Create a User

There are two ways to create users: 

• Manually: When creating users manually, each user must be individually created.
• With a template: When creating users with a template, multiple users can be created at the same time.

Create a User Manually

To create a user manually, do the following:

1. Go to the Admin > User Management > Users tab.
   
   
2. Click Create User to open the Create User widget.
   
   
3. In the Create User widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the user is created.	Description
   Global Settings	First Name	Enter the first name of the user.
   	Last Name	Enter the last name of the user.
   	Default Language	Select a language option for the user. By default, the language is set to American English.
   	Email	Enter the email address of the user.
   	Optional Phone Number	Optional: Enter the phone number of the user.
   	Valid From	Select the date from which the user is active. User accounts can be created without immediately being active, enabling administrators to create users in advance.
   	Optional Valid To	Optional: Select the date until which the user is active.
   	Type	If the Internal Seller workflow is enabled, an enterprise can create Seller users. Otherwise, only Agency users can be created Select the user account type: Agency: 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: A user that works for the advertising agency's internal trade desk, if any. Seller users have access to Vendor Inbox.
   	Optional Job Title	Enter the job title of the user. This field is for internal reference only.
   	Optional Comment	Enter any additional comments about the user. This field is for internal reference only.
   	Username	By default, the username is the same as the user's email address. To pick a different username: Select the Edit Username checkbox. Enter the desired username.
   User Role	Select Existing Role / Create Role The Create Role option is only available if User Role Customization is enabled and the user currently creating the new user has the appropriate permissions.	Assign the user an existing user role or create a new user role for the user. To assign an existing user role, do the following: Select the Select Existing Role toggle. For Role, select the desired user role. A read-only list of the selected user role's settings and permissions are displayed. To create and assign a new user role, do the following: Select the Create Role toggle. For Name, enter the name of the user role. Select the desired permissions. For more information, see User Role Settings and Permissions.
   Digital App Settings Only available if the enterprise uses OneStrata Digital	Optional Finance Initials	Enter the finance initials of the user. The finance initials of a user that makes a change that creates a new financial order version—for example, changing the start or end dates of a schedule—are included in the message sent by OneStrata to the finance system.
   	Media	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. To manually assign the a media access level, do the following In the Media section, click Edit. Select the desired Media Type(s). Click Update.
   	Entity Access	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. To manually assign an entity access level, do the following: In the Entity Access section, click Add Entity Access. For Select Target Entity, select the desired entity or entities. Click Grant Selected.

   
   
   
4. Click Create.

Create a User With a Template 

To create a user with a template, do the following:

1. Go to the Admin > User Management > Users tab.
   
   
2. Click Import Users to open the Import Users widget.
   
   
3. In the Import Users widget, click Download Template to download the users template as an Excel sheet.
   
   
4. In the users template, fill out the Users sheet, following the instructions provided in the template.
   
   
5. In the Import Users widget, do the following:
   
   
   1. Upload the filled out users template.
      
      
   2. Click Import.

Create a User Role

 To create a user role, do the following:

1. Go to the Admin > User Management > User Roles tab.
   
   
2. Click Create User Role to open the Create User Role widget.
   
   
3. On the Create User Role page, enter the following information.
   

   Section	Field Name	Description
   Global Settings	Name	Enter the name of the user role.
   	Enabled Applications Only if the enterprise uses traditional Strata applications	Select the traditional Strata applications that the user role has access to.
   	Allow The User To	Select the user management permissions of the user role.
   Digital App Permissions Only available if the enterprise uses OneStrata Digital	Campaigns Finance Report Administration	Select the OneStrata permissions of the user role. For more information, see User Role Settings and Permissions.

   
   
   
4. Click Create.