Activate Your Monday.com Account
Accept your monday.com invitation and create your account on the Direct Meds workspace.
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Activate Your Loom Account
Accept your Loom invitation and join the Direct Meds team.
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Activate Your Lucid Chart Account
Accept your invitation to join the Direct Meds account in Lucid.
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Activate Your Everflow Account
Accept your Everflow invitation and create your account.
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Activate Your Canadian Portal Account
Accept your Canadian Portal invitation and create your account.
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Set Up Firefox (Auto-Clearing Browser)
Install and configure Firefox to automatically clear all data when closed. Used only for placing customer orders.
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Activate Your Qualiphy Account
Activate your Qualiphy account for the first time by accessing your invitation email and completing account setup.
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Install the Five9 Softphone
Install the Five9 Chrome extensions and desktop adapter, then configure the softphone for first-time use.
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Set Up Zoho One
Activate your Direct Meds Zoho One account and enable Two-Factor Authentication using your authenticator app.
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Set Up Direct Meds Portal
Create your Direct Meds Portal account and enable Two-Factor Authentication to secure access to internal systems.
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Install Google Authenticator
Install Google Authenticator and learn how to add 2-factor codes. You will use it for Google, Zoho, and Portal sign-ins.
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Set Up Your Direct Meds Google Account
Activate your Direct Meds Google account for the first time, including your password and required two-factor authentication.
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Activate Your MDI Account
Activate your MD Integrations account, including accessing your invitation email and completing secure login verification.
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Activate Your Five9 Account
Activate your Five9 account for the first time: sign in, change your password, and set your security questions.
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Install Google Chrome
Install Google Chrome and set up a dedicated work profile so your Direct Meds systems stay separate from personal browsing.
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More guides are added regularly — check back for updates.