Lesson 5.1 — Team Members & Hierarchy

Module 5, Lesson 1

Prerequisites: Lesson 4.9 — AI Marketing

Estimated time: 7 minutes

What You'll Learn

  • How to navigate the Team Members page and its three tabs
  • How to add team members to your workspace
  • How pending invitations work
  • How departments and organizational hierarchy function
  • The difference between billing seats and free team members

Team Members page with departments and permissions

The Team Members Page

The Team Members page is your central hub for managing everyone in your workspace. You find it in the left sidebar navigation. When you open it, you see a header banner showing the total number of active members, the number of departments you have created, and a tab navigation bar below.

The page organizes its functionality into three tabs, though not all are visible to every user:

  • Departments — visible only to admins, this tab lets you create and manage organizational departments, assign members to them, and view the organizational hierarchy tree.
  • Member Permissions — visible to all users, this tab displays every workspace member in a searchable table with their role, permission level, and join date. Admins can remove members or change permissions here.
  • Billing Seats — visible to billing admins and workspace admins, this tab manages which team members occupy paid billing seats and which are free collaborators.

Adding Team Members

To invite a new team member, use the invite functionality available from the Departments tab or the Member Permissions tab. Enter the email address of the colleague you want to add. If the person already has a DeepCura account, they receive an invitation to join your workspace. If they do not have an account yet, you see a prompt explaining that the colleague needs to create a free DeepCura account first before they can accept your invitation.

Once an invitation is sent, it appears in the Pending Requests section at the top of the page. This section is only visible when there are outstanding invitations. Each pending request shows the invitee's email and allows you to cancel the invitation if needed.

Departments

The Departments tab is the most powerful organizational tool on this page. When you first access it as an admin, you can initialize default departments or create custom ones from scratch.

Each department has:

  • A name and optional description
  • One or more managers — the person creating the department is automatically added as a manager
  • A list of assigned members with individual permissions

You can assign members to departments, set per-member permissions within each department, and remove members as needed. Departments help you organize large teams by specialty, location, or any structure that fits your practice.

Organizational Hierarchy

Below the department cards, admins see an Organizational Hierarchy visualization. This is a tree view that shows how your departments and members relate to each other. It provides a quick visual overview of your entire team structure without needing to click into individual departments.

Pending Requests

When team members have been invited but have not yet accepted, the Pending Requests panel appears at the top of the page. This panel shows each pending invitation and lets you approve or decline requests. Once a request is handled, the lists automatically refresh to reflect the current state.

Admin Privileges

Admins have a special Remove Admin button in the page header. This action strips your own admin privileges, but it is protected by safeguards. You cannot remove your admin status while you still have active workspace members or departments. You must remove all members and delete all departments first. This prevents accidentally leaving a workspace without an administrator.

Removing admin privileges means you lose the ability to manage departments and invite workspace members, but it allows you to be invited into other workspaces. This action cannot be undone without contacting DeepCura support.

Quick Tips

  • Use the search bar in the Member Permissions tab to quickly find specific team members in large teams.
  • Free team members get read and edit access at no cost — only providers who use AI features need a paid billing seat.
  • Department permissions are granular: you can give different access levels to different members within the same department.

Next: Lesson 5.2 — Roles & Billing Seats


Next Steps

Continue to Lesson 5.2 — Roles & Billing Seats