Permissions Reference

Overview

This reference lists the permission scopes that control what users can see and do in Seniorverse, grouped by module. Administrators assign permissions to each user per center from Center > Users. Use this reference to understand what each scope grants, to plan a user's access, and to troubleshoot why someone can or cannot reach a feature.

How Permissions Work

Seniorverse does not use per-feature "None / View / Edit / Full" dropdowns. Instead, each user is granted a set of scopes — a user either has a scope or does not. Where an action has different levels, those are separate scopes and the level is part of the scope name (for example, :View, :Edit, :Invite, :Delete, :Admin).

Access is resolved in three tiers:

Tier	What it grants
Full Access (account level)	A user marked with full access can do everything, in every module. This is the highest level, typically reserved for owners and top administrators.
Per-module full access (`{Module}:FullAccess`)	Grants everything within a single module. Each module also has a `{Module}:Limited` grant that makes the module accessible; the module appears in a user's module card when they have either `FullAccess` or `Limited` for it.
Granular scopes	Individual capabilities, listed in the tables below. A user sees a page or feature only if they hold the required scope (or a higher tier above).

A user with no scopes for a module cannot open it, and pages within a module are hidden when the user lacks the scope for that page.

The six modules are: Care, Reception, Outreach, Reports, Center, and Billing. Each supports {Module}:FullAccess and {Module}:Limited (for example, Care:FullAccess, Billing:Limited).

Note on scope names: Scope names are literal strings. Most Care scopes begin with Care:, but a few standalone Care scopes do not (for example, CareGoals:View, CareIncidents:View). The Outreach module's granular scopes use the historical Orm: prefix even though the module is named Outreach.

Care Module — Pages

Scope	What it controls
`Care:FullAccess`	Full access to everything in the Care module.
`Care:Limited`	Makes the Care module accessible.
`Care:Attendance`	Allows viewing and making changes to attendance (add, check-in/out, cancel, edit).
`Care:Attendance:View`	Allows viewing the attendance page without making changes.
`Care:Meals`	Access to the Meals page.
`Care:Activities`	Access to the Activities page.
`Care:Planner`	Access to the Planner (calendar) page.
`Care:Members`	Access to the Members list.
`Care:Tasks:View`	View the Tasks page.
`Care:Tasks:Review`	Review care tasks.
`Care:AdminTasks:View`	View administrative tasks.
`Care:TaskDetail:Admin`	Administrative control over task detail.
`Care:BenefitTypesPage:View`	View the Benefit Types page.
`CareServices:View`	View Services.
`CareGoals:View`	View the Service Plans page.
`CareAssessmentTemplatesPage:View`	View the Form Templates page.
`CareIncidents:View`	View the Incidents page.
`Care:Deleted:View`	View the Deleted page (recently removed Care records).

Care Module — Members and Administration

Scope	What it controls
`Care:MemberEdit`	Open and edit a member's profile.
`Care:MemberEdit:Status:Edit`	Allows changing a member's status.
`Care:Member:Admin`	Allows deleting members. Members with attendance on record can never be deleted.
`Care:MemberEdit:Notes:Admin`	Allows editing notes created by other users. Users can always edit their own notes.

Member profile sections

These scopes control which sections of a member's profile a user can see or edit. A :View scope grants read access to that section; a :Edit scope grants the ability to change it.

Scope	What it controls
`Care:MemberEdit:General Information:View`	View the General Information section.
`Care:MemberEdit:Demographics:View`	View the Demographics section.
`Care:MemberEdit:Demographics:Edit`	Edit the Demographics section.
`Care:MemberEdit:Contact Information:View`	View the Contact Information section.
`Care:MemberEdit:Contact Information:Edit`	Edit the Contact Information section.
`Care:MemberEdit:Contacts:View`	View the member's Contacts.
`Care:MemberEdit:Background:View`	View the Background section.
`Care:MemberEdit:Custom Fields:View`	View Custom Fields.
`Care:MemberEdit:Health Insurance:View`	View the Health Insurance section.
`Care:MemberEdit:Benefits:View`	View the member's Benefits.
`Care:MemberEdit:Transportation:View`	View the Transportation section.
`Care:MemberEdit:Wellness:Edit`	Edit the Wellness section.
`Care:MemberEdit:Diagnoses & Conditions:View`	View Diagnoses & Conditions.
`Care:MemberEdit:Allergies:View`	View Allergies.
`Care:MemberEdit:Vitals:View`	View Vitals.
`Care:MemberEdit:Nurse Notes:View`	View Nurse Notes.
`Care:MemberEdit:Advance Directives:View`	View Advance Directives.
`Care:MemberEdit:Medications:View`	View Medications.
`Care:MemberEdit:Profile Only Medications:View`	View profile-only Medications.
`Care:MemberEdit:MAR:View`	View the Medication Administration Record (MAR).
`Care:MemberEdit:MAR:Edit`	Record on the Medication Administration Record (MAR).
`Care:MemberEdit:Task Log:View`	View the member's Task Log.
`Care:MemberEdit:Assessments:View`	View Assessments.
`Care:MemberEdit:Forms:View`	View Forms.
`Care:MemberEdit:Service Plans:View`	View Service Plans.
`Care:MemberEdit:Notes:View`	View member Notes.
`Care:MemberEdit:Attendance:View`	View the member's Attendance.
`Care:MemberEdit:Meals:View`	View the member's Meals.
`Care:MemberEdit:Activities:View`	View the member's Activities.
`Care:MemberEdit:Incidents:View`	View the member's Incidents.
`Care:MemberEdit:Facial Recognition:View`	View Facial Recognition.

