Help Center
User management
Roles, permissions, branches and shared assignments.
Roles and permissions explained
ImmiPractice has seven built-in roles: Business Admin, Branch Manager, Manager, Receptionist, Calling Team, Filing Team and Accounts Team. Each role decides wh…
Read →Set up and manage branches
Every ImmiPractice business starts with a Head Office branch. The Business Admin can add more branches at no extra cost. Each branch’s leads, cases and team ar…
Read →Customize role permissions (overrides)
In ImmiPractice, the Business Admin can change what any role can do for their own business. Open Team → Roles & Permissions, tick or untick permissions in a ro…
Read →Assign more than one team member
In ImmiPractice, every lead, case, task and appointment keeps one primary assignee and can also have additional team members (called “Also Attending” on appoin…
Read →