How to Create and Set Up Your Medara Account

This guide walks you through the full Medara onboarding process, from creating your account to claiming and managing a company profile. Completing these steps ensures your profile is fully activated and unlocks collaboration, discovery, and visibility across the Medara ecosystem.

Step 1: Create Your Account

Start by selecting Sign Up on Medara.

You can create an account using:

  • Google
  • Microsoft
  • Email and password

Enter your basic information and accept the Terms & Conditions and Privacy Policy to continue.

Step 2: Select Your Primary Industry

Choose the primary industry you work in:

  • Biotech
  • Healthcare
  • Life Science
  • MedTech
  • Pharma

This selection helps Medara tailor discovery results, recommendations, and collaboration opportunities to your space.

Step 3: Select the Markets You Specialize In

Next, select the markets you specialize in. You can search and select up to 10 markets.

These selections signal where you have domain expertise and improve how you appear in search results and matches.

Step 4: Select the Areas You Actively Contribute In

Choose the functional areas where you actively contribute, such as:

  • Engineering
  • Product Design
  • Manufacturing
  • Quality
  • Regulatory
  • Commercial functions

You can select up to 10 areas. This helps Medara understand how you add value within your market.

Step 5: Choose Your Primary Objective for Using Medara

Select up to three primary objectives, such as:

  • Finding freelance or project opportunities
  • Hiring experts, teams, or vendors
  • Showcasing your expertise
  • Building your professional network
  • Marketing products or services
  • Discovering investment opportunities

Your objectives help personalize your dashboard and recommendations.

Step 6: Import Your LinkedIn Details (Optional)

You can optionally connect your LinkedIn account to:

  • Save time completing your profile
  • Automatically associate you with your company
  • Improve discovery and collaboration matches

You’ll be able to review and edit all imported details before continuing.

If you skip this step, you can manually enter your information next.

Step 7: Complete Your Professional Profile

Enter or confirm:

  • Professional title
  • LinkedIn profile URL
  • Location

A complete profile improves credibility and increases your visibility across Medara.

Step 8: Connect to Your Company

Search for your company by name.

  • If your company already exists, select it to connect
  • If it does not exist, choose Create a new company profile

This step links your personal profile to your organization.

Step 9: Add Company Details (If Creating a New Company)

If you’re creating a new company profile, you’ll be guided through entering:

  • Company name
  • Website URL
  • LinkedIn company page
  • Company type
  • Your job title

This establishes the foundation of your company presence on Medara.

Step 10: Add a Company Logo and Cover Banner

Upload:

  • A company logo (square image recommended)
  • A cover banner (wide image recommended)

These assets appear on your public company profile and throughout the platform.

Step 11: Verify Your Company Association

To verify your connection to the company:

  • Enter your company email address
  • Receive and submit a 6-digit verification code
  • Select your role at the company (e.g., Admin, Member)
  • Confirm your job title

Admin roles require additional approval before full access is granted.

Step 12: Claim Your Company Profile

Once verified, you’ll be prompted to claim the company profile.

Claiming a profile allows you to:

  • Manage company information
  • Access analytics and engagement insights
  • Receive direct leads
  • Collaborate directly with customers and partners

Step 13: Verify Your Phone Number

To complete the claim process, enter and verify your phone number. This step helps ensure platform integrity and secure company ownership.

Step 14: Complete User Guide Tasks

After onboarding, Medara will guide you through recommended setup tasks such as:

  • Completing your profile
  • Saving discoveries
  • Creating custom lists

Completing these steps unlocks full platform access and improves your experience.

Step 15: Admin Approval (If Applicable)

If you requested Admin access for a company:

  • Your request will be reviewed by Medara
  • You’ll see a Pending status until approval is granted
  • You’ll receive a notification once approved

Step 16: Edit and Complete Your Company Profile

Once approved, you can edit your company profile to complete required fields, including:

  • Company bio
  • Primary industry
  • Business functions
  • Customer types
  • LinkedIn URL

When all required fields are complete, submit the profile for final approval.

You’re All Set

Once approved, your company profile will show as Verified, and you’ll have full access to:

  • Editing and managing your company presence
  • Discovery and collaboration tools
  • Messaging and connections
  • Platform insights and opportunities

If you run into any issues during setup, contact Medara Support for assistance.