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 Administration > User Management > Users tab.
   
   
2. Click the Create User button.
   
   
3. On the Create User Profile > General page, do the following:
   
   
   1. Enter general information about the user:
      

      Field Name The value of any fields with a red background cannot be changed after the user account is created.	Description
      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.
      Type	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.
      Username	Enter a username for the user. If desired, select the Use the same email option to set the username to the user's email address
      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.
      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.

      
      
      
   2. Click Next to continue to the Create User Profile > Role page.
      
      
4. On the Create User Profile > General page, do the following:
   
   
   1. Choose one of the following options:
      

      	Option	Step(s)
      1	Assign an existing user role.	Select the Select Existing Role toggle. For Role, select the desired user role. A read-only list of the selected user role's permissions are displayed.
      2	Create a new user role. User role customization is a gated feature and not enabled by default. If user role customization is not enabled, new user roles cannot be created. To enable this feature, contact your OneStrata representative.	Select the Create Role toggle. For Name, enter a name for the user role. Select the desired permissions. For a description of each permission, see User Role Permissions Reference.

      
      
      
   2. Click Next to continue to the Create User Profile > Data Access page.
      
      
5. On the Create User Profile > Data Access page, do the following:
   
   
   1. Assign the user a media access level:
      
      
      1. In the Media section, click Edit.
         
         
      2. Select the desired media type(s).
         
         
      3. Click the Update button.
         
         
   2. Assign the user an entity access level:
      
      
      1. In the Entity Access section, click Add Entity Access.
         
         
      2. For Select Target Entity, select the desired entity or entities.
         
         
      3. Click the Grant Selected button.
         
         
   3. Click Create to create the user account.

Create a User With a Template 

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

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

Create a User Role

To create a user role, do the following:

1. Navigate to the Administration > User Management > User Roles tab.
   
   
2. Click the Create User Role button.
   
   
3. On the Create User Role page, do the following:
   
   
   1. For Name, enter a name for the user role.
      
      
   2. In the Permissions section, select the desired permissions. For a description of each permission, see User Role Permissions Reference.
      
      
   3. Click Create.