Overview

This page describes the access and permissions that each default user role has. For a description of each setting or permission, see User Role Settings and Permissions.

Default Traditional User Roles

Global Settings

The default traditional user roles have the following global settings:

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Application Access	Permission	User Role
Application Access	Permission	Traditional Agency Administrator	Traditional Standard User	Traditional Knowledge Base	Traditional Campaign Manager	Traditional Digital Only	Traditional Eleven Only	Traditional Traffic Only
Enabled Applications	SBMS If the enterprise uses SBMS	✅	✅	❌	✅	✅	❌	❌
	View If the enterprise uses View	✅	✅	❌	✅	❌	❌	❌
	Eleven If the enterprise uses Eleven	✅	✅	❌	✅	❌	✅	❌
	sTraffic If the enterprise uses sTraffic	✅	✅	❌	❌	❌	❌	✅
	RFP If the enterprise uses SBMS	✅	✅	❌	✅	❌	❌	❌
	Strata Analytics If the enterprise uses Strata Analytics	✅	✅	❌	❌	❌	❌	❌
Allow The User To	Create and Modify Users	✅	❌	❌	❌	❌	❌	❌
	Create and Modify User Roles	✅	❌	❌	❌	❌	❌	❌
	Modify Data Access If the enterprise uses OneStrata	✅	❌	❌	❌	❌	❌	❌
	Create and Modify Strata Analytics Reports If the enterprises uses Strata Analytics	✅	✅	❌	❌	❌	❌	❌

Digital App Permissions

The default traditional user roles do not have permissions related to OneStrata Digital.

Default OneStrata Digital User Roles

Global Settings

The default OneStrata Digital user roles have the following global settings:

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Application Access	Permission	User Role
Application Access	Permission	All Permissions	Standard User	Trainer	View Only	Buyer	Traffic Only	Finance Only	Agency Administrator
Enabled Applications	SBMS If the enterprise uses SBMS	❌	❌	❌	❌	❌	❌	❌	❌
	View If the enterprise uses View	❌	❌	❌	❌	❌	❌	❌	❌
	Eleven If the enterprise uses Eleven	❌	❌	❌	❌	❌	❌	❌	❌
	sTraffic If the enterprise uses sTraffic	❌	❌	❌	❌	❌	❌	❌	❌
	RFP If the enterprise uses SBMS	❌	❌	❌	❌	❌	❌	❌	❌
	Strata Analytics If the enterprise uses Strata Analytics	✅	✅	✅	❌	❌	❌	❌	✅
Allow The User To	Create and Modify Users	✅	❌	✅	❌	❌	❌	❌	✅
	Create and Modify User Roles	✅	❌	✅	❌	❌	❌	❌	✅
	Modify Data Access	✅	❌	✅	❌	❌	❌	❌	✅
	Create and Modify Strata Analytics Reports If the enterprise uses Strata Analytics	✅	✅	✅	❌	❌	❌	❌	✅

Digital App Permissions

The default OneStrata Digital user roles have the following permissions:

