{"id":3574,"date":"2023-10-16T12:48:46","date_gmt":"2023-10-16T17:48:46","guid":{"rendered":"https:\/\/performancescoring.com\/?p=3574"},"modified":"2026-07-31T09:41:17","modified_gmt":"2026-07-31T14:41:17","slug":"how-to-create-edit-custom-company-roles","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=3574","title":{"rendered":"Roles, Seats and Permissions"},"content":{"rendered":"\n

Upstream+ mirrors your company’s unique Roles and responsibilities. In Upstream+, Roles are also used for setting access permissions. Let’s go through how to create custom Roles for your organization.<\/p>\n\n\n\n

To create custom Roles, select Administration<\/strong> from the main navigation and then click Manage Roles<\/strong>.<\/p>\n\n\n\n

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The page will have a list of your company\u2019s Roles in the order that they were created during initial setup. Click the Add New<\/strong> button at the top-right of the page to create a new Role.  <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
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  1. Enter the Role name, a description of that Role, and the status.\u202f\u202f <\/li>\n<\/ol>\n\n\n\n
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    1. At the bottom, select the Access Permissions you would like to grant to users in this Role.<\/li>\n<\/ol>\n\n\n\n
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      1. Click Add New Role<\/strong> to create the new Role.  <\/li>\n<\/ol>\n\n\n\n

        Roles can be edited or made inactive by selecting \u201cEdit<\/em>\u201d from the \u201cManage Roles\u201d page and updating the Role properties.\u202f\u202fFor additional support please contact your account manager.\u202f <\/p>\n\n\n\n

        See the Permissions Glossary<\/a> for a full list.<\/p>\n\n\n\n

        Next up: Add Users<\/a><\/p>\n\n\n\n

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