---
title: V2 onboarding troubleshooting
description: "Troubleshooting guide for V2 onboarding issues, including the \"Session has expired\" error in the Vim extension."
---

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# V2 onboarding troubleshooting

## Common issues during V2 onboarding and how to resolve them.

Common issues that can come up during V2 onboarding, and how to resolve them. Jump to an issue:

- ["Session has expired"](https://knowledgebase.getvim.com/home/v2-onboarding-troubleshooting#session-has-expired)

---

## **Issue: "Session has expired"**

**Error message:** "Session has expired" appears in the Vim extension after V2 onboarding is complete.

![Vim Connect side panel in the EHR showing the error screen with a lock icon and a Reload Care Insights button](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-01.png)

*The error in the Vim Connect side panel*

## When it occurs

This error shows up once all of the following onboarding steps are done:

- The V2 account is activated and linked to V1 Console
- The Vim extension is installed
- The EHR is linked to V2 Console

Work through the two checks below in order. Most cases are resolved at Step 2.

## Step 1: Verify the V1 → V2 Console setup (Vim team)

1. Confirm the account was **manually activated in V1 Console** correctly.![V1 Console Activation State row reading Account is activated (manually)](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-02.png)*V1 Console › Activation State should read "Account is activated (manually)."*
2. Confirm the `new_platform_` account ID was added to V1 Console correctly.  
   **Note:** Use the account ID generated when the account was activated in **V2 Console**.![V2 Console Resulting account card showing the practice name and account ID with a copy button](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-03.png)***V2 Console:** copy the account ID under Resulting account.*![V1 Console EHR Identifier field containing new\_platform\_ followed by the account ID](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-04.png)***V1 Console:** the EHR Identifier is `new_platform_` followed by that ID.*

## Step 2: Check that the emails match (Vim team + Console owner)

Confirm the Console account owner logs in to the EHR with the **same email** they use for Console.

| **Console login** | **EHR login** |
| --- | --- |
| owner@practice.com | owner@practice.com |

*Example emails shown.* If they match, return to Step 1. If they differ, follow the fix below.

### If the emails differ

Have the Console owner invite the user with their **EHR email**:

1. Close all EHR sessions.
2. Close the Vim extension side panel on the right side of the screen.
3. In Console, invite the user with their EHR email using **either** option:
   
   **Option A:** Copy the **Invite team** URL from Console and open it in a new browser tab.
   
   **Option B:** Create a new **Member** user from the left-side panel:
   
   Open **Users**.![Console left-side navigation with Users selected under My Account](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-05.png)
   
   Select **Invite users**.![Console Users page with the Invite users button in the top right](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-06.png)
   
   Enter the user's **EHR email**, choose **Member**, then select **Send invitation**.![Invite users dialog with the email field filled in, Member selected as the default role, and the Send invitation button](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-07.png)
4. Close Console. The user follows the steps in the invitation email to accept the invite and activate their member account:
   
   Select **Accept Invitation** in the email.![Vim Connect invitation email with an Accept Invitation button](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-08.png)
   
   Select **Email me a 6-digit code**.![Invitation page with an Email me a 6-digit code button](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-09.png)
   
   Enter the code from the email (valid for 10 minutes).![Vim Connect verification code email showing a 6-digit code valid for 10 minutes](https://knowledgebase.getvim.com/hubfs/knowledge-base/v2-session-expired/v2-session-expired-10.png)
5. Close Console again, then log in to the EHR.

## Still seeing the error?

If both checks pass and the error persists, escalate to [#new-platform-support](https://getvim.slack.com/archives/C0C485H9A9L) with the account ID, the Console owner's email and the EHR login email.

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