{% extends "base.html" %} {% load static %} {% block title %}Invite User - {{ organization.name }}{% endblock %} {% block extra_css %} {% endblock %} {% block content %}

Invite New Team Member

Add a new user to {{ organization.name }}

Back to Team
Team Size
{{ current_users }} / {% if max_users == -1 %}∞{% else %}{{ max_users }}{% endif %} users
{% if max_users != -1 %}
{{ current_users }} of {{ max_users }}
{{ remaining_slots }} slot{{ remaining_slots|pluralize }} remaining {% if remaining_slots <= 2 %} Upgrade Plan {% endif %}
{% else %}

Unlimited users on your current plan

{% endif %}
User Information
{% csrf_token %} {% if form.non_field_errors %}
{{ form.non_field_errors }}
{% endif %}
{{ form.email }} {% if form.email.errors %}
{{ form.email.errors }}
{% endif %} If this email exists in the system, we'll add them to your organization. Otherwise, a new account will be created.
{{ form.first_name }} {% if form.first_name.errors %}
{{ form.first_name.errors }}
{% endif %}
{{ form.last_name }} {% if form.last_name.errors %}
{{ form.last_name.errors }}
{% endif %}
{% for value, label in form.role.field.choices %}
{% if value == 'ADMIN' %} Full Access Manage Users Settings {% elif value == 'ACCOUNTANT' %} Create Transactions Edit Transactions View Reports {% elif value == 'STAFF' %} Create Transactions Manage Contacts {% elif value == 'VIEWER' %} View Only View Reports {% endif %}
{% endfor %}
{% if form.role.errors %}
{{ form.role.errors }}
{% endif %}
Cancel
How it works
  • If the email already exists in the system, the user will be immediately added to your organization
  • If it's a new email, we'll create a new account with a temporary password
  • The user will be able to login immediately with their email and password
  • In production, users will receive an invitation email with setup instructions
{% endblock %} {% block extra_js %} {% endblock %}