{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "ui/templates/components/firm_admin_navigation_v2.html" %}

Firm Admin Bulk Onboarding

Import Partner / Manager / Staff

Upload the Excel template to create user accounts, map roles and branches, create/link employee masters and generate invite links in bulk.

Back to Users
{% if flash %}
{{ flash }}
{% endif %}

1. Download template

The template includes role values, sample rows and your active firm's branch list.

Download Excel Template

2. Upload completed file

Allowed roles: partner, manager, staff. Manager will be assigned your existing Branch Manager role.

Important

Do not keep the sample rows unless you want them imported. Email and employee code must be unique. If email sending fails, the fallback invite links will still be shown after import.

{% endblock %}