Getting Started – Upstream+

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Getting Started

Welcome to the Knowledge Base!

Greetings and welcome to the Knowledge Base! We are thrilled to have you on board and are ready to help you explore the diverse and powerful features our application has […]

Logging In

There are two ways to login to your account. If your organization has setup Single Sign-On (SSO), you can login using your Google or Microsoft accounts. If not, you can […]

Change Your Password

After first logging in with a temporary password, you can change your existing password from anywhere in the application by clicking your name/avatar in the upper right corner and then […]

Edit My Profile

The “My Profile” page displays your user information within the application. Your profile contains general information such as your name, email address, mobile phone, etc. and also includes system information […]

Roles, Seats and Permissions

The application mirrors your company’s unique roles and responsibilities. Roles are also used for setting access permissions. Let’s go through how to create custom roles for your organization.

Add/Manage Users

To Add or Manage Users in , use the navigation panel and select Administration > Manage Users. Here you will see a list of current users that primarily or secondarily […]