{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "ui/templates/components/firm_admin_navigation_v2.html" %} {% 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 the appropriate profile, 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 / Consultant.
{% elif not role_config %}
Invalid onboarding role.
{% else %} {% if flash %}
{{ flash }}
{% endif %}
{% if role_key != 'consultant' %} {% else %} {% endif %}
The system will create the user and role mapping, generate an invite token and show the fallback invite link after saving. Consultants are created in the Consultant Profile master and are not added to the Employee/payroll master.
Cancel
{% endif %}
{% endblock %}