Reception Module

Scope	What it controls
`Reception:FullAccess`	Full access to the Reception module.
`Reception:Limited`	Makes the Reception module accessible.
`Reception:View`	View and use the Reception check-in interface.

Outreach Module

Granular Outreach scopes use the Orm: prefix.

Scope	What it controls
`Outreach:FullAccess`	Full access to the Outreach module.
`Outreach:Limited`	Makes the Outreach module accessible.
`Orm:QuickAdd:View`	Use the quick-add action.
`Orm:Tasks:View`	View Outreach Tasks.
`Orm:Contacts:View`	View Contacts.
`Orm:Pipelines:View`	View Pipelines.
`Orm:Groups:View`	View Groups.
`Orm:Clients:View`	View Clients.
`Orm:Organizations:View`	View Organizations.
`Orm:Deleted:View`	View the Deleted page (recently removed Outreach records).

Reports Module

Scope	What it controls
`Reports:FullAccess`	Full access to the Reports module.
`Reports:Limited`	Makes the Reports module accessible.
`Reports:List:View`	View the list of available reports.
`Reports:Attendance:View`	View the Attendance report.
`Reports:Meals:View`	View the Meals report.
`Reports:Members:View`	View the Members report.
`Reports:Demographic:View`	View the Demographics report.
`Reports:Billing:View`	View the Billing report.
`Reports:Transportation:View`	View the Transportation report.

Billing Module

Scope	What it controls
`Billing:FullAccess`	Full access to the Billing module.
`Billing:Limited`	Makes the Billing module accessible.
`Billing:View`	View and use the Billing page.
`Billing:Dashboard:View`	View the Billing Dashboard.

Center Module

Scope	What it controls
`Center:FullAccess`	Full access to the Center module.
`Center:Limited`	Makes the Center module accessible.
`Center:User:View`	Allows viewing users who have access to the center and their permissions.
`Center:User:Invite`	Allows inviting new users to access the center and assigning their permissions.
`Center:User:Edit`	Allows editing existing users' access to the center and managing their permissions.
`Center:User:Delete`	Allows removing users' access to the center.
`Center:ConnectUser:View`	Allows viewing Connect users who have member access at the center.
`Center:ConnectUser:Invite`	Allows inviting Connect users to access center members.
`Center:ConnectUser:Edit`	Allows editing Connect users' member access at the center.
`Center:Contents:View`	View center Contents.
`Center:Contents:Edit`	Edit center Contents.
`Center:Setup:View`	View the center Setup page.

Task Roles

Task Roles are a separate mechanism from scopes. They control which care tasks a user is responsible for and can see, without changing the rest of their permissions. A user can have any number of task roles.

Task role setting	Effect
Default (no task roles assigned)	The user has access to all tasks.
All	The user has access to everything (every task role).
One or more specific roles	The user has access only to tasks that match at least one of their assigned roles.

When a task requires certain roles, a user needs at least one matching role to act on it. If a task requires no roles, everyone can act on it. This lets you route tasks (for example, medication tasks to nurses) without altering module or page permissions.

Tips

Prefer the smallest access that fits the job. Grant granular scopes for what a role actually needs; reserve FullAccess for administrators.
Module missing for a user? They need at least {Module}:FullAccess or {Module}:Limited for that module to appear.
Page hidden inside a module? Check for the specific page scope (for example, CareIncidents:View for Incidents).
Use Task Roles for task routing, not for hiding pages — page visibility is controlled by scopes.

Troubleshooting

Problem	Solution
A user cannot see a module	Grant `{Module}:FullAccess` or `{Module}:Limited` for that module (and confirm the module's feature is enabled for the center, where applicable).
A user cannot see a page inside a module	Grant the page's scope, such as `Care:Members`, `CareGoals:View` (Service Plans), or `CareAssessmentTemplatesPage:View` (Form Templates).
A user cannot edit a member section they can see	`:View` grants read access only. Grant the corresponding `:Edit` scope (for example, `Care:MemberEdit:Demographics:Edit`).
A user cannot manage other users	Grant the appropriate `Center:User:*` scopes (View, Invite, Edit, Delete).
A user sees the wrong set of tasks	Review their Task Roles — Default means all tasks, and specific roles limit them to matching tasks.