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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.
edit WordPress user
  • You can choose the user’s role via the “Role” dropdown:
choose the WordPress users role

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