How to add/delete users

To Add a new user, please follow the steps below:

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.

Second, the new user goes to the client login page: https://crm.mymedleads.com/login.aspx

1. Click the Reset Password link to have an email sent to you to set up a permanent password only you know.
2. Log in to MyMedLeads for the first time with your permanent password. (User Name is your email address.)

To delete a user, please follow the steps below:

1. From within the MyMedLeads application, go to Preferences > Manage Staff/Location
2. Click “Delete” next to the user
3. MyMedLeads will prompt you to reassign the user’s leads to a live user
4. The lead itself will not be affected in any other way. All history will be preserved.