To add a new secure client account within your Eternal Pro Dashboard:
- Login to your Eternal Dashboard
- Hover over the + New button in the top Nav bar, then click Add Client
- Enter a unique Username/Address
- Enter the client's Full Name
- Enter the client's Email Address
- Select either a Personal or Business plan
- Enter an optional Client Matter #
- Assign the client to an Admin
- Click the Add Client button
You can also import a spreadsheet list of clients in the Eternal Wizard:
- Login to your Eternal Dashboard
- Click Eternal Pro, then Eternal Wizard
- Follow the steps until you reach the "Next, add your clients screen"
- Click the Import Spreadsheet button
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