To add a team member in ImmiPractice, open Team & Roles, add the person with their work email, choose one of the seven roles and their branch, and save. There is no password to set: they sign in with their email and a 6-digit code. The Business Admin can add anyone; Branch Managers and Managers can add and deactivate people in their own branch.
- Add people in Team & Roles with an email, a role and a branch — no passwords.
- Seven built-in roles; only the Business Admin sees all branches.
- Branch Managers and Managers can manage their own branch’s team.
- Deactivating a user ends access on their next request.
Who can add team members?
| Role | Can manage team members in |
|---|---|
| Business Admin | Any branch |
| Branch Manager | Their own branch |
| Manager | Their own branch |
| Receptionist, Calling Team, Filing Team, Accounts Team | — |
The Standard plan includes unlimited team members, so there is no seat count to manage.
How do I add someone?
- Open Team & Roles. Choose the option to add a team member.
- Enter their name and work email. The email is how they sign in, so use an address only they can read.
- Pick a role. Choose the role that matches their job (see the table below). You can change it later.
- Pick a branch. They will see that branch’s data only, unless they are a Business Admin.
- Save and tell them how to sign in. They go to https://app.immipractice.com/auth/login.php, enter their email and type the 6-digit code they receive.
Which role should I choose?
| Role | Sees | Typical use |
|---|---|---|
| Business Admin | Every branch, every module | Owner or principal consultant |
| Branch Manager | Own branch, all modules including Accounts | Runs an office |
| Manager | Own branch, all modules except Accounts | Senior consultant or team lead |
| Receptionist | Own branch’s leads only, never enrolled cases | Front desk |
| Calling Team | Leads and cases assigned to them | Callers and counsellors working the Calling queue |
| Filing Team | Cases assigned to them, in the Filing module | Case preparation |
| Accounts Team | Every case in their branch, Accounts and Enrollment | Fees, payments and invoices |
What happens when someone leaves?
Deactivate them in Team & Roles. Their access ends on their next request, and because there is no password, they have nothing left to sign in with. Their past notes and activity stay on the records they worked on. Reassign their open leads and cases to a colleague so nothing stalls.
Can several people work the same lead?
Yes. Leads, cases, tasks and appointments have one primary assignee plus optional additional team members, who see the record in their own lists and get notified. See assign multiple team members.
What happens next?
New users get bell notifications for records in their branch and for anything assigned to them. Next, configure your settings, or read more about roles and permissions.