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Administration

Inviting a New User

CenterAdminUpdated Jul 26, 2026

Overview

Add staff to Seniorverse from Center > Users. When you add a user you choose an account Type, enter their details, and set their access. Seniorverse offers two account types:

  • Self — you invite the person by email. They receive an invitation and manage their own login and password.
  • Center — you create a center-managed login by setting a name, username, and password yourself. No email is sent; you share the credentials with the user.

Before You Begin

  • You need permission to invite users (the Center:User:Invite scope, or full center access).
  • For a Self account, have the person's email address ready.
  • For a Center account, decide on a username and a password that meets the requirements (at least 8 characters with an uppercase letter, a lowercase letter, a number, a symbol, and no spaces).
  • Know what Position, permissions, and Task Roles the person needs.

Steps

Step 1: Open Center > Users

Select Center from the navigation, then Users. The Users table lists everyone with access to your center.

Center Users page

Step 2: Select Add User

Choose Add User to open the invite panel.

Add User button on the Users page

Step 3: Choose the account Type

Under Type, select Self or Center:

  • Choose Self if the person will manage their own login and can receive an email invitation.
  • Choose Center to create a center-managed login yourself.

Type selector showing Self and Center

Step 4: Enter the user's details

  • For a Self account, enter the person's Email.
  • For a Center account, enter the Name, Username, and Password.

Then choose a Position from your center's list. Position is a job-title label; it is optional unless your center requires it.

User details fields for the selected account type

Step 5: Set permissions and Task Roles

In the Permissions section, set the user's access — either Super Access or per-app Full Access / Limited Access with specific scopes. In the Task Roles section, choose which care tasks they can work on. For detail, see Setting User Permissions and Managing User Roles.

Note: The Super Access toggle appears only for Self accounts and only when you have Super Access yourself.

Permissions and Task Roles sections in the invite panel

Step 6: Add the user

Select Add User to finish:

  • Self accounts receive an email — "You've been invited to [your center] on Seniorverse!" — with a link to sign in or set up their account.
  • Center accounts are ready immediately; share the username and password securely with the user.

The new person then appears in the Users table.

Screenshot coming soon — New user shown in the Users table

Tips

  • Prefer Self accounts when you can. The person manages and resets their own password, which reduces your admin work.
  • Store Center credentials safely. For center-managed accounts, keep the username and password somewhere secure in case the user needs them again.
  • Grant the least access needed. Start with Limited Access scopes and add more later rather than defaulting to Super Access.
  • Set Position, permissions, and Task Roles together. They are separate settings — a Position label alone does not grant any access.

Troubleshooting

Problem Solution
The Add User button is missing You need the Center:User:Invite scope (or full center access). Ask an administrator to grant it.
The Add User button stays disabled Complete the required fields: an email for a Self account, or a name, username, and password for a Center account (plus a Position if your center requires one).
A Self invite email did not arrive Check the spam or junk folder and confirm the email address has no typos.
A Center account password is rejected Passwords must be at least 8 characters and include an uppercase letter, a lowercase letter, a number, and a symbol, with no spaces.
The email address is already in use That person already has access to this center. Edit their existing entry instead of inviting again.