Table of Contents
Overview
How to access different parts of the OneStrata platform.
OneStrata Home Page
The OneStrata home page contains the following items:
1 | Navigation menu | At the top of each OneStrata page are links to access different parts of OneStrata. For more information, see OneStrata Navigation Menu. |
2 | Campaign Management module | The Campaign Management module helps users manage campaigns with streamlined and integrated workflows, from planning to buying through to actualization. For cross-media enterprises, the Campaign Management module contains links to the other Strata Agency applications used by the advertising agency. |
3 | Finance module | The Finance module provides functions to manage financial orders and estimates across campaigns, with the capability to connect to agency finance systems. |
4 | Reports module | The Reports module enables users to query information across the entire OneStrata platform and build customized visualizations, reports, and dashboards that can be shared internally and externally. |
5 | Administration module | The Administration module provides self-service tools to manage user access and permissions, configure master and reference data, and customize various fields, templates, and application settings according to business requirements. |
OneStrata Navigation Menu
The OneStrata navigation menu contains the following items:
1 | FreeWheel logo | Click the FreeWheel logo to return to the OneStrata home page. |
2 | Campaign Management | Click Campaign Management to open the Campaign Management module navigation menu. |
3 | Finance | Click Finance to open the Finance module navigation menu. |
4 | Reports | Click Reports to open the Reports module navigation menu. |
5 | Administration | Click Administration to open the Administration module navigation menu. |
6 | Search icon | Click the search icon to open the Quick Search widget and quickly go to a specific campaign, estimate, or order. For more information, see Quick Search Across OneStrata. |
7 | Notifications icon | Click the notifications icon to view recent product updates and release notes. |
8 | Support Center / Information icon | Click the information icon to open the support center:
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9 | User profile icon | Click the user profile icon to:
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10 | Enterprise Name OneStrata | If the current user is a seller user, clicl here to switch between OneStrata and Vendor Inbox. |
Quick Search Across OneStrata
Use the quick search function to quickly go from any page in OneStrata to a specific campaign, estimate, or order.
To quick search, do the following:
- In the navigation menu, click the search icon to open the Quick Search widget.
- In the Quick Search widget:
Open a campaign
Go to a campaign's Overview tab
- In the first field, select Campaign.
- In the second field, enter the ID or external ID of the campaign.
- Click the name of the campaign.
Open an estimate
Go to an estimate's Details tab
- In the first field, select Estimate.
- In the second field, enter the ID or external ID of the estimate.
- Click the name of the estimate.
Open an order
Go to an order's Order Details page
- In the first field, select Order.
- In the second field, enter the ID or external ID of the order.
- Click the name of the order.
- In the first field, select Campaign.