLogin portal.
Launch Archer Academy.
Browse or search the training catalog for this course name and add it to your learning dashboard.

New to Archer Training?

Need an account before you can register? Access the Account Setup Instructions to get started and gain access to Archer Academy and its training resources.