Table of Contents
Overview
In OneStrata, certain settings and features are managed by FreeWheel. To enable or disable any of the following settings or features, contact your OneStrata representative.
General Settings
The following table displays FreeWheel-managed general settings:
Category | Setting | Description | Options |
---|---|---|---|
Settings | Number and Date Formatting | How numbers and dates are displayed in the OneStrata UI. |
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Settings | Master Data Source | Whether certain types of reference data records and all master data entities are defined and managed within OneStrata, or in an external system (like SBMS) and pushed to OneStrata. |
This setting applies to Media Type records, Cost Category records, and all master data entities. If the master data source is internal:
If the master data source is external:
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User permissions | Apply All Entity Access to New Users | Whether or not newly created users are automatically assigned access to all entities. If a user does not have access to a particular Enterprise, Agency, Business Unit, Client Group, or Client entity, they cannot view or edit campaigns associated with that entity or any of its children entities. For more information, see User Data Access Level. |
If this setting is enabled:
If this setting is not enabled:
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User permissions | Apply All Medias to New Users | Whether or not newly created users are automatically assigned access to all Media types. If a user does not have access to a particular Media type, they cannot view or edit campaigns associated with that Media type. For more information, see User Data Access Level. |
If this setting is enabled:
If this setting is not enabled:
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Features
Features are enabled at the enterprise level, which may differ from individual user-level permissions.
For example, a OneStrata enterprise may have user role customization enabled, but if a specific user does not have the permissions to manage users, they will not be able to open the Administration > User Management > User Roles tab.
For more information, see About User Management and User Role Permissions Reference.
The following table displays FreeWheel-managed features:
Category | Feature | Description | Options |
---|---|---|---|
Analytics | Adazzle Analytics
| Adazzle Analytics enables users to query certain historic Adazzle data from within OneStrata. For more information, see About Adazzle Analytics. |
If this feature is enabled:
If this feature is not enabled:
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Analytics | Analytics OneStrata Analytics | Analytics (also known as OneStrata Analytics) enables users to query information across the entire OneStrata platform and build customized visualizations, reports, and dashboards that can be shared internally and externally. For more information, see About OneStrata Analytics. |
If this feature is enabled:
If this feature is not enabled:
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Campaigns and Orders | Custom Field Manager | Custom Field Manager enables users to create new fields of varying types and apply values to those fields. Optionally, these values can be exported to an agency's media finance system, via the financial bridge. |
If this feature is enabled:
If this feature is not enabled:
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Campaigns and Orders | Internal Seller Workflow | In the internal seller workflow, orders that are sent to an internal seller Order Partner are confirmed or rejected in Vendor Inbox by an internal OneStrata Seller user, instead of by a third-party vendor. This enables an internal trade desk-like configuration. |
If this workflow is enabled:
If this workflow is not enabled:
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Campaigns and Orders | Order Grouping | Order grouping enables users to move media and non-media purchases in one order to a new order or to an existing order (for the same Order Partner). |
If this feature is enabled:
If this feature is not enabled:
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Costs and Calculations | Allocated Workflow | In the allocated workflow, a fixed amount of budget is marked, or "allocated", for a particular media buy and any related fees. All other costs are based off this initial allocated amount. For more information, see Allocated Cost Method. |
If this workflow is enabled:
If this workflow is not enabled:
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Costs and Calculations | Cost Packages Workflow | A Cost Package represents a group of (secondary) Placements and/or (secondary) Media Packages that are purchased together at a single and fixed total cost, from the same vendor. |
If this workflow is enabled:
If this workflow is not enabled:
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Costs and Calculations | Entered Fee Workflow | An Entered fee is manually added to a media schedule and has no pre-defined values; all values of the Entered fee are specified by the user within the schedule. |
If this workflow is enabled:
If this workflow is not enabled:
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Costs and Calculations | Exchange Rate Workflow | Exchange Rate records are required for multicurrency campaigns that transact in more than one type of currency. |
If this workflow is enabled:
If this workflow is not enabled:
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Costs and Calculations | Margin Workflow Media margins Fee margins | There are two separate sub-parts to the margin workflow, media margins and fee margins.
Both parts of the margin workflow can be enabled, or just one part can be enabled without the other. For more information, see Margin Cost Method. |
If the general margin workflow is enabled:
If the general margin workflow is not enabled:
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Customization | User Role Customization | User roles are a collection of permissions that define which parts of the OneStrata platform a user can view or edit. User roles are managed on the Administration > User Management > User Roles tab. For more information, see About User Management. |
If this feature is enabled:
If this feature is not enabled:
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Estimates and Purchase Orders | Purchase Order Workflow | Purchase orders define some amount of client budget that can be used across media types, products, and campaigns. If the purchase order workflow is enabled, purchase order approvals can also be enabled (or not enabled). |
If this workflow is enabled:
If this workflow is not enabled:
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Estimates and Purchase Orders | Reassign Estimates After Committing | Whether or not the estimate that a Cost Line is linked to can be reassigned (changed to a different estimate) after the Cost Line is committed.
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If this setting is enabled:
If this setting is not enabled:
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Financial Orders | Include Agency Currency Costs in Financial Order Exports | Whether or not Agency Currency costs and exchange rates are included in financial order exports. The following Agency Currency-related financial order export fields are affected:
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If this setting is enabled:
If this setting is not enabled:
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Financial Orders | Regulated Workflow | In the regulated workflow, regulated cost categories can be created. When a Schedule grid line with a regulated cost category is committed, a regulated order is created. Vendors charge (and are paid by) the client directly for regulated orders, so regulated orders also include client billing information. This workflow helps agency comply with regulations like France's Sapin laws. |
If this workflow is enabled:
If this workflow is not enabled:
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Reference Data | Tax Workflow | When a Tax record is assigned to a Client or Payee entity, the record indicates the amount of taxes that the entity should be charged or paid. |
If this workflow is enabled:
If this workflow is not enabled:
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Financial Settings
The following table displays FreeWheel-managed financial settings;
Category | Setting | Description | Options |
---|---|---|---|
Estimates and Purchase Orders | Allow Multiple Estimates To Be Linked To a Campaign | Whether or not more than one estimate can be linked to a campaign. |
If this setting is enabled:
If this setting is not enabled:
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Estimates and Purchase Orders | Enable Financial Order Revisions Based on Estimate Updates | Whether or not changes to an estimate are automatically reflected in a new version of the associated financial orders.
|
If this setting is enabled:
If this setting is not enabled:
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Estimates and Purchase Orders | Export Estimates | Whether or not estimates can be exported to the Financial Bridge, where they can then be pushed—via FreeWheel's financial APIs—to an external media finance system like SBMS. |
If this setting is enabled:
If this setting is not enabled:
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Estimates and Purchase Orders | Require Estimates for Campaign Creation | Whether or not linking an estimate to a campaign is a required part of the campaign creation process.
|
If this setting is enabled:
If this setting is not enabled:
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Financial Orders | Export Financial Orders | Whether financial orders are automatically or manually exported to the Financial Bridge, where they can then be pushed—via FreeWheel's financial APIs—to an external media finance system like SBMS. |
If financial orders are exported automatically:
If financial orders are exported manually:
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Financial Orders | Financial Order Data Grouping | The top-level grouping of the Financial Order Management (FOM) grid. |
If the financial order data grouping is Campaign group:
If the financial order data grouping is Estimate:
If the financial order data grouping is Media campaign:
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Financial Orders | Financial Order Export Summarization | The granularity of an exported financial order. |
If exported financial orders are detailed:
If exported financial orders are summarized:
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Triangulation | Locked Field When Editing Cost | Which value is locked when editing the Vendor Net Cost value on the Schedule grid. For more information, see Triangulation. |
When the Vendor Net Cost value is changed:
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Triangulation | Locked Field When Editing Rate | Which value is locked when editing the Vendor Net Rate value on the Schedule grid. For more information, see Triangulation. |
When the Vendor Net Rate value is changed, if the cost is locked:
When the Vendor Net Rate value is changed, if the units are locked:
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Triangulation | Locked Field When Editing Units | Which value is locked when editing the Units value on the Schedule grid. For more information, see Triangulation. |
When the Units value is changed, if the cost is locked:
When the Units value is changed, if the rate are locked:
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