There are two different types of users in UpStream:
- Clients: who are not expected to do any work.
- Users: who do the work in the project.
If you want to add a users to an UpStream Project, by default, they should have one of these WordPress user roles:
However, you can expand this to other roles. Go to Settings > General and choose in the “Project User Roles” area.
If a user does not have one of these roles, you will not be able to add them to projects or assign them items.
Adding Users to UpStream
- To add a user to a particular role, go to “Users” and then edit a user.
- You can choose the user’s role via the “Role” dropdown: