Overview

This page contains a list of the OneStrata default user roles and what each role is permitted or not permitted to do.

✅ = "Yes, the user role is allowed to do this action."
❌ = "No, the user role is not allowed to do this action."

For a description of each permission, see User Role Permissions Reference.

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

Content

Space Tools

Overview

Provide feedback on this article

Content

Space Tools

System Default User Role Reference

Overview

Provide feedback on this article