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System Admin ยท Firm Creation Wizard

Create a new firm, primary branch, primary Firm Admin and optional default financial year in one controlled flow.

Tenants
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1. Firm details

These are platform-level firm/tenant details controlled by System Admin.

2. Primary branch

The wizard creates the head office branch and basic branch settings.

3. Primary Firm Admin

This user gets the Firm Admin role and an invite link to set password.

4. Default financial year

Optional. Firm Admin can also manage financial years later from System Settings.

Cancel
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