Granting Access to Another Person to Your LeadsRx Account

You can grant access to another person who can either have full read/modify access to your account, or read-only access.

Granting Access

1. Using the drop-down menu under the gear icon at the top right of any page, select ACCOUNT. 
2. On the next page, select the tab for USERS on the left.
3. Click ADD NEW USER to grant permission to another individual and provide the requested information for first name, last name, and email address.
4. Select the type of access you want the person to have.
   • REPORTS ONLY gives them read-only access, and the individuals will not be able to make changes to the account.
   • ADMINISTRATOR gives the individual full access including the ability to add touchpoints, conversions, cost data, etc.
   • PRIMARY OWNER results in the individual becoming the account holder responsible for billing and other matters. There can only be one Primary Owner, so selecting this option will remove the current Primary Owner.
5. Click SAVE.