Table of Contents
Overview
How to access different parts of the OneStrata platform.
OneStrata Home Page
The OneStrata home page contains the following items:
| Item | Description | |
|---|---|---|
| 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 | Campaigns module | The Campaigns module helps users manage campaigns end-to-end, from planning to buying through to actualization, with streamlined and integrated workflows. For more information, see Campaigns Module. |
| 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. For more information, see Finance Module. |
| 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. For more information, see Reports Module. |
| 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. For more information, see Administration Module. |
OneStrata Navigation Menu
The OneStrata navigation menu contains the following items:
| Item | Description | |
|---|---|---|
| 1 | FreeWheel logo | Click the FreeWheel logo to return to the OneStrata home page. |
| 2 | Campaigns | Click Campaigns to open the Campaigns 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:
|
| 9 | User profile icon | Click the user profile icon to:
|
| 10 | Enterprise Name OneStrata | If the current user is a seller user, click OneStrata 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:
Action Steps 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 desired campaign.
- Click the name of the desired 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 desired estimate.
- Click the name of the desired 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 desired order.
- Click the name of the desired order.
- In the first field, select Campaign.