Table of Contents
Overview
User management covers two areas:
- User accounts (or simply users): The creation of new users and the management of existing users (global settings and data access level).
- User roles: Each user is assigned a user role, which defines the permissions and access of all users with the same user role.
For example, an advertising agency might create a "Media Buyer" user role with permissions specific to campaign management, or a "Finance Manager" user role with permissions specific to finance-related areas. Any changes to the "Media Buyer" or "Finance Manager" user role changes the permissions for all users assigned that user role.
OneStrata User Terms and Concepts
This section contains information about terms and concepts related to users.
Types of Users
Once a user account has been created, its user type cannot be changed.
There are two types of users:
| User Type | Description |
|---|---|
Agency User | A user that works directly for the advertising agency in some way. For example, as a media planner or buyer. Agency users do not have access to Vendor Inbox. |
Seller User | If the Internal Seller workflow is enabled, an enterprise can create Seller users. Otherwise, only Agency users can be created Seller users are like Agency users, but have the following additional abilities:
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User Data Access Level
Each user must be assigned a data access level, which is a combination of media access level and entity access level.
Media access and entity access define which campaigns a user can view or edit:
| Data Access Level | Description |
|---|---|
Media access level | If a user does not have access to a particular Media type, they cannot view or edit campaigns associated with that Media type. |
Entity access level | If a user does not have access to a particular Enterprise, Agency, Business Unit, Client Group, or Client entity, they cannot view or edit campaigns associated with that entity or any of its children entities. |
In general, each user's data access level must be manually assigned. However, there are two FreeWheel-managed settings that can automatically assign full access to new users:
- If the Apply All Medias to New Users setting is enabled, all new users are automatically assigned access to all Media types. If this setting is not enabled, new users must have their media access level manually assigned.
- If the Apply All Entity Access to New Users setting is enabled, all new user are automatically assigned access to all entities. If this setting is not enabled, new users must have their entity access level manually assigned.
For more information, see FreeWheel-Managed Settings and Features. To enable either or both of these settings, contact your OneStrata representative.
User Role Terms and Concepts
This section contains information about terms and concepts related to user roles.
Types of User Roles
There are two types of user roles:
| User Role Type | Description |
|---|---|
| Default user role | Default user roles are automatically created and defined by FreeWheel, and provide a quick way to assign permissions to users. |
| Custom user role | If User Role Customization is enabled, an enterprise can customize user roles. Otherwise, the default user roles cannot be edited and custom user roles cannot be created. |
Default User Roles
Types of Default User Roles
There are two types of default user roles:
| Default User Role Type | Description |
|---|---|
| OneStrata Digital | Default user roles for advertising agencies that use OneStrata Digital. |
| Traditional | Default user roles for advertising agencies that use one or more traditional Strata applications
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Advertising agencies that use OneStrata Digital and one or more other Strata applications have both sets of user roles:
| Product Usage | OneStrata Digital Default User Roles | Traditional Default User Roles |
|---|---|---|
Agencies that use OneStrata Digital and one or more other Strata applications |
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Agencies that don't use OneStrata Digital but do use other Strata application(s) |
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Agencies that use OneStrata Digital but don't use other Strata applications |
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Default OneStrata Digital User Roles
The following table describes the default OneStrata Digital user roles:
| Default User Role | Description |
|---|---|
| All Permissions | Full permissions for all OneStrata Digital areas. |
| Standard User | Full permissions for the core campaign management workflow. View-only permissions for all other areas. |
| Trainer | Full permissions for almost all areas. No access to vendor contact information and view-only access for external integration administration. |
| View Only | View-only permissions for all areas. |
| Buyer | Full permissions for the Campaign Management module. View-only permissions for all other areas. |
| Traffic Only | Full permissions for the External Integrations tab. View-only permissions for all other areas. |
| Finance Only | Full permissions for finance-related areas. View-only permissions for all other areas. |
| Agency Administrator | Full permissions for the Finance, Reports, and Administration modules. View-only permissions for all other areas. |
For more information on the exact permissions of each default user role, see Default User Roles.
Default Traditional User Roles talk
The following table describes the default traditional user roles:
| Default User Role | Description |
|---|---|
Traditional Traffic Only Only available if the enterprise uses sTraffic | Access to sTraffic only, Access to the Traditional Knowledge Base. No user management permissions. |
Traditional Eleven Only Only available if the enterprise uses Eleven | Access to Eleven only. Access to the Traditional Knowledge Base. No user management permissions. |
Traditional Digital Only Only available if the enterprise uses SBMS | Access to SBMS only. Access to the Traditional Knowledge Base. No user management permissions. |
| Traditional Campaign Manager | If the enterprise uses these applications, access to SBMS, View, Eleven, and/or RFP. Access to the Traditional Knowledge Base. No user management permissions. |
| Traditional Knowledge Base | No access to the traditional Strata applications used by the enterprise. Access to the Traditional Knowledge Base. No user management permissions. |
| Traditional Standard User | Access to all traditional Strata applications used by the enterprise. Access to the Traditional Knowledge Base. No user management permissions. |
Traditional Agency Administrator | Access to all traditional Strata applications used by the enterprise. Access to the Traditional Knowledge Base. Full user management permissions. |
For more information on the exact permissions of each default user role, see Default User Roles.