{% extends "ui/templates/base/layout.html" %} {% block content %} {% set data = form_data if form_data is defined and form_data else {} %}

Firm Admin User Onboarding

Add {{ role_config.label if role_config else 'Firm User' }}

Create the user account, assign branch and role, create/link employee master, generate invite link and attempt invite email.

Back to Users
{% if not tenant_id %}
Active firm context was not found. Please select/open a firm context before adding users.
{% elif not branches %}
No active branch is available for this firm. Create a branch first, then add Partner / Manager / Staff.
{% elif not role_config %}
Invalid onboarding role.
{% else %} {% if flash %}
{{ flash }}
{% endif %}
The system will generate an invite token and show the fallback invite link after saving. The user will set their own password from that link.
Cancel
{% endif %}
{% endblock %}