Dan Phillips
2025-01-28 19:18:14

Adding Users in LeadsRx

Anyone who has administrator access to LeadsRx can add users as needed. LeadsRx is not sold on a "per seat" basis, so each user may have their own login. It is best practice to add users rather than use a shared email address.

How to add a user

  1. Using the settings icon at the top of any page, select ACCOUNT.
  2. Select the USERS tab.
  3. The ADD NEW USER option is at the top.
  4. Fill in the first name, last name, and email of the new user.
  5. Set the type of access as either REPORTS ONLY or ADMINISTRATOR.
  6. Click SAVE when you are finished and an email will be sent to the new user with instructions to log in and select a password.

 

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