📍 Navigate to: Sidebar → Team → Team Members
Adding Team Members (5 Steps)
Step 1 — Coworker creates a free account (REQUIRED FIRST)
Your coworker must register at app.deepcura.com/register before you can invite them. No credit card needed. If you skip this step, the invite will fail silently and no email will be sent.
Step 2 — Initialize departments (first time only)
The first time you visit Team Members, click "Initialize Default Departments and Become Admin." This creates four departments: Medical Staff, Administrative, Billing & Finance, and IT & Support. You become the workspace admin and manager of all four. You can rename, delete, or add departments later. If you don't see an "Add Members" button, you haven't initialized yet.
Step 3 — Invite from inside a department
Click a department card → Add Members → Invite New Member → enter the email they registered with → Send Invite Email. You can also share the Registration Link shown on the page — copy and text it to your coworker directly.
Step 4 — Choose a permission level
- Admin — Full control (workspace settings, billing, all notes). Best for office manager or co-owner.
- Full Access — View and edit all notes. Best for providers and senior staff.
- Limited Access — Only specific notes/templates shared with them. Best for part-time or rotating staff.
- Read Only — View only, no editing. Best for billing reviewers or auditors.
Step 5 — Coworker accepts
They log into DeepCura, see a "Pending Invitations" banner on their dashboard, and click Accept. They're automatically added to the department you assigned.
Departments
Default departments: Medical Staff, Administrative, Billing & Finance, IT & Support. Created when you initialize.
Custom departments: Click "Create Department" to add your own (e.g., Front Desk, Lab, Referral Coordinators). Each department gets its own team messaging channel automatically.
Department managers can invite and remove members within their department but cannot create departments or manage billing. Only admins can do that.
Multiple departments: Team members can belong to more than one department.
What's Free
Viewing, editing, and printing notes, team messaging, task management, and schedule management are all free. Only AI features (AI Scribe, AI Chat, AI Receptionist) use credits.
Troubleshooting
Invite email not received? Most common cause: your coworker hasn't created a free account yet at app.deepcura.com/register. Register first, then invite. Also check spam. Alternative: share the Registration Link from the Team Members page directly.
Can't find "Add Members"? Click "Initialize Default Departments" first. The button only appears inside department cards.
Can't see the Departments tab? Only workspace admins see it. If you were invited to a workspace, ask your admin.