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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:

  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 SettingsFirst NameEnter the first name of the user.
    Last NameEnter the last name of the user.
    Default Language

    Select a language option for the user. By default, the language is set to American English.

    EmailEnter 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:

    1. Select the Edit Username checkbox.
    2. 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:

    1. Select the Select Existing Role toggle.

    2. 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:

    1. Select the Create Role toggle.

    2. For Name, enter the name of the user role.

    3. 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

    1. In the Media section, click Edit.

    2. Select the desired Media Type(s).

    3. 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:

    1. In the Entity Access section, click Add Entity Access.

    2. For Select Target Entity, select the desired entity or entities.

    3. 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

In order to modify a user role, you must:

 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 SettingsNameEnter 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.
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