Firm Admin Wizards & Setup Shortcuts

These cards link to existing setup screens and focused Firm Admin onboarding flows. They do not remove the existing system settings screens.

Add Partner

Create partner user, link employee master and generate invite.

Open
Add Manager

Creates user with Branch Manager role.

Open
Add Staff

Create staff user, employee master and invite link.

Open
{% for wizard in wizards %}
{{ wizard.title }}

{{ wizard.desc }}

Open
{% endfor %}