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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.

FreeWheel-Managed Settings

This section is a list of FreeWheel-managed settings:

FeatureDescriptionFeature is EnabledFeature is Not Enabled

Apply All Entity Access to New Users

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.

Newly created users are automatically assigned access to all entities.

Newly created users must have their entity access level manually assigned.

Apply All Medias to New Users

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.

Newly created users are automatically assigned access to all Media types.

Newly created users must have their media access level manually assigned.

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.

Changes to the name, dates, or custom field values of an estimate causes all financial orders associated with the estimate to be revised (a new version of the financial order with the updated estimate information is created).

Changes to an estimate do not cause a revision of any associated financial orders.

Master Data Source is External

Certain types of reference data records and all master data entities are defined and managed in an external system, like SBMS, and pushed to OneStrata.

The following applies to Media Type records, Cost Category records, and all master data entities:

  • Create: New records/entities are created in the external system
  • Edit: Some record/entity fields can be edited in OneStrata
  • Set validation dates on: Validation dates for records/entities are set in the external system
  • Deactivate: Existing records/entities are deactivated in the external system
If the master data source is not external, the master data source is internal.

Master Data Source is Internal

Certain types of reference data records and all master data entities are defined and managed within OneStrata.

The following applies to Media Type records, Cost Category records, and all master data entities:

  • Create: New records/entities are created in OneStrata
  • Edit: Some record/entity fields can be edited in OneStrata
  • Set validation dates on: Validation dates for records/entities are set in OneStrata
  • Deactivate: Existing records/entities are deactivated in OneStrata
If the master data source is not internal, the master data source is external.

FreeWheel-Managed 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.

This section is a list of FreeWheel-managed features:

FeatureDescriptionFeature is EnabledFeature is Not Enabled

OneStrata Analytics 

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.

The OneStrata Analytics feature is located on the Reports > Explore Analytics > OneStrata tab.

For more information, see About OneStrata Analytics.

The Reports > Explore Analytics > OneStrata tab is available.

The Reports > Explore Analytics > OneStrata tab is not available.

Adazzle Analytics 

 

Adazzle Analytics enables users to query certain historic Adazzle data from within OneStrata.

The Adazzle Analytics feature is located on the Reports > Explore Analytics > Adazzle tab.

For more information, see About Adazzle Analytics.

The Reports > Explore Analytics > Adazzle tab is available.


The Reports > Explore Analytics > Adazzle tab is not available.

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.

Allocated media buys and allocated fees can be created and assigned.

  • Allocated media buys can be created by setting its Cost Method value to Allocated, on the Schedule grid
  • Allocated fees can be created by setting its Cost Type value to Allocated Amount, when defining the Fee record
  • Allocated fees can be assigned to media buys

Allocated media buys and allocated fees cannot be created.

  • Allocated media buys cannot be created; the Allocated cost method option is not available on the Schedule grid
  • Allocated fees cannot be created; the Allocated Amount cost type option is not available on Fee records

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

The Custom Field Manager feature is located on the Administration > Custom Field Manager page. 

The Administration > Custom Field Manager page is available.

The Administration > Custom Field Manager page is not available.

Exchange Rate Workflow

Exchange Rate records are required for multicurrency campaigns that transact in more than one type of currency.

Exchange Rate records can be viewed, created, edited, and used.

The following areas are available: 

  • The Administration > Reference Data > Exchange Rates tab
  • The Exchange Rate section of a campaign's Overview tab
  • The Exchange Rate section of a campaign's settings page

Exchange Rate records cannot be viewed, created, edited, or used.

The following areas are not available:

  • The Administration > Reference Data > Exchange Rates tab
  • The Exchange Rate section of a campaign's Overview tab
  • The Exchange Rate section of a campaign's settings page

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.

Internal seller Order Partners can be created, and orders can be sent to internal seller Order Partners.

  • Internal seller Order Partners can be created by selecting the optional Internal Seller Workflow checkbox.
  • The Internal Seller Workflow checkbox is located on the Administration > Entity Management > Entities > Order Partners > (Specific Order Partner) > Details tab, and is only available if the value of Order Approval Confirmation Setting is In System Vendor Confirmation.

The Internal Seller Workflow checkbox is not available, and internal seller Order Partners cannot be created.

Margin Workflow

There are two separate sub-parts to the margin workflow, media margins and fee margins.

  • Media margins: The ability to add a margin to media schedule buys
  • Fee margins: The ability to add a margin to fees and technology rates

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:

  • The Margin Actualization grid, located on the Actualization tab, is available
  • Margin media buys and/or fees can be assigned, and the resulting margin lines can be actualized on the Margin Actualization grid

If media margins are enabled:

  • Margin media buys can be created by setting its Cost Method value to Margin, on the Schedule grid

If fee margins are enabled:

  • Margin fees can be created by setting the Client Net Rate and Vendor Net Rate values to different amounts, when defining the Fee record

If the general margin workflow is not enabled:

  • The Margin Actualization grid, located on the Actualization tab, is not available
  • Media margin and fee margins cannot be created

If media margins are not enabled:

  • Margin media buys cannot be created; the Margin cost method option is not available on the Schedule grid

If fee margins are not enabled:

  • Margin fees cannot be created; the Client Net Rate value of a Fee record must be equal to its Vendor Net Rate value

Purchase Order Workflow

Purchase orders define some amount of client budget that can be used across media types, products, and campaigns.

Purchase orders can be viewed, created, edited, and linked to media campaigns.

The following area is available:

  • The Purchase Order grid, which is located on the Finance tab

Purchase orders cannot be viewed, created, edited, or linked to media campaigns.

The following area is not available: 

  • The Purchase Order grid, which is located on the Finance tab

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.

Tax records can be viewed, created, edited, and assigned.

The following areas are available:

  • The Administration > Reference Data > Taxes tab
  • The Administration > Entity Management > Clients > (Specific Client) > Taxes tab
  • The Administration > Entity Management > Payees > (Specific Payee) > Taxes tab

Tax records cannot be viewed, created, edited, or assigned.

The following areas are also not available:

  • The Administration > Reference Data > Taxes tab
  • The Administration > Entity Management > Clients > (Specific Client) > Taxes tab
  • The Administration > Entity Management > Payees > (Specific Payee) > Taxes tab

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.

User roles can be created, edited, and assigned.

The Administration > User Management > User Roles tab is available.

User roles cannot be created or edited. However, any existing user roles can be assigned.

The Administration > User Management > User Roles tab is not available.

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