Table of Contents
Create a User
In order to create a User record, you must have the Create and Modify Users permission
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:
- Go to the Admin > User Management > Users tab.
- Click Create User to open the Create User widget.
- 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.
- Click Create.
Create a User With a Template
To create a user with a template, do the following:
- Go to the Admin > User Management > Users tab.
- Click Import Users to open the Import Users widget.
- In the Import Users widget, click Download Template to download the users template as an Excel sheet.
- In the users template, fill out the Users sheet, following the instructions provided in the template.
- In the Import Users widget, do the following:
- Upload the filled out users template.
- Click Import.
- Upload the filled out users template.
Create a User Role
In order to modify a user role, you must:
- Have User Role Customization enabled.
- Have the Create and Modify User Roles permission.
To create a user role, do the following:
- Go to the Admin > User Management > User Roles tab.
- Click Create User Role to open the Create User Role widget.
- 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.
- Click Create.