How do I set up new user accounts?

How do I set up new user accounts?

When you have a new hire, you can set up a new user account in MyMedLeads w/out having to contact Support.

First, a current MyMedLeads user does this in MyMedLeads:
  1. Go to Preferences> Manage Staff/Location
  2. Click Add User button in the User section (not the Provider section)
  3. Fill out all required info. Set up a temporary password but don't share it w/the new user

Second, the new user goes to https://www.mymedleads.com/.
  1. Click the Client Login button at top right of page
  2. Click the Reset Password link to have an email sent to you to set up a permanent password only you know.
  3. Log in to MyMedLeads at https://crm.mymedleads.com/ and log in for first time w/your permanent password.


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