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Module	Area	Permission	User Role
Module	Area	Permission	All Permissions	Standard User	Trainer	View Only	Buyer	Traffic Only	Finance Only	Agency Administrator
Campaigns	Campaign Groups > Access	View Campaign Groups	✅	❌	✅	✅	✅	✅	✅	✅
	Campaign Groups > Management	Create and Update Campaign Groups	✅	❌	✅	❌	✅	❌	✅	❌
		Archive Campaign Groups	✅	❌	✅	❌	✅	❌	✅	❌
		Manage Media Campaigns	✅	❌	✅	❌	✅	❌	✅	❌
	Media Campaigns > Access	View Media Campaigns	✅	✅	✅	✅	✅	✅	✅	✅
	Media Campaigns > Management	Create Media Campaigns	✅	✅	✅	❌	✅	❌	❌	❌
		Update Media Campaigns	✅	✅	✅	❌	✅	❌	❌	❌
		Archive Media Campaigns	✅	✅	✅	❌	✅	❌	❌	❌
		Manage Exchange Rates	✅	✅	✅	❌	✅	❌	❌	❌
	Media Campaigns > Actualization	View Actualization Tab	✅	✅	✅	✅	✅	✅	✅	✅
	Media Campaigns > External Integrations > Ad Server	View	❌	❌	❌	❌	❌	❌	❌	❌
		Export	❌	❌	❌	❌	❌	❌	❌	❌
		Edit	❌	❌	❌	❌	❌	❌	❌	❌
		Create Campaign	❌	❌	❌	❌	❌	❌	❌	❌
		Link Campaign	❌	❌	❌	❌	❌	❌	❌	❌
		Supplier Mapping	❌	❌	❌	❌	❌	❌	❌	❌
		Upload Placement	❌	❌	❌	❌	❌	❌	❌	❌
	Media Campaigns > External Integrations > DSP	View	❌	❌	❌	❌	❌	❌	❌	❌
		Unlink	❌	❌	❌	❌	❌	❌	❌	❌
		Update	❌	❌	❌	❌	❌	❌	❌	❌
		Create	❌	❌	❌	❌	❌	❌	❌	❌
		Link	❌	❌	❌	❌	❌	❌	❌	❌
	Media Campaigns > External Integrations > Search	View	❌	❌	❌	❌	❌	❌	❌	❌
		Unlink	❌	❌	❌	❌	❌	❌	❌	❌
		Update	❌	❌	❌	❌	❌	❌	❌	❌
		Create	❌	❌	❌	❌	❌	❌	❌	❌
		Link	❌	❌	❌	❌	❌	❌	❌	❌
	Media Campaigns > External Integrations > Social	View	❌	❌	❌	❌	❌	❌	❌	❌
		Unlink	❌	❌	❌	❌	❌	❌	❌	❌
		Update	❌	❌	❌	❌	❌	❌	❌	❌
		Create	❌	❌	❌	❌	❌	❌	❌	❌
		Link	❌	❌	❌	❌	❌	❌	❌	❌
	Schedule > Access	View Schedules	✅	✅	✅	✅	✅	✅	✅	✅
	Schedule > Management	Save Schedules	✅	✅	✅	❌	✅	❌	❌	❌
		Approve Schedules	✅	✅	✅	❌	✅	❌	❌	❌
		Commit Schedules	✅	✅	✅	❌	✅	❌	❌	❌
	Advertiser View > Access	View Advertiser View	✅	✅	✅	✅	✅	✅	✅	✅
	Advertiser View > Management	Request Agency Approval	✅	✅	✅	❌	✅	❌	❌	❌
		Approve/Decline (Agency)	✅	✅	✅	❌	✅	❌	❌	❌
		Request Advertiser Approval	✅	✅	✅	❌	✅	❌	❌	❌
		Upload Advertiser Approval	✅	✅	✅	❌	✅	❌	❌	❌
	Order > Order Details	View Order Details	✅	✅	✅	✅	✅	❌	✅	✅
	Order > Order Details	Export Order Details	✅	✅	✅	❌	✅	✅	❌	❌
	Order > Workflow	Action	✅	✅	✅	❌	✅	❌	❌	❌
	Order > Tab	View Orders	✅	✅	✅	✅	✅	✅	✅	✅
Finance	Financial Order Management	View Financial Order Management screen	✅	✅	✅	✅	✅	✅	✅	✅
	Financial Order Management	Export Financial Orders	✅	✅	✅	❌	❌	❌	✅	✅
	Billing Allocation	View Billing Allocation Defaults Screen	✅	❌	✅	✅	✅	✅	✅	✅
		Create/Modify Billing Allocation Defaults	✅	❌	✅	❌	❌	❌	✅	✅
		View billing Allocation screen	✅	❌	✅	✅	✅	✅	✅	✅
		Modify Billing Allocation	✅	❌	✅	❌	❌	❌	✅	✅
	Estimates	View Estimates Screen	✅	✅	✅	✅	✅	✅	✅	✅
		Create/Modify Estimates	✅	✅	✅	❌	❌	❌	✅	✅
		Link/Unlink Existing Estimates	✅	✅	✅	❌	❌	❌	✅	✅
		Request Approval	✅	✅	✅	❌	❌	❌	✅	✅
		Approve/Decline	✅	❌	✅	❌	❌	❌	✅	✅
	Purchase Orders	View Purchase Orders screen	✅	❌	✅	✅	✅	✅	✅	✅
		Create/Modify Purchase Orders	✅	✅	✅	❌	❌	❌	✅	✅
		Link/Unlink Existing Purchase Orders	✅	✅	✅	❌	❌	❌	✅	✅
		Upload Purchase Order documents	✅	❌	✅	❌	❌	❌	✅	✅
Reports	Analytics	View Reports	✅	✅	✅	✅	✅	✅	✅	✅
Reports	Analytics	Create/Modify Reports	✅	✅	✅	❌	❌	❌	❌	✅
