How to add a new Firm User in the Eternal Pro Dashboard?

To add a new administrator user within your Eternal Pro Dashboard:

  • Login to your Eternal Dashboard
  • Click  [+ New]  in the top Nav bar, then User
  • Enter a unique Username
  • Enter the Administrator's Email Address
  • Change the Role dropdown to Administrator
  • Click the  Add User  button

This will send an email invitation to the new Administrator.

Please note, Administrators can access and change firm and client data.

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