{"id":10605,"date":"2021-03-05T14:25:13","date_gmt":"2021-03-05T19:25:13","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=10605"},"modified":"2026-02-20T12:04:59","modified_gmt":"2026-02-20T17:04:59","slug":"permissions-glossary","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=10605","title":{"rendered":"Permissions Glossary"},"content":{"rendered":"\n<p>Upstream+ offers a lot of access permission customizations. To manage access permissions, you&#8217;ll need to go to <strong>Administration <\/strong>>> <strong>Manage Roles<\/strong> and <strong>Edit<\/strong> the Role you want to change permissions for. All users assigned that Role will inherit the changed permissions.<\/p>\n\n\n\n<p>Here&#8217;s a quick glossary of the permissions included in the application along with what they do and links to more information about how those features work.  <\/p>\n\n\n\n<p>Be sure to click <strong>Save Changes<\/strong> at the bottom to commit your updates.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Permissions<\/h2>\n\n\n\n<p>Permissions are grouped into four buckets. Here are the permissions available and what they mean in each of these buckets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Basic Access<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>User Can Login:<\/strong> The Role will have the ability to log into to the application.&nbsp;<\/li>\n\n\n\n<li><strong>Edit Own Profile:<\/strong>\u00a0The Role will have the ability to edit their own profile.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">User Management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage Users:<\/strong>\u00a0The Role will have the ability to add and edit other users.\u00a0<\/li>\n\n\n\n<li><strong>View Usage Report:<\/strong>\u00a0The Role will have access to see the usage report which shows who logged-in and how many times.<\/li>\n\n\n\n<li><strong>Edit Other&#8217;s Profile:<\/strong> Allows users in this Role to edit the profiles of other users in the application.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage Roles:\u00a0<\/strong>The Role will have the ability to create and edit Roles.\u00a0<\/li>\n\n\n\n<li><strong>Company Setup<\/strong> (Admin Level): Allows users in this Role to edit organization-wide settings originally created during Company Creation.<\/li>\n\n\n\n<li><strong>Create New Company<\/strong> (Super-Admin Level): Allows this Role to create new organizations.<\/li>\n\n\n\n<li><strong>Billing Permission<\/strong>: Grants the logged-in user the right to view and update payment information regarding your subscription to Upstream+.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Lease Operating Statements<\/h3>\n\n\n\n<p>There are 5 permissions for lease operating statements.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View LOS<\/strong>: Grants access to view Lease Operating Statements (Basic access)<\/li>\n\n\n\n<li><strong>Import LOS Property Master Data:<\/strong> Allows this user to import a master list of properties.<\/li>\n\n\n\n<li><strong>Import LOS Owner Data:<\/strong> Allows the user to import a list of owners of properties.<\/li>\n\n\n\n<li><strong>LOS Large-file Importer:<\/strong> Grants access for the user to import financial data via our large-file importer<\/li>\n\n\n\n<li><strong>Delete all LOS data:<\/strong> Super-admin permission which allows this person to wipe ALL data stored for the organization. <\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right\">Next up: <a href=\"https:\/\/upstreamreporting.app\/support\/?p=12626\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=12626&amp;brand=expand\">Single Sign-on<\/a><\/p>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container daexthefu-layout-stacked daexthefu-alignment-center\"\r\n\t\t\t\tdata-post-id=\"10605\">\r\n\r\n\t\t\t\t<div class=\"daexthefu-feedback\">\r\n\t\t\t\t\t<div class=\"daexthefu-text\">\r\n\t\t\t\t\t\t<h3 class=\"daexthefu-title\">Was this article 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To manage access permissions, you&#8217;ll need to go to Administration >> Manage Roles and Edit the Role you want to change permissions for. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":21012,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[44],"tags":[35],"class_list":["post-10605","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin","tag-advanced-settings"],"wps_subtitle":"Understanding Access Permissions","_links":{"self":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/10605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10605"}],"version-history":[{"count":2,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/10605\/revisions"}],"predecessor-version":[{"id":21008,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/10605\/revisions\/21008"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/media\/21012"}],"wp:attachment":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}