
UpStream is designed to be customizable, so you can modify each user type to have different capabilities.
However, when you first install Upstream, each user type has several default permissions. Below is a chart that shows what each user type can or cannot do.
Action | Upstream Manager | Upstream User | Upstream Client User |
Can create projects | Yes | No | No |
Can view projects | Yes; can view any projects | Yes, only if they are the project owner or are assigned to a component (milestone, task, bug, etc.) |
Yes, only if they are selected under the Client Users list in the Project Details section of the admin area |
Can edit project info (title, status, owner, description, etc.) | Yes; can edit project info for any project | Yes, only if they are the project owner or they are assigned to any component (milestone, task, bug, etc.) of the project ** | Yes, only if they are selected under the Client Users list in the Project Details section of the admin area ** |
Can delete projects | Yes; for any project | No ** | No ** |
Can view project components (milestones, tasks, bugs, etc.) | Yes; for any project |
Yes; they can view any component of a project if they are assigned to any component of that project (milestone, task, bug, etc.) |
Yes, only if they are selected under the Client Users list in the Project Details section of the admin area |
Can edit project components (milestones, tasks, bugs, etc.) | Yes; for any project | Yes, only the components (milestone, task, bug, etc.) assigned to them ** | Yes, only the components (milestone, task, bug, etc.) assigned to them or ones they created ** |
Can delete project components (milestones, tasks, bugs, etc.) | Yes; for any project | Yes, only the components (milestone, task, bug, etc.) assigned to them ** | Yes, only the components (milestone, task, bug, etc.) assigned to them or ones that they created ** |
Can add project components (milestones, tasks, bugs, etc.) |
Yes; for any project |
Yes; they can add new components to a project if they are assigned to any component of that project (milestone, task, bug, etc.) ** | Yes, only if they are selected under the Client Users list in the Project Details section of the admin area ** |
** Requires UpStream Frontend Edit extension (UpStream User and Client User roles can only edit via the front end interface).