Administration	Entity Management	Create/Modify Agency	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Business Unit	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Client Group	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Client	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Client Tax Category	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Product Group	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Product	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Cost Category	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Media Types	✅	❌	✅	❌	❌	❌	✅	✅
		Batch Upload	✅	❌	✅	❌	❌	❌	✅	✅
	Cost Model Settings	Create/Modify Cost Model Settings	✅	❌	✅	❌	❌	❌	✅	✅
	Vendor Management	Create/Modify Supplier	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Order Partner	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Payee	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Payee Tax Category	✅	❌	✅	❌	❌	❌	✅	✅
		Create/Modify Vendor Contract	✅	❌	✅	❌	❌	❌	✅	✅
		Manage Preferred Vendor List	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Exchange Rates	View Exchange Rates	✅	✅	✅	✅	✅	❌	✅	✅
	Reference Data > Exchange Rates	Create/Modify Exchange Rates	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Terms and Conditions	View Terms & Conditions	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Terms and Conditions	Create/Modify Terms & Conditions	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Fees and Tech Rates	View Fees & Tech Rates	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Fees and Tech Rates	Create/Modify Fees & Tech Rates	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Contacts	View Contacts	✅	✅	❌	✅	✅	✅	✅	✅
	Reference Data > Contacts	Create/Modify Contacts	✅	❌	❌	❌	❌	❌	✅	✅
	Reference Data > Rate Cards	View Rate Cards	✅	✅	✅	✅	✅	✅	✅	✅
	Reference Data > Rate Cards	Create/Modify Rate Cards	✅	❌	✅	❌	❌	❌	✅	✅
	Reference Data > Taxes	Create/Modify Tax Categories	✅	✅	✅	❌	❌	❌	✅	✅
		Create/Modify Alt-Tax-Options	✅	✅	✅	❌	❌	❌	✅	✅
		Create/Modify Taxes	✅	✅	✅	❌	❌	❌	✅	✅
	Reference Data > Commissions	Create/Modify Commissions	✅	✅	✅	❌	❌	❌	✅	✅
	Reference Data > Commissions	Activate/Deactivate Commissions	✅	✅	✅	❌	❌	❌	✅	✅
	Custom Field Manager	Create/Modify Custom Field	✅	✅	✅	❌	❌	❌	✅	✅
	Workflow Settings	View Workflow	✅	✅	❌	✅	✅	✅	✅	✅
	Workflow Settings	Create/Modify Workflow	✅	❌	❌	❌	❌	❌	❌	✅
	Data Fields and Templates	View Data Fields & Formulas	✅	✅	✅	✅	✅	✅	✅	✅
		Create/Modify Data Fields & Formulas	✅	❌	✅	❌	❌	❌	❌	✅
		View Workflow Templates	✅	✅	✅	✅	✅	✅	✅	✅
		Create/Modify Workflow Templates	✅	❌	✅	❌	❌	❌	❌	✅
	Application Settings	View Application Settings	✅	✅	✅	✅	✅	✅	✅	✅
	Application Settings	Create/Modify Application Settings	✅	❌	✅	❌	❌	❌	❌	✅
	External Integrations	View External Integrations	✅	✅	✅	❌	❌	✅	❌	❌
	External Integrations	Create/Modify External Integrations	✅	✅	❌	❌	❌	❌	❌	❌

Content

Space Tools

Table of Contents

Overview

Default Traditional User Roles

Global Settings

Digital App Permissions

Default OneStrata Digital User Roles

Global Settings

Digital App Permissions

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Content

Space Tools

Default User Roles

Table of Contents

Overview

Default Traditional User Roles

Global Settings

Digital App Permissions

Default OneStrata Digital User Roles

Global Settings

Digital App Permissions

Provide feedback on this article